User Management

Overview

The user management page is split into two main parts:

1. Organization Chart: this tree-like structure of folders (nodes) represents the core logic for users organization, and will be used by most of the other features of the LMS. to simplify user's selection and automate massive operations.
2. User List:  this is the list of the users in the selected folder. Select the root folder to list all the rgistered users.

Organization Chart

Add Node

Click on this link to add a new folder:

Code: Add an alphanumeric code that can be used by other features like registration with code or I/O task

Default Template: assign a specific template for the users in this node

Name (language): Name for this node, a different field for each language will be shown

Import Users

This feature lets you import a list of users from a .CSV file.

Check the user import guide page for details

Assign users to a node

Click this icon to select users that you want to assign to this node

By default users can be assigned only to a single node.  It is possible to assign users to multiple nodes, although this is strongly discouraged to avoid possible udesirable or unpredictable behaviours in other platform areas (ie. reports, administrators assignements, or other). To enable multi-node user assignament check the relative option under advanced configuration

Assign Field to node

 This feature lets you define wich custom fields must be assigned for users in this node:

Assign Field: the selected fields will we available in the profile of users in this node

Descendants: the selected fields will we available in the profile of users in the subnodes of this folder

Mandatory: filling this field will be mandatory in the user registration form

Invisible to user: the selected field will be hidden on user registration form

User Inherit: all users of this node will get the same value. If you change the value for a user, it will be sett for all the others.

Users' List

Add new user

Click to insert a new user in the selected node.

1. Details Tab: fill user fields
2. Organization chart Tab: select the nodes to assign the user to

Search Users

Show also child nodes content: the list will show also the users from subnodes of the selected node. If you are dispplaying the root node, all users will be displayed.

Show also suspended users: show or hide suspendeded users from the list

Search: will search on any of the visible field in the user list below

Advanced Search: will display an advanced search form with possibility do add search over specific fields and conditions:

Dynamic columns

Select from the dropdown wich data field to show in the correspondant columns, and sort for the displayed data.

The search engine will search over the displayed data.

User Actions

Actions you can take pver each user:

View user profile: opens a popup window with user informations

Remove from node: user will be removed from the selected node, but remain registered to the platform

Activate/Suspend: lets you suspend or reactivate users. Suspended users will be still visible in reports if needed, but can't access the platform

Delete: user will be deleted from the platform. This action can't be recovered

Massive Actions

Lets you massively apply actions over all the users selected in the list.

• Export the selected users in a csv file
• Massively suspend, activate, delete
• Massively edit:

Use this feature to easily import list of users with custom fields from a csv file.

The csv file doesn't require a specific structure, the import schema can be set manually for each file upon import.

File Options

Import Options

Send new login credentials to users
If flagged, the registration email with user credentials is sent to each imported user

Node
All the imported users will be added to the selected node. You can still import users to divverent nodes at a time, check the schema options below.

Action on users
Define what to do if a user is already present or not: create new and update existing, just create new users ignoring existing ones, just update existing while ignoring the new ones.

Require password change upon next login
Define if the user should be prompted to change password on next login. They will need anyway to know a default password.

Set password
Choose if you want to load the password from the imported file, or set it with the following method (automatic or manual).
Note: If “load from file” is chosen and the password field in the imported file is left empty, the password creation method will be used instead

Password create
Automatically sets a different random password for each user,
Manual password: this will be the default password for all users

Import Schema
Select the forma field in which import each file column

Goups are an alternative way to organize users, that can be used in example for cross-node grouping or temporary grouping to simplify some operation.

The groups feature can be managed from:

Admin > Users > Groups Management

Create Groups

Use the "new" button to create new groups

Add Users

Clicking on the icon in users column you can:

1. Select and add users to the group
2. Import a list of existing users as a CSV file containing the usernames (urses must already exist)

You can have an unlimited number of administrators.

Three basic steps to setup an administrator:

1. Set some user with the level "administrator"
2. Create or edit an administrator profile, with assignment of the respective permissions to each profile
3. Assign to the user the desired aministrator profile
4. Associate the users and course to be managed by each administrator

Create an administrator

Any existing user can be configured as an administrator by setting this level in his personal user profile, from the global user management area.

Administrator Profile

From this page you can create and manage Administrator Profiles

Special Setttings

Click on the "Special Settings" icon to set some global configurations for this admin profile:

Edit Settings

From this page you will be able to define the permissions on most of the backed features for the administrators assigned to this profile:

Language Settings

Give this user edit permissions on some specific languages in the language management area

Manage Subscriptions

See a list of the users assigned to this profile

Administrator Management

Assign Profile

Click to assign a profile to this administrator

Assign Users

Select wich users this administrator will be able to view and managed, based on his profile settings. It's possible to assign:

• A list of single selected users
• One or more org-chart nodes
• All the users with some selected company role
• Users by group

Assign Courses

Select wich courses this administrator will be able to view and managed, based on his profile settings.

There are three assignement options:

• All  courses
• Some selected courses
• All the courses in a selected catalog

Assign Locations

Select if yhis administrator can manage some location configurations