Note: If you don't have the relevant permission configured address this to your Head Office.
Admin tool
View employees username
To view your employee username, follow the steps below:
Load the Admin tool.
Click Employee, then search for the user.
Scroll then, click User details.
You can view employee 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 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 details in the email address section.
Click Save.
Change 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 First name and Surname boxes as required.
Scroll then, click User details.
You can edit display name on the right side.
Click Save.
Change a user 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 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:
Login to console.
Click your initials on the top right corner.
Click Manage team members and select the user that you need.
On general information section you can see the employee username.
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:
Login to console.
Click your initials on the top right corner.
Click Manage team members then select the user that you need.
Click email address box on general information section where you can:
Edit email address.
Change email address if the user was set up with the wrong one.
Click Save Team Member.
Create user form
Change user site
To transfer learners between sites follow the steps below:
Login to Create user form.
Use the same login details from your console.
Click on User List.
Click on the Employee you wish to change the location
Click on Transfer.
Select the new Site from the drop down menu.
Click OK.
Change user job position
To change a users job position on the create user form please follow the instructions below:
Login to create user form.
Click User List.
Click on the employee you wish to change the position for.
Click Transfer.
Select the new Position from the drop-down menu.
Click Ok.