Users

Users

Overview

The Users area provides an overview of the people in your business, their role, and their course and group information.

Users catalog

To see an overview of all the users in your business:
  1. Click Users from the primary navigation menu.
  2. Click Catalog.
Main navigation menu with the Users fly-out open and Catalog highlighted

The User catalog displays. User roles display as tiles, with the number of users in each role listed on the tile. It's important to note that users can have multiple roles, and will appear in each of their respective role categories.
To learn more about user roles and permissions, please visit the Account types topic.
To quickly locate a user, you can use the Search filters in the right panel.
  1. Name: Enter a full or partial name to begin filtering the list of users.
  2. Email: Enter a user's full or partial name to begin filtering the list of users.
  3. Organization: Select an organization to view a list of users in that organization.
  4. Role: Select one of more roles to filter users by role.

Users, Catalog page showing user types and the search box

In this example, the list of users is filtered by users with a first or last name beginning with M.
  1. Click the reset icon reset icon in the Search panel to clear the search filters.
Users, Catalog page filtered by name from the search box


If you click on a user role category, a list of all users in the role display. You can sort the list by any column that displays up or down arrow icons.

  1. Name: Click the up or down arrow icon to sort by user name in ascending or descending order. 
  2. Last visited: Click the up or down arrow icon to sort users by the last time they visited. You can sort from most recent to oldest.
    1. Note - "Online" displays for users currently online.
Info
Please note that sorting changes are not saved. If you change the default sort order for a list, it will reset when you leave and return.
Users, Learners page with the sort Name and sort Last visitor arrows highlighted

The type of accounts in the Users tab include:

  1. Learner: Learners can enroll in courses, communicate with instructors and friends, and use collaboration tools.
  2. Instructor: Instructors can create and teach courses, create and grade assignments, communicate with learners, etc.
  3. Administrator: Administrators have full privileges on the site, they can customize the site, set policies, create accounts, etc.
  4. Teaching assistant: Teaching assistants can help instructors to run courses but cannot change course content or delete a course.
  5. Manager: Managers can generate reports for all the learners in the same organization, but cannot change content, create courses, etc.
  6. Monitor: Monitors are read-only administrators that can access most pages of the site, but cannot make changes.
  7. Mentor: Mentors are users that primarily provide personal assistance to other users, called mentees.
  8. Affiliates: Affiliates can get a commission on referral. Each Affiliate user has its own affiliate link which they can use to bring visitors to the portal.

My circle

To view users you interact with directly-such as your friends, mentors, mentees, students, and instructors-go to My circle. To access your circle:

  1. Click Users on the primary navigation menu.
  2. Click Category from the fly-out menu.
  3. Click the My circle tab. 
The users in your circle are organized into categories based on their account type.
  1. Click on any of the tiles to see the users in each category.
Users, My circle page

Users in the category will display. In this example, a list of friends is shown.

  1. Click the search icon to search for users from the list.
  2. Select a user and click Message to send the user a direct message.
  3. Select a user and click Remove to remove the user from the list.
Users, Friends page showing the Search, Message, and Remove buttons

Monitoring

Monitoring is a feature that allows you to look at the communications between users. Administrators can monitor all members, and instructors can monitor their learners. In order to use the monitoring feature, it must be installed by an administrator, and enabled for your site. To learn more about enabling Monitoring, visit the Policies article.

If Monitoring is installed and enabled on your site, you can use it by:
  1. Accessing a learner's profile.
  2. Clicking Monitoring from the Communication section in the right panel.
User profile page with the Monitoring button highlighted

Alerts

If monitoring is enabled for your business, you can enable alerts, which provide a report of potentially offensive messages that are sent or received. To turn on alerts:

  1. Click Users on the primary navigation menu.
  2. Click Catalog from the fly-out menu.
  3. Click + Enable alerts. 
    1. Note - alerts are sent once a day to reduce the volume of messages.
Users, Catalog page with the Enable alerts button highlighted


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