Create or edit a user account

Administrators can create new user accounts in the Learning Management System. Administrators and managers can edit the details for user accounts. A manager can only edit details for users that they manage.

Follow these steps to create or edit a user account:

4.      Click Administration on the navigation bar, and then click User on the contents menu to display the user account list. Click New at the bottom of the page to create a new user account, or click on the name of a user in the list to edit an existing account. The “User Details” administration page appears:

5.      Enter a User name and Password for the user.

The user name must be unique and must be between the minimum and maximum user name length. You can set the limits for the length of the user name by setting the application settings “Option.UserNameMinLength” and “Option.UserNameMaxLength” accordingly. The user name must contain only letters, numbers, and any of the following characters: \ _ - . @

The password does not appear on the page, so you must confirm it. Passwords are case sensitive, and must be between the minimum and maximum password length. You can set the limits for the length of the password by setting the application settings “Option.PasswordMinLength” and “Option.PasswordMaxLength” accordingly. The password may contain any characters. If you are editing an existing user account, you should leave both password fields empty if you do not want to change the password.

If you tick the Use a blank password check box, the user can sign in to the Learning Management System without entering a password.

6.      Enter a First name, Last name and Email address for the user. The system displays the user’s name in all lists and reports. If you supply an email address, the system will send notifications and reminders to the user by email.

7.      Select the LMS Role for the user. The LMS role determines which areas of the system the user can access (see above). If you do not select a role, the user will have student level access to the system.

8.      Select a Job Role for the user. A job role allows the user and their manager to compare their achieved competencies against those required for their job role. The administrator must have created job roles within the system. The job role is optional.

9.      Select a Default Group for the user. The default group defines the manager for this user—the manager of the selected group becomes the manager of this user. The administrator must have created groups within the system. The default group is optional.

10.  If you tick the User must change password at next sign in check box, the user will be prompted to change their password when they next sign in.

11.  By default the new account is enabled, which allows the user to sign in to the system. If you tick the Account is disabled check box the user cannot sign in. Additionally, disabled user accounts do not appear on any reports, and do not receive automated emails.

12.  If you tick the Message board is enabled check box then the user will have access to their own personal message board.

13.  Click Submit to save the user details, or Return to return to the list of users. Click Delete to delete this user from the Learning Management System. If you delete the user, you will also delete all training records stored for that user.