User Management
User Management involves creating and managing users, setting up their user profiles, defining their roles and managing their access.
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 are 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.
Users can be created and updated individually or in bulk using the Data Loader.
Create and Configure New Users
Import User Data via the Data Loader
Import User Profile Data via the Data Loader
User Attributes
User attributes are used to classify learners with certain characteristics. Attributes can be used as filter criteria to select learners. For example, you can filter by attributes when creating a user group or reviewing course participants from the Teach menu.
User attributes must be enabled in System Configuration in order to use them anywhere in the LMS. Each user attribute can be enabled separately. An additional System Configuration setting (for each attribute) specifies whether you select a value name from a drop-down list, or enter the value code when specifying a value for a user attribute. For additional information, please see the System Administration guide.
PeopleFluent Learning provides eight standard attributes that can be configured to your needs. If you need more than eight, you can configure user attribute extensions to include additional attributes.
Create and Configure User Attributes
Merging Users
In some cases, it may be necessary to merge user accounts. Example use cases include:
- If the Multiple Assignments feature is enabled, there may be records in two assignment accounts for the same user that need to be consolidated into a single user account.
- If a registered learner leaves an organization, changes their name (through marriage, for example) and re-registers with a different user ID, their records can be migrated from the old account to the new one.
You can migrate user accounts individually in the User ID Migration page, or in bulk via the Merge User IDs Data Loader.
Merge User Accounts with User ID Migration