Users

Each platform user must have an account to log in.

Create a user (manual creation)

Procedure

1. From the side menu, open the Directory.

2. In the Users section, click on Users.

3. On the Users page, click on New.

   A new page appears.

4. Fill in the user's details.

   To add the user to a group, fill in the associated fields.

   If you wish to use notifications, fill in the “E-mail” field.

   Note:

   By default, the user will be attached to the domain of the administrator who creates the profile. To assign the user to a specific domain, fill in the “Domain” field.

5. Once the profile has been completed, click on Save.

   A confirmation message appears on the screen.

Search for a user

Procedure

1. From the side menu, open the Directory.

2. In the Users section, click on Users.

3. On the Users page, enter your search criteria.

4. Click on Search.

   A list of users matching the criteria is displayed.

5. Select the user you are looking for.

6. Click on View details to view the user's profile.

Check

The user's file appears, and you can view the user's information.

Additional information

From the list of searched users, after selecting the desired user(s), two further options are available (depending on the domain settings):

• By clicking on Send an email, you can send a mail to the selected user(s).

• By clicking on Start a conversation, you can start a discussion with the selected user(s).

View the different tabs of the user file

Procedure

1. From the side menu, open the Directory.

2. In the Users section, click on Users.

3. On the Users page, enter your search criteria.

4. Click on Search.

   A list of users matching the criteria is displayed.

5. Select the user you are looking for.

6. Click on View details to view the user's profile.

   The user's file appears, and you can view the user's information.

Several tabs are displayed in the upper section:

• Tutor's characteristics: Information about the user's trainer profile.

• Provided Trainings: List of training courses attended by the user.

• Roles: List of all roles assigned to the user.

• Education history: Training courses attended by the user.

• User Delegation: Delegations relating to this user.

• Registrations: Courses in which the user is registered, with their progress and status. In the case of face-to-face training, sessions attended by the user will be displayed.

  Note:

  For more details on the training courses in which the user is registered, consult, from the side menu, the Follow up or Analysis tabs.

• Reports: Reports that can be created from this profile.

• Positioning: The status of the user's skills.

• Assessments: The list of assessments the user has taken.

• Interviews: The list of interviews in which the user has participated.

• Badges: The badges obtained by the user.

• Career: The user's career plan.

• Accreditations: The list of user certification.

Modify user information

Warning:

Manual modification of a user file created by import is not recommended, as if data is imported again all modifications will be overwritten.

Tip:

To prevent modifications from being overwritten when importing a contact list, specify for which operation the import is to be used:

• Insertions: You will only import new contacts.

• Updates: You will update existing contacts.

If both boxes are checked, then new contacts will be imported and existing contacts will be updated.

Procedure

1. From the side menu, open the Directory.

2. In the Users section, click on Users.

3. On the Users page, enter your search criteria.

4. Click on Search.

   A list of users matching the criteria is displayed.

5. Select the user you are looking for.

6. Click on View details to view the user's profile.

   The user's file appears, and you can view the user's information.

7. Make any necessary changes.

8. Click on Save.

   A confirmation message appears on the screen.

Modify user information from a learner profile

Prerequisites

These instructions apply only to users with a role. To modify a user's e-mail address from an Administrator profile, follow the instructions in Modify user information section.

Procedure

1. At the top right of any pages, click on your profile picture.

2. Click on the cogwheel.

   The “Editing my profile” window appears. Here you can modify your profile photo, e-mail address and password.

3. Change your e-mail address in the “Email” field.

4. Click on Save.

   A confirmation message appears on the screen.