User management
Support for managing user accounts and access.
By Liam1 author16 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.
- Assign an absence reasonGuidance on how to assign an absence reason to a user to exempt them from compliance reporting.