Users — Add or Edit a User

TraCorp LMS Quick Reference Guide (QRG)

Audience: Main Admin, Sub Admin, User Group Admin

Overview

This QRG explains how to add, edit, deactivate, and reactivate a User.

Enabled Permissions Required to Complete the Steps

• Add Users
• Edit Users, including Username, First Name, Last Name, Email, Active and Other
• Add Instructors
• Edit Instructors
• Create other UG Admins
• Edit other UG Admins, including Active

Note: Sub Admin and User Group Admin without access to complete these steps should review Permissions with a Main Admin.

Add a New User

1. From the Admin Navigation menu, click Users.
2. Click Add New User.
3. Select User Type in the drop-down menu. The choices include:
   • Student — This is a standard learner.
   • Instructor — This is a standard learner with an additional privilege to edit rosters for classes or webinar sessions for which they are an instructor.
   • User Group Admin — This is an admin who manages an assigned User Group(s).
   • Sub Admin — This admin has the same permissions as a Main Admin except the privilege to create another Main Admin.
   • Main Admin — This is the highest privileged administrator in the system. This user type can make changes to anything within the system.
4. Complete the following LMS Required Information: Username, Email and Password.
5. Complete the Optional information. Note: If a registration field is set up with Allow Blank Value, the field is optional.
6. Click Add User.

Edit a User

1. From the Admin Navigation menu, click Users.
2. If the user does not show up on the first page of the list, complete the steps below:
   1. Select a filter in the Filter users where drop-down menu.
   2. Select a filter in the drop-down menu, which includes starts with, contains, and ends with.
   3. Enter the user information in the next field.
   4. Click Go.
   5. Click Clear Filter to reset the fields.
3. If a user is inactive, click Show Inactive to display a list of inactive users.
4. Once the user is located, use one of the two options below to select a user:
   1. Double-click the user to open their properties in the Edit User window.
   2. Click the user to select them and then click Edit to open the Edit User window.
5. Edit the user's properties as needed. The following tabs/buttons are available for editing, depending on the LMS configuration/setup:
   1. User Information — This tab allows edits to the user’s Required Information and Optional information.
   2. User Change Log — This tab displays changes made to the user over the past two weeks and allows the Change Log to be deleted.
   3. User Groups — This tab allows User Group(s) to be assigned to or removed from the user.
   4. Content — This tab allows Content to be directly assigned or removed from the user.
   5. Learning Tracks — This tab allows Learning Tracks to be directly assigned to or removed from the user.
   6. Favorites — This tab allows Favorites to be directly assigned to or removed from the user.
   7. Pending Tasks — This tab displays tasks that are currently pending for the user and allows Status updates.
   8. Certificates — This tab displays Certificates issued by the LMS.
   9. Content Activity — This tab displays the user’s content activity over the past two weeks.
   10. Email Information — This tab allows updates to admin notification email lists when the user completes content.
   11. Delete User — Click this button to delete a user.
   12. Show User Assignments — Click this button to view the user’s assignments (User Groups, Learning Tracks, Certifications, Programs, and Content).
6. Click Save Changes.

Deactivate a User

1. Double-click the User to open their properties in the Edit User window.
2. Click Set As Inactive.
3. Click Yes.

Reactivate a User

1. Double-click the User to open their properties in the Edit User window.
2. Click Set As Active.
3. Click Yes.

Best Practices

A Default Timezone can be set up in General Settings General Administration. It will auto-populate on the Add New User screen. If Default Timezone is left blank, users are required to enter their Timezone the first time they access the LMS.