Profile settings for administrators

Profile settings for administrators

Overview

Every user has a profile page that includes various information such as their basic info, their account details, their friends, photos, social media links, and more.

The information that is visible depends on the user's role and the portal's security settings.  

Editing profile information

To update profile information, users:

  1. Click their profile picture in the upper right menu.
  2. Click Edit on their profile page.
User profile page with the Edit profile button highlighted

The Edit pop-up displays, which allows users to edit their picture, profile description, password, account info, and social media IDs.

To edit a profile picture:
  1. Click Picture.
Edit profile pop-up

Users have two options, they can upload a picture, or they can choose one from the available avatars.

User profile, Change picture page

To edit a profile description, users:

  1. Click their profile picture in the upper right menu.
  2. Click Edit on their profile page.
  3. Click Description.
  4. Enter a description.
  5. Click Save.
User profile, Edit description page

To change their password, users:

  1. Click their profile picture in the upper right menu.
  2. Click Edit on their profile page.
  3. Click Password.
  4. Enter their Current password.
  5. Enter a New password.
  6. Enter the new password again in Confirm new password.
  7. Click Save.
User profile, Change password page

To edit profile information, users:

  1. Click their profile picture in the upper right menu.
  2. Click Edit on their profile page.
  3. Click Info.
  4. Update their basic information as needed.
  5. Click Save
User profile, Edit info page

To edit social media links, users:

  1. Click their profile picture in the upper right menu.
  2. Click Edit on their profile page.
  3. Click Social media.
  4. Enter social media IDs for any platform they want to add to their profile. 
    1. Please note that users should enter their ID, NOT the entire URL. For example, in the case of Facebook, if the URL is https://www.facebook.com/sally.johnson.12, they only have to enter their ID, which is at the end of the URL - sally.johnson.12.

Social media pop-up

If users enter the IDs of their social media pages, their links will be displayed on their profile overview page. Please note that a social media link will only be displayed if they enter an ID.

To prevent learners from adding social media icons to their profiles, administrators can:

  1. Click Admin from the primary navigation menu.
  2. Click Policies from the fly-out menu.
  3. Click the Learners tab.
  4. Uncheck the Add social media links to profile page checkbox.
Admin, Policies, Learners, Profile section with the Add social media links to profile page setting highlighted


InfoNote that administrators can prevent users (other than administrators) from editing their profile through Admin > Policies > and then selecting Disable profile edit.

About tab

In the About tab, users can see their profile description and the Awards they've received, such as certificates and badges.

Profile page, About tab

Info tab

In the Info tab, users can see their profile description, login details, and their basic information.

To edit this information, users can click the Edit button.  

Profile page, Info tab

Enrolled tab

In the Enrolled tab, users can find information about the courses and paths they are enrolled in and information about their compliance status if they have courses that are required for compliance. The information displayed depends on the account type.

Info
Note that the way learners see other user's profiles and their own is different from the information that instructors and administrators see on profiles. 

Administrator view

When administrators access learner profiles, they can see learner progress, scores, time spent on courses, mastery details for enrolled courses, and more. From the Enrolled tab on a user's profile page, administrators can:

  1. Enroll users into courses and learning paths by clicking the Enroll button.
  2. Unenroll learners from courses by selecting the courses and clicking the Unenroll button.
  3. Mark courses and learning paths as complete by selecting the course(s) and clicking Complete.
  4. Deactivate and reactivate users from their courses by selecting the course(s) and then clicking the Reactivate or Deactivate buttons.
Profile page, Enrolled tab

Learners' transcripts can also be accessed directly from the Enrolled tab on their profile page. To view a transcript:
  1. Access the user's profile.
  2. Click the Enrolled tab.
  3. Select the course(s).
  4. Click Scores.

The user's Scores display for the selected courses.

  1. Select Detailed breakdown to see additional details.
  2. Click the PDF icon to save or print the scores.
  3. Click Profile to return to the user's profile. 
User Scores page with the Profile, Detailed breakdown, and PDF buttons highlighted

On the Enrolled tab of a learner's profile page, admins and instructors can see the number of days until the learner will be deactivated from a course. This information is available only for courses where you define the max number of days before the learner is deactivated.

To set the max days before a learner is deactivated, go to the course and visit its Admin > Configure > Deactivation area.

To extend the period until the learner is deactivated:

  1. Access the user's profile.
  2. Click the Enrolled tab.
  3. Click the more Ellipsis iconicon for the course.
  4. Click Extend from the menu.
Profile page, Enrolled tab with the Extend button highlighted on the More menu for a course

The Extend pop-up displays.

  1. Select the date when the learner should be deactivated.
  2. Click Submit.
Extend pop-up, with the Calendar displaying

Instructor view

When instructors access learner profiles, they can see learner progress, scores, mastery details for enrolled courses, and more. Instructors can also view and print learners' scores.

Instructors do not have editing and deleting permissions for accounts, and they cannot unenroll learners from courses from their profile pages.

User profile, Enrolled tab with the Scores button highlighted

Learner view

In the Enrolled tab of their profile page, learners can see their courses with information about their progress, scores, mastery, and more.

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Note that if a class is configured to not share mastery with the learners, they will not see the information related to mastery via their profile page.

Learners perspective of their user profile, Enrolled tab

Groups tab

In the Groups tab, users can see the list of their groups, the type of groups, number of members, scope, and more.

  1. If you are an administrator, you can add users to groups by clicking Add in the Groups tab of a user's profile page.
  2. To remove the user from groups, select the groups, then click on Remove.
User profile, Groups tab

If you are adding a user into a group, the Add into groups pop-up displays.

