Manage users & groups
Quickly and easily manage or create users.
By Andreea and 1 other2 authors41 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.
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.