LMS
Step-by-step guide
- Select Admin >Manage Users to open the Manage Users page.
If your site utilises the user self-registration function, then a new user registration will need approving by the system administrator before the user can access the site. After you have added the user, this process starts automatically.
- Select on the Add user button to open the Add User page.
- In the Details tab, add the details of the new user and note the following:
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E-mail address |
Company email address (this should the same as any email address used for login purposes). |
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Telephone/Mobile |
Contact numbers should be added without the initial ‘0’ (UK numbers) or equivalent (overseas numbers) as these are included by default. |
- Then either select Next or select the Assigned Profiles tab to continue.
- In the Employment tab, add the Employee Location and Employment Details.
Employee Location
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Employee Location |
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Country, Region, Area, Branch, Department |
Selected from drop down lists containing the organisation structure applied to the site. |
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Job Role, Training Group |
Accessed by selecting the Edit button which opens a dropdown list of options: After selecting an option, select the OK button. More than one Job Role can be selected. In this case, the appropriate Primary role should be set using the Up and Down arrows. |
Employee Details
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Employment Details |
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Job Title |
Free text entry. |
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Start Date |
The date the user started working in the organisation. |
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Leaving Date |
The date the user left the organisation (when appropriate). |
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Line Manager |
The user’s line manager. This field can only be set after the Employee Location fields are completed, at which point a dropdown list of users assigned as managers will show. |
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I have Line Manager responsibility |
Indicates the user is a manager of other users. |
- Then, either select Next or select the Security tab to continue.
- In the Security tab, select the relevant Security Settings.
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Access level |
Defines the user’s access rights (dropdown menu of options). |
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Do Not delete |
Means that the user will not automatically be removed if the GDPR settings state they should This should only be used in exceptional circumstances – generally GDPR settings should override any other requests. |
- Toggling Restrict this employee to view specific hierarchy under Hierarchy this employee can access opens the organisational structure applied to the site.
| Note: User access levels can be set on this page. However, changing these here overwrites the access levels in the Employment tab. If access levels are changed here they should also be changed in the Employment tab. |
- When all the information has been entered, select Save.
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