Admin - People Management

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16 articles in this collection
Written by Support

How can I have both single-sign-on and external users in the one portal?

By using the LOGIN field for each user, you can manage both internal (SSO) and external (Non-SSO) users in the same portal.
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Written by Support
Updated over a week ago

How can I reset an enrolment? How can an explorer retake training?

You can force explorers to 'redo' training via the reset enrolment or retake knowledge options.
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Written by Support
Updated over a week ago

Tips for Admins helping new users to log in!

Responding to questions about invitation emails, setting passwords or Single-Sign-On problems.
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Written by Support
Updated over a week ago

How can I manage self-enrolment rules or create libraries of training for different users?

In addition to manually enrolling users into training, you can also use enrolment rules to enable self-enrolment by users into training.
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Written by Support
Updated over a week ago

How do I create or save custom user searches?

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Written by Support
Updated over a week ago

How is user progress through training managed or tracked?

As you enrol people into topics, articles and pathways, you can track their progress in a number of ways.
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Written by Support
Updated over a week ago

What's the difference between Staff, Client and Prospect users?

When creating a new user, each user can be designated as one of three types - staff, clients or prospects.
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Written by Support
Updated over a week ago

How can I enrol people into topics, articles and pathways?

There are a wide variety of ways to enrol people into the knowledge - topics, articles and pathways - in your portal.
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Written by Support
Updated over a week ago

How do I bulk upload or update people?

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Written by Support
Updated over a week ago

How do I create custom user fields?

You can add up to 20 fields of custom data to your user profiles to improve reporting and managing users.
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Written by Support
Updated over a week ago

How do I deactivate or delete a person?

If you need to remove a person from your portal, you can deactivate or delete them.
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Written by Support
Updated over a week ago

How do I update a person's details?

You can edit an individual person or user to manage their profile and enrolments.
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Written by Support
Updated over a week ago

How do invitation emails work?

You can send invitation emails to new users when you initially create them up or at any time.
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Written by Support
Updated over a week ago

How do I create a new user?

When creating a new user, there are several mandatory and optional fields you can complete for their profile.
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Written by Support
Updated over a week ago

How do I reset a password?

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Written by Support
Updated over a week ago

How do I manage the people in our portal?

Admins can use the Users tab on the People function to review your users, filter and search for groups as well as enrol people in knowledge.
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Written by Support
Updated over a week ago