Manage and create users
Create new users and manage existing users.
By Andreea and 1 other2 authors24 articles
- 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.