Create and Configure New Users

Anyone who uses the PeopleFluent LMS must be set up as a user in the system.  This includes learners, instructors, supervisors and administrators.  A user's access and permissions is primarily managed by their assigned roles.  Access to certain resources is also managed by assigned user groups.  Roles are assigned in the user profile. The user profile also contains additional details about the user, including personal information, contact information, assignment information and more.

In this topic, we focus on creating users individally in the User Manager. For information about bulk user creation and management, please see one of the following topics: 

To create a new user, your system role must have unrestricted access to the User Manager and Users features in System Roles (Manage Features > User Manager Features). It must also have access set to Yes for Allow User Creation in System Roles (Data Access Control > Role General Permissions).

Create a User

You can save time and minimize discrepancies when creating users with common details by creating a template user with the common attribute values, such as organization, role, language and timezone. Then, when you create new users with those attributes in common, you can select the profile template to assign the values saved in the template to the new users.

To create a user

  1. Go to Manage Center > Users > User Manager > Users.
  2. Click + Create User. 
  3. Enter a unique user ID for the user, their first name, and their last name. Note: The ID  must not contain spaces.
  4. To base this user on an existing user profile, select the profile from the drop-down list.
  5. Click Create User Account. The new user's profile opens in the User Editor.
  6. Complete the user's profile information as required.  For detailed information about configuring the user profile, please see User Profile Field Reference.
  7. Click the Save icon.

If your organization is configured to send a welcome email with login instructions, the new user will be sent the email upon saving.

Assign the User to a User Group

Users are assigned to groups in User Group Management.  For additional information, please see Configure and Manage User Groups.

Configure a User's Supervision Access

A supervisor can review and appraise the users they supervise.  If you wish to designate the new user as a supervisor, you will need to configure it in the user profile.  

When you select organizations and user groups for supervision, the individual users are not listed in the Supervisor tab. The only users who are listed are those for whom the supervisor is a direct appraiser.

To select the users for supervision

  1. Go to Manage Center > Users > User Manager > Users.
  2. Locate and access the appropriate user.
  3. In the User Editor, select the Supervises tab.
  • To add users from an organization, click inside the Organization box. Expand the organization tree or use the filters to locate the appropriate organization. 
  • To add users from a user group, click inside the User Groups box. The User Groups Selector page opens, where you can select one or more user groups to include.
  • To add individual users, click the Select user(s) link in the Individual Users section and then select the appropriate users.
  1. Click Save.