User management
Support for managing user accounts and access.
By Liam and 1 other2 authors18 articles
Create a new userGuidance on the various ways to create a new user account.
Understand and assign system rolesGuidance on how system roles work and how to apply them to users
Understand and assign reporting scopesGuidance on allocating reporting scopes for users to affect what they can see and do in the system.
Create a teamHow to create a team to group users across your organisation
Create, edit or delete organisation unitsCreate new, edit existing or delete unwanted organisation units.
Set reporting lines and relationshipsGuidance on how to set a relationship or reporting line between a system role and a user.
Create a line managerGuidance on how to create a line manager and assign to users.
Assign a delegate managerGuidance on assigning a user as a delegate manager
Add users and team leaders to a teamHow to add users to a team and set team leaders for them.
Manage users in My Team ActivityUse the Activity Log in Check In to view and manage training assigned to users.
Move users to a different organisation unitGuidance on how to change a users organisation unit by moving them from one unit to another.
Assign the SM&CR system roleAssign a super administrator access to the SM&CR system role.
Deactivate or reactivate a userGuidance on how to remove a user profile from Access LMS Evo by deactivating the member in Access Evo.
Data import overviewEverything you need to know about performing a bulk import of data to Access LMS Evo.
Set up automatic archiving and deletion of usersEnable user archiving and deletion to automatically archive or delete users by employment or last log-in date.
Manage learners in Learning HubView learner progress, assign courses, and track completion rates across your organisation.
View a learner's profile in Learning HubAccess a learner's profile in Learning Hub to review progress and achievements.
Assign an absence reasonGuidance on how to assign an absence reason to a user to exempt them from compliance reporting.