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Manage Users

Onboard New User

1. Go to Admin > User admin

2. click on the “Menu” button on the top right corner and then select “Create new user

3. Input required information in the User Profile page

4. Click Save

This approach allows you to create one user at a time. The accounts will be created immediately and users will receive an activation email to setup their password right away.  Repeat the process to create as many accounts as desired.

Update User Info

1. Go to Admin > User admin 

2. Search for the user by any variable, and click "Find user"

3. Select a user from the result list to open this user’s profile. 

4. Make any updates desired

5.  click the blue “Save” button to save the change(s)

Activate/Terminate Account

1. Go to Admin > User admin 

2. Search for the user by any variable, and click "Find user"

3. Select a user from the result list to open this user’s profile. 

4. In the top right corner, turn the "Active" toggle ON or Off 

5.  click the blue “Save” button to save the change(s)

Please note that terminating a user will turn off all the email communications about this user. Terminated users will still be able to log into the training portal to view their past training records, but they will not be able to take any new training.

Manage Assignments

1. Go to Admin > User admin  

2. Search for the user by any variable, and click "Find user"

3. Select a user from the result list to open this user’s profile. 

4. In the Assignment page, add or remove assignments

View Login History

1. Go to Admin > User admin 

2. Search for the user by any variable, and click "Find user"

3. Select a user from the result list to open this user’s profile. 

4. Go to Login History to see the date and time that user has logged in

Screen shot of 'manage user' page in Circle LMS platform
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