Learners - Adding and Editing Learners

This article explains how to add and edit learners. To merge two learners, see Merging Learners. 

Add a Learner

This section describes how to add a single learner. You can also import learners (see  Importing Learners) or user other methods to automate the addition of learners (see  Registration Methods for Adding and Updating LMS Users). 

1. Open the Administrative Dashboard

2. From the Learners side tab, select Add Learner
   
   

3. Complete the fields on the Account and Profile tabs.

   • First Name, Last Name, Password and Email are the required

   • This example also includes a Registration code is also required, but this may not be the case for other organizations. For more information on Registration Codes, see Adding a new registration code and assigning it to a group.
   • If desired, you can also set up a temporary password for the new user and send a Password Reset email so that the user can choose a password of their choice by selecting Force Password Change.
     
     

After clicking Save, you will be directed to the Learner's Profile, where you can further adjust the Learner's details, such as promoting them to an admin role, viewing their assigned groups, and more.

Edit a Learner

Only Global Admins and Limited admins have full access to directly edit Learner Profiles. Group and Basic Admins are not able to edit Learner Profiles.

1. Open the Administrative Dashboard and select the Learners tab.
2. Search or filter to find the learner.
3. Select their first name, last name, or email to open the learner's profile.
   
   
   
   
4. In the Account and/or Profile tabs, edit the user's data as desired and click Save. 
   • You can grant administration rights to this learner. In this example, this learner is being set to be a Limited Administrator. For more information, see LMS Admin Roles Overview
   • If the Force Password Change box is checked, the learner will be forced to change their password when they next log in.
   • If Active User is toggled ON, that specific account is currently live, and the learner can log in
   • Opt Out of Satisfaction Survey disables any site announcements regarding satisfaction. This option also appears in the Learner's settings for their profile.
   • Email Opt-Out disables any email communications to the learner, including password email resets.
   • Instructor is a special role for classroom courses. They can lead a class and have certain group admin capabilities. More on Admin roles here.
   • PII stands for Personal Identifiable Information. If PII Enabled is enabled, this learner (if granted administrator access) can see other learners' first name, last name, email, and phone number. If disabled, those values are masked and unavailable for use when filtering for learners.
   • Assessment Accommodations makes the leaner eligible for accessibility accommodations in assessments.
     
     
     
     
     
5.  After clicking Save, the learner's profile will be updated. The banner on the top now lists the administration roles.