Managing new learners

Before you can add new learners, you need to understand a bit about how your company structure and course profiles are set up (so you know what courses to allocate to whom and where in the company they will be reported against). This should be set up by the platform administrator, if not you can’t add your new learners. You might find these guides u...

Managing learner passwords

This tool is used to reset passwords for your learners, plus other password-related functions. It’s only available if you’re responsible for managing a team (managers, supervisors, team leaders). From your dashboard, select Learners followed by Overview. Use the Search box to find the learner’s name, then select the More button. The window will open...

Managing leaving and excluded learners

When someone leaves the business, they need to be set as inactive with a leaving date. This will prevent them from logging in and also, you won’t want ex-learners to skew your reporting data. When they’ve been set as inactive, they won’t show up on reports, but their training records are retained, just in case. You never know when you might need to ...

Setting someone as inactive

If you want to set a user as inactive, a quick way to do this is: From your dashboard select Learners followed by Overview: Search for the user in question and select the More icon. This will reveal a drop-down menu which includes Make User Inactive. At the next screen, enter a Leaving Date (even if they are not leaving, and you just want to tempora...