Manage Existing Users

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

To manage users, your system role must have unrestricted access to the User Manager and Users features in System Roles (Manage Features > User Manager Features).

View or Edit a User's Profile

To view or edit a user's profile

  1. Go to Manage Center > Users > User Manager > Users. 
  2. Locate the appropriate user and select View/Edit Profile from the action menu.
  3. View or edit the user's information on each tab as required.
  4. If you made any updates, click Save.

Delete a User's Data

If you delete a user, all of that user's data will also be removed.  But you have the option to delete specific categories of data while keeping the account active.

To delete a user's data

  1. Go to Manage Center > Users > User Manager > Users. 
  2. Locate the appropriate user and select Delete User Data from the action menu.
  3. Select the check boxes for the categories of data you want to delete.
  4. Click OK. 

Change a User's Status

You may change a user's status to control their access to the LMS, or to control access to their data by other users.  This can be done on the Users page or in the Profile tab within the User Editor, depending on your permissions.  

In this example, we will focus on making the change on the Users page.

To change a user's status from the Users page

  1. Go to Manage Center > Users > User Manager > Users. 
  2. Locate the appropriate user and select Change Status from the action menu.
  3. Select the appropriate status.
  4. Click Save. 

Reset a User's Password

There are two ways that a password can be reset; it can be manually changed in the User Editor or you can send a reset password link to the user.

Manually Change a User's Password in the User Editor

This is a good option when you want to change a password to something specific.  Please note that the user does not receive notification when the password is changed manually.  You will need to notify the user.

To change the password manually

  1. Go to Manage Center > Users > User Manager > Users. 
  2. Locate the appropriate user and select View/Edit Profile from the action menu.
  3. Click the Change password link located below the Password field.
  4. Enter a value in the Password field and the same value in the Verify Password field.
  5. Click OK. 
  6. Click Save. 

Be sure to notify the user of the change.

Send a Reset Password Email to the User

This option will generate a random password and sends it to the user in a notification email.  Please note that this option is not available if the user profile does not contain an email address.

To reset a user's password via email

  1. Go to Manage Center > Users > User Manager > Users. 
  2. Locate the appropriate user and select View/Edit Profile from the action menu.
  3. Click the Send Reset Password Mail link located below the Password field.
  4. Click OK.
  5. Click Save.

Export a User's Personal Data

User's personal data can be exported to a compressed (ZIP) file containing multiple CSV files.

To export a user's personal data

  1. Go to Manage Center > Users > User Manager > Users. 
  2. Locate the appropriate user and select Export Personal Data from the action menu.
  3. Select the check boxes for the categories of data you want to export.
  4. Click OK. The data is exported to a ZIP file.

Review a User's Transcript

Transcripts are stored in the user's Career Development Center (CDC), but this can be accessed from the User Editor.  Depending on your role access permissions, you may also be able to drill down to the Transcript Details, assign learning modules to the learner, and print transcripts.

Your ability to see users' transcript details depends on the role access control Display Details, Progress, and Course Interactions when Reviewing Learner Transcript Detail. Please contact your system administrator if you have questions about your access.

To review a learner's transcript from the User Editor

  1. Go to Manage Center > Users > User Manager > Users. 
  2. Locate the appropriate user and select View/Edit Profile from the action menu.
  3. Select the Records/Transcript tab. The CDC opens at the Learning page, which lists the user's transcripts.
  4. Filter the list of transcripts, if required.
  5. Click the learning module name, or select View Transcript Details from its action menu, to view the transcript details. 

Synchronize iPaaS Navigation with User Roles

PeopleFluent iPaaS (Integration Platform as a Service) is a cloud-based service for hosted customers. It provides single sign-on and simplified navigation across all PeopleFluent applications for which it is enabled.  You can synchronize roles for LMS user accounts with their corresponding iPaaS accounts to create or update iPaaS attributes for each role. This enables iPaaS administrators to configure LMS navigation based on users' roles. For example, a user with an Instructor attribute would see the relevant instructor-related and Teach menu items, while another user with a Learner attribute would see navigation for learners.

LMS user role names are used for the iPaaS attribute names. Where label keys are used as role names to support localization, the English translation is used for the iPaaS attribute name. Changing an LMS role ID or name does not update its corresponding iPaaS attribute, instead it is treated as a new iPaaS attribute.

To synchronize with iPaaS 

  1. Go to Manage Center > Users > User Manager > Users. 
  2. Locate the appropriate user and select View/Edit Profile from the action menu.
  3. Select the iPaaS Sync tab. 
  4. Click Update iPaaS Account.