Getting Started

Basics for Creating and Editing user accounts

Allocate Courses to a User Account or User Group
Note: If you wish to take payment and send your customer an invoice, you should instead follow the steps to Create an Order Select Allocate Courses ...
Wed, 14 Mar, 2018 at 2:46 PM
Use Masquerade
You can masquerade as a User to see the website through their eyes. This can be very useful when providing your Users with support. You cannot masquerad...
Mon, 30 Oct, 2017 at 1:26 PM
View and Export People
Use People to view or export the User accounts your Learners use to buy, study and track their courses Search or filter this list Enter all or part o...
Mon, 20 Jan, 2020 at 4:35 PM
Create a User Account
Your Learners will need a User account to use to buy, study and track their courses; they can create it themselves or you can create one for them No...
Mon, 30 Oct, 2017 at 1:29 PM
Edit a User
Use this function to view and edit a User's accounts, including changing a User’s password or email address Click the Username of the account y...
Wed, 28 Feb, 2018 at 12:20 PM
Remove Courses from a User Account
You can easily remove one or more courses from one or more learners Note: If this course was allocated as part of an order, you may also wish to follow th...
Thu, 13 Sep, 2018 at 1:48 PM
Workflow: User Groups
User Groups can be used to categorise your learners into one or more groups.  This enables you to easily allocate courses to a group of learners, s...
Thu, 19 Apr, 2018 at 10:05 AM
Create an Administrator account
Need more than one Administrator for your learning platform? What are administrator accounts? Administrator accounts can create and manage cour...
Mon, 13 Jun, 2016 at 1:53 PM
View and Export Course History
Use Course History to view and export the full historical record of your LEarners' course allocation, progress and completions Search or...
Mon, 20 Jan, 2020 at 4:35 PM
Create multiple User Accounts (spreadsheet upload)
To create individual learner profiles, please see our solution Create a User Account If you have a large number of learner profile...
Mon, 13 Jun, 2016 at 1:52 PM