Keeping track of users might be a regular task for you, but don't worry, we're here to lend a hand! Let's explore some effective strategies for quickly locating the user you need.
Use Case Information
Anyone who is assigned a role that has Manage Users permissions will be able to easily search for an existing user within the site. These Users will have the ability to do the following:
- Review a user's profile
- Adjust user permissions
- Provision Content and Panorama Access
- Filter the learner list by status, Panorama, language, learner reference fields, and preferred currency
Note
Depending on the particular permissions configured for your role, you may not be able to access and modify user details. See Editing a User Record for more information.
Tip
You can also create custom admin roles to suit your needs. See our Managing Admin Users article for more information about how to create a custom admin role.
How to Find a Learner
Search for an Individual Learner
Search for an individual learner when you need to update learner information, grant access to content, or disable a learner so they can no longer sign into your site. Additionally, you can view learner engagement, forgive assessment attempts, manually grant certificates and awards, and view select learner reports, among other actions.
- From your homepage, select Users > Learners.
- Navigate to the search field at the top of the page and enter the user email address or name you're searching for.
- Click the magnifying glass to hit Enter to complete the search.
- Once you locate your user, click on the user's name to view the user's profile. If a user is part of a Panorama, the name of the Panorama will be listed under the Panorama column of the search interface.
- From here, you can view or modify user information.
- Click Save.
Tip
To view disabled learners, filter by Status. Choose Disabled Only or All Users. This is a great first place to check if you're having trouble finding a user.
Filtering the Learner List
In addition to searching by name or email, you can filter the learner list by status, Panorama, language, and learner reference fields to narrow your results.
To filter the learner list:
- From the Learners list, click the filter icon next to the gear icon in the top right of the page.
- Select the checkbox next to each field you want to filter by, such as Status, Panorama, Language, or any of the Learner Ref fields (Ref 1–10).
- Use the dropdown that appears in the toolbar for each selected field to narrow your results. For example, set Status to Enabled only, or select a specific value for a Learner Ref field.
- Repeat for additional fields as needed. Filters can be combined to narrow results further.
If your site uses New eCommerce Engine with multi-currency enabled, you can also filter the learner list by preferred currency. Within a Panorama's learner list, you can filter by license.
Tip
Your selected filter fields are saved, so they'll still be displayed the next time you view the learner list.
How to Find a Manager
Search for an individual manager when you need to update user information or disable a manager so they can no longer log into your site. Based on the admin's permissions, you can complete similar actions as when you view a learner's profile, like view a manager's content engagement and manually grant certificates and awards. Be sure to carefully review each role's permissions by category by visiting Users > Managers > Select Role > Click Gear Icon > View Role Permissions.
- From your homepage, select Users > Managers.
- Navigate to the search field at the top of the page and enter the user email address or name.
- Click the magnifying glass to hit Enter to complete the search.
- Once you locate your user, click on the user's name to review manager details.
- From here, you can view or modify user information.
- Click Save.
Tip
To view disabled managers, click View Disabled at the bottom of any role list. This is a great first place to check if you're having trouble finding a user. Once you've navigated to any disabled users list, you can still use the search feature to get results across manager roles for disabled users.