Users are an essential asset to an LMS. When users are supported, managed, and organized properly, then learner success increases and LMS administrators achieve their objectives.
Create a User
Users are created automatically in the Admin Portal when users first register and log in to the LMS. Admins may also manually create user profiles. Admins can also bulk-create users or manage existing ones.
Go to People > Click User Manager > Click New
When creating a new user, only the Account Details and Assigned User Groups tabs are shown.
Account Details tab
In the Account Details tab, set the essential information for this user. This includes System Fields, User Actions, and User Details.
Assigned User Groups tab
In the Assigned User Groups tab, choose the appropriate user groups for this user.
For an LMS with 300 or more user groups, the user group selector changes to a select box from a checklist.
Edit an Individual User
While in the User edit view, Admins may configure settings in the following tabs.
Account Details tab
In the Account Details tab, Admins may complete actions such as:
- View a user’s portal view (profile, transcript, and Learner Dashboard)
- Edit user system fields
- Edit user profile fields
- Perform User Actions
- Assign User Objects (Private Access Feature)
- Delete User
Admins may also manually award a certificate or badge to the user.
Credit Cards tab
In the Credit Cards tab, Admins may edit payment information for this user or delete an existing card.
In the Comments tab, Admins may view the comments Users have left about courses
API Tokens tab
In the API Tokens tab, Admins may create tokens for integration with other applications
Bulk Create Users
Users may be bulk-created through the User Importer.
This is helpful for administrators who are migrating from another LMS, onboarding a new customer, or otherwise have a list of users to bring into the system.
Manage Existing Users
All existing users are shown in the User Manager list view.
Search for a specific user or Quick Filter by User group or User team. The User Group quick filter shows all users assigned to that group, and the User Team shows all leads and members assigned to that team.
Complete any of the following quick actions from the list view, or click on a user’s Name to transition to the User edit view.
Bulk Update Users
Admins may update multiple users simultaneously by selecting the desired users and clicking Update.
Add, Delete, or Set the selected users to a user group.
Select if a Password Reset is required.
Click Process to save the updates.
Click Export to CSV to download all pages of the user list. Any active filters or search results are reflected in the export.
Exporting allows Admins to manually import a list of users into another platform, or otherwise analyze user data outside of Tovuti.
Admins can click on a user’s name to access the Edit view.