User management
Guidance on creating new users, managing existing users and removing users from the system.
System rolesGuidance on how system roles work and how to apply them to users
Create a teamHow to create a team to group users across your organisation
Move users to a different organisation unitGuidance on how to change a users organisation unit by moving them from one unit to another.
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.
Add users and team leaders to a teamHow to add users to a team and set team leaders for them.
Create a line managerGuidance on how to create a line manager and assign to users.
Set reporting lines and relationshipsGuidance on how to set a relationship or reporting line between a system role and a user.
Merge user accounts on LMS² sites based outside of Access EvoGuidance on how duplicate user accounts can be merged on Access LMS Evo sites based outside of Access Evo.
Assign a delegate managerGuidance on assigning a user as a delegate manager
Set up automatic archiving and deletion usersEnable user archiving and deletion to automatically archive or delete users by employment or last log-in date.
Reporting scopesGuidance on allocating reporting scopes for users to affect what they can see and do in the system.
Assign the SM&CR system roleGrant access to the SM&CR toolkit by assigning a user the SM&CR system role.
Create, edit or delete organisation unitsCreate new, edit existing or delete unwanted organisation units.
Manage users in My Team ActivityUsing the My Team Activity area to view and manage training assigned to users.