When creating a new user, each user must be designated as a 'type'. The Type field is a default field which can be used to group similar types of users for filtering, reporting or catalogue/automated enrolment rules.
NOTE: Historically, this Type field was limited to 3 choices - staff, client and prospect. In May 2025, this field was substantially increased to 17 choices with improved filtering.
There are 17 different 'types' of people which can be selected.
Staff
Employee
Worker
Contractor
Partner
Director
Lead
Prospect
Client
Customer
Subscriber
Volunteer
Supporter
Member
Practitioner
Parent
Student
NOTE: The choice of user 'type' has no impact on privileges. Any user type can be set to admin, creator, assessor or team leader.
NOTE: Organisations can still use custom fields to replicate a customised 'Type' field. The default 'Type' field is provided as an easy way for organisations to segregate users. It is a required field and defaults to 'staff'. However, organisations can still create additional custom fields for more customised filtering and reporting of their users.
Where is the user 'type' field set?
There are several ways to set the 'type' field.
Admins can manually set this field when creating or updating any user.
Admins can set this field via CSV Import when creating or updating any user.
This field can be set via the Zapier API or Public API.
Admins can set the user type to be created by LMS Link.
Admins can set the user type to be created by Self-Registration Token.
What is the impact of setting a user 'type'?
The impact of setting a user type is improved reporting for admins and the ability to control who has access to which knowledge.
Reporting - you can filter user types to differentiate results across each group.
Automated Enrolment Rules - you can apply 'Type' filters and create specific automated enrolment rules for each Type.
Catalogue Rules - each topic can be individually enabled for self-enrolment in the catalogue for each 'type'. This allows you to run separate catalogues for each type.