Manage users & groups
Quickly and easily manage or create users.
By Andreea and 1 other2 authors42 articles
Manage and create users
Create new users and manage existing users.
- Add usersQuickly and easily create new user accounts.
- Remove usersQuickly and easily remove or delete users accounts.
- Reinstate a userReactivate an inactive user account using the Admin Tool, Manage Team Members, or Create User Form, depending on your account setup and permissions.
- Manage existing usersView employees' usernames, or update display names and job positions.
- Manage users in the Admin toolYou 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.
- Create or update a new job positionYou can create, update a user's job role or update the name of an existing job position through the Admin tool.
- Request access level or permissions change for a userIn this section, youâll 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.
- Create a divisionCreate and manage divisions within your platform to organise users into specific sectors, departments, or locations.
- 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 descriptionsOverview of general admin tool permissions and what each permission allows within the platform.
- 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 rulesYou can configure course allocation dependencies to control when courses are automatically assigned based on different criteria.
- 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.
- User group not showing when allocating itemsYou can make a user group available when allocating checklists, appraisals, library items, or news items.
Hierarchy
Understand and manage your company's hierarchy structure.
- Make changes to site hierarchy based on specific site rulesYou can configure the site hierarchy by defining reporting relationships between positions using site-specific hierarchy rules.
- Make changes to the above site hierarchyYou can update the site hierarchy when organisational structures change. This includes moving users to a different parent, updating reporting lines, and ensuring the hierarchy reflects your current organisation structure.
- 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 siteAdmins can deactivate a site in CPL Learning to prevent it from being used while retaining its configuration and associated data. This can be useful when a site is noâŚ
- View my hierarchyView and understand the hierarchy, including your descendants, the structure of the family tree, and the order of staff in the hierarchy.