Managing your platform users

Your learners are registered on your platform…Now what?

1 - Finding a learner on the platform after registration

2 - Finding a learner’s email address

3 - Modifying information for multiple learners simultaneously

 

1 – Finding a learner on the platform after registration

A) The user has accepted the invitation

If the learner has already clicked on the link contained in the invitation email, you’ll find them in the Setting and Members > Members menu. If needed, you can search for learners by clicking on the magnifying glass icon:

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B) The user hasn’t accepted the invitation

If the learner hasn’t yet read and accepted the invitation, you’ll find them in the Settings and Members > Members > Pending Invitations menu:

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2 – Finding a learner’s email address

A) Via the Settings and Members menu

Learner email addresses are visible in the Settings and Members menu:

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B) Via the Learner’s profile

It’s possible that the learner’s email address may not be fully visible in the Settings and Members menu. To retrieve the full address, simply click on the learner’s profile photo, right click on the envelope icon and then click on Copy Email Address:

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You can then use or paste the address.

C) Via the Dashboard

From the Dashboard > Members menu, click on the arrow icon to export information:

In the CSV file that will be downloaded, all email addresses will be available in the Email column. 

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3 – Modifying information for several learners simultaneously

Please note, changes can only be made to the following items:

  • Groups
  • Labels
  • Additional Information

Email addresses, passwords, first and last names of learners cannot be bulk modified.

Here’s how to add or edit information for members already on the platform:

  • Navigate to the Setting and Members > Members > Add Members > Configure Multiple Accounts menu
  • Download the CSV file next to the “View Available Information” section and fill it out according to the information available in this article. Certain columns must be filled in: email, role and language. Passwords must also be filled in, but you can use a generic password (for example, “1234”), this is totally transparent for learners (they’ll keep their own password).
  • Copy-paste the rows in the fields provided on the platform.
  • Activate option 2: “Initialize undefined fields (users will be added to groups they weren’t previously added to)” to add information, or Option 2 “Replace these fields (user groups will be replaced)” to replace information.

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Please Note: If you select "Replace these fields" and you don’t fill in user groups, members will be removed from groups they are currently part of.  

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