Manage users and groups
Quickly and easily manage or create users.
Manage and create users
Create new users and manage existing users.
Add usersYou can add users through the Admin tool, manage team members or create user form
Remove usersQuickly and easily remove or delete users accounts.
Reinstate a userYou can reinstate or make an account active using the Admin tool, manage team members or create user form.
Manage existing usersYou can view employees' usernames, update display names, and change job positions through the Admin tool.
Admin tool manage usersYou can view employees details, change job position or update email address
Admin tool view your team member usernameYou can view your employee username through the Admin tool.
Admin Tool change a users job positionYou can manually change a user's job position through the Admin tool
Create a new job positionYou can create a new job position.
Request access level or permissions change for a userIn this section, you’ll find guidance on requesting access level changes, from adding admin permissions to modifying existing access.
Create user form change user siteTransfer users between sites.
Create user form change a user job positionYou can change a user job position using the create user form.
Remove a job position from the Create User formYou can easily remove a job position from the Create User form.
Create User Form make an account activeReactivate a user's account.
Admin tool create a divisionYou can create a division through the Admin Tool.
Admin tool create welcome emailIntroduce new users to CPL Learning and provide key information on how to access and log in.
Add the Checklist Admin permissionProvide the Checklist Admin permission to a user so they can sign off their staff's checklist or authorisations.
Add the Event Admin permissionTo enable a user to create and edit events, add the Event Admin permissions to their account.
Remove a role from an accountAdministrators can remove a role from a user account.
Change display nameIf your account name is incorrect, you can request to update it.
Change a site's area managerYou can change the area manager of a site in a few easy steps.
Admin tool generate API keysAs an administrator, you can generate API keys through the admin tool.
Request access to the admin toolYou can request Admin tool permission for a new user.
Admin tool general permission descriptionsYou can view Admin tool general permission descriptions
Create and manage feeds on discover channelYou can create feed and set up the audience for your Discover channel.
Audit of onboardingAudit offers a detailed view of the current onboarding practices and highlights key areas for improvement.
User groups
Organise employees on your platform based on shared characteristics.
Admin Tool create and manage user groupsYou can create and manage user groups based on their job positions, work locations, roles, age, time at the company, and start date.
Admin Tool assign multiple items to a user groupYou can assign multiple items to a user group such as checklist items, library items, surveys, or custom courses.
Edit your user groupsYou can edit, reprocess, deactivate, or duplicate your user groups.
Admin tool set up dependencies allocation rulesSet up allocation rules for a course within a user group.
User group allocation config itemsYou can check what products are assigned to your user groups
See which user group an employee is part ofYou can see the user group an employee is part of through the Admin tool.
Hierarchy
Understand and manage your company's hierarchy structure.
Make changes to site hierarchy based on specific site rulesYou can make changes to the site hierarchy based on specific site rules.
Make changes to the above site hierarchyYou can make changes to the above site hierarchy.
Admin Tool change the hierarchyYou can manually add or remove a parent.
Hierarchy ConfigYou can build and customise your hierarchy using specific rules.
Comparing organisational and site hierarchyYou can understand the difference between organizational and site hierarchy and how they impact reporting and visibility.
Add a parent in the hierarchy for a userYou can manually add a parent in the below site hierarchy to a user.
Admin Tool create a new siteManually create a new site.
Admin Tool remove a siteDeactivate a site.
View my hierarchyView and understand the hierarchy, including your descendants, the structure of the family tree, and the order of staff in the hierarchy.