Edit a user’s profile

  • Updated

Administrators can change the following fields in a user profile:

  • First name and last name
  • Email address
  • Password
  • Title
  • Additional information
  • Automatic deletion date
  • Custom Fields
  • Roles in groups
  • Primary group

To edit the profile of several users at the same time, see Set up multiple accounts via a CSV import.

Edit the first name and last name of a user

  1. On the left side of the screen, select the group that the user is in.
  2. At the top of the homepage, click Users.
  3. Click on a user.
  4. On the right of the name, click EDIT.
  5. Enter the new values.
  6. Click SAVE.

Edit the email address of a user

See Edit the email address of a user.

Edit the password of a user

See Change or reset a user’s password.

Edit the title of a user

  1. On the left side of the screen, select the group that the user is in.
  2. At the top of the homepage, click Users.
  3. Click on a user.
  4. On the right of the Role title, click EDIT.
  5. Enter the new values.
  6. Click SAVE.

Edit the roles of a user

See Edit a role.

Edit the additional information of a user

Platform administrators can use this field to store additional information about the user: Registration number, ID in another tool, etc. It will be available in the CSV exports and through the API, but will not be displayed elsewhere

  1. On the left side of the screen, select the group that the user is in.
  2. At the top of the homepage, click Users.
  3. Click on a user.
  4. On the right of the Role title, click EDIT.
  5. Enter the new values.
  6. Click SAVE.

Edit the automatic deletion date of a user

See Add an automatic deletion date on a user.

Edit the primary group of a user

This feature requires the Customization solution. Contact your Customer Success Partner (CSP) for more information.

If a learner is a member of multiple groups with different custom colors, you can select a primary group in their profile to apply the branding of a specific group to the pages that are not related to any group.

The colors of the primary group apply to the learner's:

To edit the primary group of a user:

  1. In the left sidebar, click on the platform group (with the golden crown at the bottom right of the icon).
  2. At the top of the page, click Users.
  3. Click on a user.
  4. In the Primary group section, click pen.svg Edit.
  5. In the dialog box, select the new group.
  6. Click CONFIRM.

The primary group is an optional setting. When the primary group is not set, the custom colors of the lowest private common ancestor group apply to the pages that are not related to any group.

Check out our blog for more L&D resources.

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