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User guide · Administrator

Find employees and manage accounts

Search and filters help you find the right person before you read or update an account.

AdministratorStep-by-step instructions

Open User Management

Administrator

1Step 1 of 4

User Management lists the accounts and the actions currently allowed.

  1. Search by name; combine role and status to narrow the list.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

The list reflects the filters you chose.

Administrator · Employees01

Find an active employee

Administrator

2Step 2 of 4

The example filter chooses Carlos, the Student role and the Active status.

  1. Check the name, account and status before choosing Edit or assigning a Course.

Choose the role that matches the employee's responsibilities and permitted actions.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

You find the employee account you need.

Administrator · Employees02

Create an employee account

Administrator

3Step 3 of 4

Create User uses the account fields and roles permitted on the form.

  1. Enter the username, email and required fields; choose the role and status that your permissions and the need allow.
  2. Review, then Save with the form's action when ready.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

A valid account is created with the form.

Administrator · Employees03

Update the selected employee

Administrator

4Step 4 of 4

The editor opens the selected employee account.

  1. Check the account before editing and update the permitted fields.
  2. Review the role and status, save your changes and check the confirmation message.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

Valid information is updated for the right employee.

Administrator · Employees04
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