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User Management - SafeWork Training

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Introduction

This article will cover all the fields within the User Management page and all the options for collecting information about your Users in the LMS. User Management refers to adding Users, modifying Users, and providing special permissions to Users. 

Important Notes

  • The User Administration page will default to Active Users only. If you cannot find the user you are looking for on this page, you may want to filter by the Inactive Status. 

  • The username must be unique to all Users

  • Absorb offers a Password Reset Link that can be sent in an email to New Users or to existing Users. This option helps keep passwords secure. 

How to Add a User

Users can be created by an Admin adding them manually in the Admin Experience.

Below you will see an example on how to add a User as an Admin within the LMS and within the User Fields section, we will walk through each User Management Section, to understand all possible fields that can be applied to a user and how you can use them within the LMS. 

 

Adding a User.gif

Step 1

Navigate to the Admin menu and select Users. You will be taken to the User Administration page. Here you will see a list of all Active users in your LMS. You can manage Users from this page

Note: If you need to find a User that has been Inactivated in the LMS, you will need to search for them by the Status of Inactive. 

Step 2

From the User Administration page, select Add User. You will then be taken to the User Management page, where you can begin adding your new User. 

How to Deactivate a User

Users can be deactivated by an Admin manually in the Admin Experience.

Step 1

Navigate to the Admin menu and select Users. You will be taken to the User Administration page. Here you will see a list of all Active users in your LMS. You can manage Users from this page

Note: If you need to find a User that has been Inactivated in the LMS, you will need to search for them by the Status of Inactive. 

Step 2

From the User Administration page, select the user. You will then be taken to the User Management page, where you can select to designate the user as Inactive using the toggle.

Edit User Menu Sections

In each section of the Edit User menu, you will see a series of Fields. Most of the fields are optional, but there are some required Fields that must be populated. A First Name, Last Name, Username, Department and Password must be entered, in order to create the User in the LMS. A Password must be entered, even if Single Sign-on (SSO) is enabled.

 

Edit User Menu.png

 

General

In this section you will see the standard fields for Users and where all the Required fields are located. Some of these fields are important for Admins to utilize certain functionality within the LMS.

Field Description
First Name The First Name of the User. This is a required field.
Middle Name The Middle Name of the User.
Last Name The Last Name of the User. This is a required field. 
Email Address The Email Address of the User. This Email Address can be used to send Messages to the User from the LMS. 
Username The Username of the User in the LMS. This is a required field. 
  • This value must be unique to this User. 
Password The Password of the User in the LMS. This is a required field. 
  • A password must be entered, even if Single Sign-on (SSO) is enabled or a default Password can be set on the User import or through RestFUL APIs. 
Department The Department of the User. This is a required field. 
  • Departments are the primary structure of the LMS making it required for Users to be assigned to a Department in the LMS. Admins can utilize this hierarchy to filter training, provide security for certain Admins, and in reporting.
Is Active This selection identifies the User's status within the LMS. 
  • Active = User can log into the LMS
  • Inactive = User cannot log into the LMS

 

Account Settings

Account settings identifies if the User has access to the Learner Interface, Admin Interface or both. All Users will default as Learners, unless otherwise selected. 

User Types Configuration.PNG

 

Field Description
Learner When toggled to On, the User will have access to the Learner Interface.
Admin

When toggled to On, the User will have access to the Admin Interface. Turning this on will also add them to the list of Supervisors, that can be assigned to Users in the User > Employee Data section. 


Note: This will not automatically provide them access to reporting or any functionality in the Admin Interface. A Role must be added in order to determine what they can do in the LMS. 


If you plan on assigning this User an Admin Role, you may want to update the default value in the User Management section from All to Department or Group. 

  • All - if a Role is assigned, they will see all Users in reporting and administration pages they can access in the Admin Interface. 
  • Department - if a Role is assigned, they will only see Users that are assigned to the Department(s) and/or Sub Departments you have selected in this section. More than one Department can be selected and Sub Departments can be included. 
  • Group - if a Role is assigned, they will only see Users that are assigned to the Group you have selected in this section. Only 1 Group can be assigned to an Admin. 

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