As an admin, you can update many aspects of a user's profile using the Admin tool, Manage team members section, or the Create user form.
📌 Note: If you don't have the relevant permission configured, address this to your Head Office.
Admin tool
View an employee's username
To view your employee username, follow the steps below:
Load the Admin tool.
Click Employee, then search for the user.
Scroll down, then click User details.
You can view the employee's username on the right side.
🤓 Tip: If an employee's login fails after using a recovery code, check their username in this section, incorrect usernames are a common issue.
Update an email address
To update or edit an account's email address, follow the steps below:
Load the Admin tool.
Click Employee, then search for the user.
Update the details in the email address section.
Click Save.
Change the display name
You can update the name on an account by following the steps below:
Load the Admin tool.
Click Employee, then search for the user.
Update the First name and Surname boxes as required.
Scroll down, then click User details.
You can edit the display name on the right side.
Click Save.
Change a user's job position
To change a user's position, follow the steps below:
Load the Admin tool.
Click Employees, then search for the user.
In the position box, type the name of the new job role.
Write the first letters of the job role, then wait a few seconds for the system to display a drop-down list.
Select a job position, then click Save.
Change or update a user site
To change a user site, follow the steps below:
Load the Admin tool.
Click Employee, then search for the user.
In the Site box, type in the site name.
Write the first letters of the new site, then wait a few seconds for the system to display a drop-down list.
Select the site, then click Save.
Manage team members
View employee username
To view your employee username, follow the steps below:
Log in to console.
Click your initials on the top right corner.
Click Manage team members, then select the required user.
You can see the employee's username in the general information section.
Pending verification: This means the user has accessed their account but has yet to confirm their username.
Update email address
To change or edit the email address of a user, follow the steps below:
Log in to console.
Click your initials on the top right corner.
Click Manage team members, then select the required user.
In the general information section, click the email address box where you can:
Edit email address.
Change the email address if the user was set up with the wrong one.
Click Save Team Member.
Update a job position
To update a user's job position, follow the steps below:
Log in to console.
Click your initials on the top right corner.
Click Manage team members, then select the required user.
In the Employment Information section, click Position.
Select the new job role from the drop-down menu.
Click Save team member.
Create user form
Change user site
To transfer learners between sites, follow the steps below:
Log in to the Create user form.
Use the same login details from your console.
Click User List, then select the required employee.
Click Transfer, then select the new site from the list.
Click OK.
Change the user job position
To change a user's job position on the create user form, follow the instructions below:
Log in to the Create user form.
Click User List, then select the required employee.
Click Transfer, then select the new position from the list.
Click Ok.