The Admin tool is the central hub for managing users, learning content, and organisational structures within CPL Learning. It allows administrators to configure access, set up reporting, and control key learning and compliance settings.

Access the Admin tool

Access the Admin tool from console.
Direct link to the Admin tool.

Manage user groups

Admins can create user groups to ensure employees in similar roles receive relevant training content. User groups also simplify reporting by allowing administrators to filter data based on department, region, or function. Additionally, exclusions can be applied to refine group membership, ensuring only the right users are included in specific training.

Create, activate, or deactivate user groups to organise employees.
Manage positions in a user group by assigning specific job roles.
Create specific user groups using filters like position, site, or start date.
Exclude users from user groups based on specific criteria.
Make user groups available for item allocation.
Review applications for user groups to track their usage in reporting or allocation.

Set up your hierarchy

Hierarchy in CPL Learning helps structure your company’s visibility and reporting. It determines how training, reporting, and admin access are managed across different levels of your organisation. There are two key types of hierarchy: organisational and site hierarchy.

Organisational hierarchy

Manage organisational hierarchy and understand terminology.
- This represents the high-level structure for those overseeing multiple sites. It is manually configured and does not update automatically when changes occur.
- Designed for roles that require oversight of multiple sites.
- Typically used by Area Managers or higher-level supervisors.
- Changes must be updated manually when staff leave or take on new roles.
- Impacts reporting, people module access, and compliance monitoring.

Site hierarchy

The site hierarchy is all about setting up rules for what happens at a specific site. It's based on positions and divisions, and it can be customised for each site if needed.
Configuration rules and automatic updates: Site hierarchy is structured around positions and divisions, ensuring roles and responsibilities are clearly defined. Changes, such as promotions or role replacements, update automatically to maintain an accurate hierarchy.
Best Practices:
- Keep it simple: Avoid adding too many specific rules, as this can make updates more difficult. A clear structure ensures that changes, like role adjustments or new team members, are handled smoothly.
- The -1 Rule: This is a useful feature that ensures all employees are accounted for without needing manual assignments for each role. Instead of defining every reporting line individually, this rule automatically includes users who don’t fit into specific configuration rules.

View your hierarchy

Family Tree view: The hierarchy is structured like a family tree, showing the order of staff beneath you. Expanding each level reveals who reports to whom, helping you understand team structure.
Viewing descendants: You can access a full list of employees below you in the hierarchy. This ensures you have visibility over your team and their reporting lines.

Create custom reports

As an admin, you have access to reports that help track performance, compliance, and team progress. These reports give insights into training completion, user activity, and overall site performance.

Custom reports: Create reports based on specific criteria, such as course completion, timeframes, or user groups, to fit your needs.
Compliance reports: Monitor which employees have completed mandatory training and identify those who still need to finish their courses.
Download and formatting: Reports can be filtered and formatted to highlight key data, making them easier to analyse and share.

Set up automated reminders

Inform users about mandatory courses and their deadlines.
Use the platforms' announcement features to send reminders and updates.
Providing clear instructions and deadlines helps ensure users know their responsibilities and can plan accordingly.

Course transfers

As an admin, you can transfer courses between duplicate accounts, which is useful when a user has multiple accounts or when you need to reinstate previously completed courses.

Course transfer between duplicate accounts: Admins can transfer a user's courses to another duplicate account, ensuring that the user’s training records are preserved. This is especially useful when an employee switches roles or companies but retains the same training history.
If an employee’s course history needs to be reinstated in a duplicate account, admins can use the tool to move the relevant course data. This allows the employee to continue their progress without starting from scratch.

Impersonate or log in as a user

The ability to impersonate a user in CPL Learning allows admins to experience the platform from the user's point of view. This can be helpful in various scenarios:

Troubleshooting issues: If a user encounters a problem that is difficult to replicate or explain, logging in as them can give you a direct view of their experience. This can help you identify the cause of the issue and find a solution quickly.
Support and assistance: Sometimes, users may need help navigating the platform or using certain features. By impersonating them, you can guide them more effectively, as you'll be able to see exactly what they see and offer more precise instructions or support.
Verifying user permissions: Admins can check if the correct permissions and access levels are applied to a user by logging in as them. This ensures that users only have access to the tools and resources that are relevant to their role.

Notification preferences

Effective communication through notifications enhances user engagement. Admins can configure notifications to be sent via:

Email, push notifications, or platform feed, depending on the user’s preferences.
Padlock feature: Admins can lock or unlock notification settings, ensuring users only receive crucial updates.
Targeted messaging: Notifications can be sent to specific individuals or user groups, ensuring relevant information is delivered where it’s needed most.