Users

Users lists everyone in your organization. Group administrators see My Users instead, which lists the users in the groups they administer. Both lists work the same way.

Find users

• Type a name or email address in the search box.
• Click the filter button and select Active, Archived or Overdue.
• Click Download CSV to download the list as it is currently filtered.
• Click User Status to see the same people's courses and statuses, one row per course. See User Status for all packages.

Overdue users

Select Overdue in the filter to list the users who have at least one course past its due date and not completed.

• The Overdue column shows each user's late courses and how long ago each one became overdue: up to three courses, then + the number of others.
• The list opens with the most recently overdue users first. Click the Overdue column header to reverse the order.
• To remind people, select them and click Send message in the action bar.

To see one row per late course instead, open User Status and click the Overdue card.

See a user's training

Click a user's row. The Details window shows each package assigned to the user, with its courses, group, enrollment and completion dates, and status.

Select users

Tick the checkbox on each row you want. Your selection is kept when you move between pages.

To select every user in the current search, tick the checkbox in the header, then click Select all ... users above the table.

You can act on up to 300 users at a time.

Bulk actions

When you select users, an action bar appears at the bottom of the page. It shows how many users are selected and the actions you can take. Click × in the bar to clear the selection.

Add to package

1. Click Add to package in the action bar.
2. Choose the package and click Assign.

To add one user, hover their row and click Add to package, or choose it from the … menu.

Each user receives the package's assignment email. See Assign Users for other ways to assign users.

Archive or unarchive

Click Archive in the action bar to remove the users from the active list and from reports. Their accounts are not deleted.

To bring users back, click the filter button, select Archived, select the users, and click Unarchive in the action bar.

Send message

1. Click Send message in the action bar.
2. Enter a Subject and write your Message.
3. Click Send.

To message one user, open the … menu at the right of their row and select Send message. Only that user receives the message, even if other users are selected. Your checkbox selection stays unchanged.

Each user receives the message by email. When a user replies, the reply goes to your email address.

Send message is available for active users. It is hidden in the archived list and in Annual Training.

You can also send messages from the User Status report, to one learner or to selected learners.

Add users

To add one person to your organization:

1. Click Add User.
2. Enter the first name, last name, and email address.
3. Click Add.

The person is added without a package, and no email is sent. The window stays open so you can add the next person. New users appear at the top of the list, already selected, so you can assign them with Add to package in the action bar.

To add many people at once, and assign packages and fill in package custom fields in the same step, open the menu next to Add User and select Import with CSV. See Bulk User Import.

Roles

Give a user administrative rights over a group when they need to manage people or run reports themselves. See Groups for how group administrators work.