  1. Select the groups you would like to add the learner to.
  2.  Click Submit.
Add into groups with the checkboxes selected and highlighted for three groups and the Submit button highlighted

Teaching tab

Instructor profiles include a Teaching tab. The Teaching tab displays the courses and learning paths an instructor is teaching.

Administrators have access to add or remove instructors from courses directly from the Teaching tab of their profile page. To add or move instructors from courses:
  1. Access the instructor's profile.
  2. Click the Teaching tab.
  3. To remove the instructor from courses, select the course(s), then click Remove.
  4. To add an instructor to courses, click Add.
Instructor profile, Teaching tab

The Add as teacher pop-up displays.

  1. Select the course(s).
  2. Click Submit.
Add as teacher pop-up with the checkboxes selected and highlighted for three courses

Archived tab

In the Archived tab, instructors can see their list of courses that were archived.

Instructor profile, Archived tab

Completed tab

The Completed tab lists all of the completed courses for a user.

In the Completed tab of the learner's profile page, administrators can uncomplete courses and learning paths. To uncomplete a course or learning path:
  1. Access the user's profile.
  2. Click the Completed tab.
  3. Select the course(s).
  4. Click Uncomplete.
User profile, Completed tab

Profile settings

Custom tabs

Administrators can enable, disable, or reorder existing profile tabs, and they can also add custom tabs to the profile pages of users. To adjust the tabs on the profile page, administrators:

  1. Click Admin from the primary navigation menu.
  2. Click Accounts from the fly-out menu.
  3. Click the Profiles tab.
  4. Select or deselect the Enable? checkbox to show or hide a profile tab.
  5. Click Add to add a custom profile tab.
Admin, Accounts, Profiles tab with the Add button highlighted

When adding a custom profile tab, the HTML editor displays, which allows you to create the new profile tab.

  1. Enter a Title for the new tab.
  2. Use the built-in HTML editor to enter the Content for the new tab.
    1. To make the tab personalized for each user, you can use a special syntax {{variable}}. The initial set of variables are similar to those in rule actions - user_first_name, user_last_name, user_full_name, user_full_name_with_link, user_email, and user_id.
Admin, Accounts, Add custom profile tab editor

After adding the custom tab, you can edit it by clicking the Edit  icon . You can also disable or enable the tab, and you can delete it by clicking the trash Delete icon icon.

If the tab is enabled, it will be available on each user's profile page.

User profile, Custom tab

The most common use of custom tabs is to use javascript to embed content from a third-party site or service related to the user. For example, if information about the user is located on a given system, it can be loaded based on the user's email address, and used to create a custom tab whose HTML uses javascript combined with {{user_email}} to load and display that user's data from that system. 

Profile secondary text

The platform also allows you to add secondary text to a user's profile page that displays below the user's organization. For example, you can add a user's department or job title to their profile. To add secondary text to profiles:

  1. Click Admin from the primary navigation menu.
  2. Click Accounts from the fly-out menu.
  3. Click the Profiles tab.
  4. Select an account field from the Account field drop-down menu in the Profile secondary text section. 
  5. Select the Include the name of the account field checkbox if you would like to include the name of the account field (such as Job title). 
Admin, Accounts, Profiles, Profile secondary text section with the Include the name of the account field checkbox selected and an Account field chosen from the drop-down menu

The account information will be displayed under the primary text on user's profile pages.

User profile with secondary text listed for their profile

The secondary text in the profile is calculated using the following rules:

  1. If you have set up an account field to display secondary text and the value of that field is present for the user, the account field value is displayed.
  2. If you are using organizations and the user is not in the default or "none" organizations, the name of the site is displayed as the profile secondary text, otherwise,
  3. If you are using the network feature, then the name of the network is displayed as the secondary text, otherwise,
  4. No secondary text is displayed.

Public profiles

To enable public profiles, administrators must first install the app. To install the Public profile app:

  1. Click Admin from the primary navigation menu.
  2. Click App center from the fly-out menu.
  3. Install the Public profiles app from the Sharing section.
Admin, App center, Sharing section with the Public profiles app highlighted

After installing the app, public profiles are enabled for most account types, except for learners. To enable public profiles for learners:

  1. Click Admin from the primary navigation menu.
  2. Click Policies from the fly-out menu.
  3. Click the Learners tab.
  4. Select the Enable public profiles checkbox. 
Admin, Policies, Learner tab, Profile section with the Enable public profiles checkbox selected

When public profiles are enabled, they are available to be activated at the user level. This is indicated on the user's profile, under their name.

To activate a public profile, users:

  1. Click their profile picture in the upper right menu.
  2. Locate the Your public profile is not activated  text on the banner image, and click the cog  icon next to the text.
  3. Select the Enable profile? checkbox.
  4. Users can also update their Profile ID, and determine if they want to enable the Show friends? and Enable messaging? settings.

When a public profile is enabled, its URL is displayed on the user's profile page and can be seen by all users. 

If you visit the public profile URL, you will see the public version of the profile page.

  1. A user's awards display. Click See all to see a larger tiled view of the awards.
  2. If the class or learning path associated with an award has a public catalog page, it will be linked to that page.
  3. If enabled, a list of the friends who have public profile pages is listed in the right column with links to their public profiles. 
Example of a public profile

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Please note that public profile pages are not available for archived users.

Users can also change the background picture of their profile page. To change their background picture, users:

  1. Access their profile.
  2. Click the cog  icon in the upper-left corner of the image. 
  3. Click Change Picture.
  4. Upload a background picture (the recommended size is 2600 x 400 px).
  5. Click Save.
Info
Please note that you can enable or disable the ability for admins, instructors, and learners to upload their own profile backgrounds through Admin > Policies > General > Profiles.
User profile with the cog icon highlighted on their background picture
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