Gold-level administrators and above have the capability to manually add users through the process described below. In the absence of an HRIS (Human Resource Integration System) connection with Manager, user management, including adding, editing, and archiving, is conducted within the Users Listing, or Users and Admins for Platinum-level administrators and higher. This interface also allows for the monitoring of individual training records. For administrators at the Platinum level or above, the option to promote users is available. This process requires the specification of the user's new role and their associated groups or worksites. To gain a deeper understanding of the various roles, please refer to the Access Levels.
Add a New User
- Click on the blue
button
- If you are a Gold-level administrator, navigate to to User Listing
- Fill in the fields to complete the user’s profile
- Fields with an asterisk* are required
- Username is what a user will need to sign into Manager/eLearning
- User ID is often the employee ID number
- Press Add when all required fields are complete.
Promote User to Admin Level
- To promote user to an administrator, toggle the Administrator to the on position.
- The toggle will turn blue when enabled.
- See Copy Admin User Properties for how to quickly copy other Admin credentials.
- The toggle will turn blue when enabled.
- The Administrator details will auto-populate and appear on the user profile.
- From the Administrator details, click Admin Role.
- Select the type(s) of access the user needs.
- For more information Admin roles, refer to the Access Levels article.
- For more information Admin roles, refer to the Access Levels article.
- Click Apply.
Set Supervising Worksites and Groups
- From the Administrator details, click Admin for these worksites.
- Select the worksites the users can access.
- Click APPLY.
- From the Administrator details, select Admin for these groups.
Note: Dynamic Groups are automatically added to Silver + Admins profile as Group Admins. - Select the groups the user can access.
- Click APPLY.
- Click Save on the user profile to save your changes.
Note: The login credentials for the new admin record will be the same as the user.
Demote User
The Demote User function is an option for those with Platinum (Customer Admin) access in Manager. You can use this function to demote those with Gold (Supervisor Developer) access to User-level access.
- From the Users section, select Users and Admin and search for the name of the admin
- Select the Admin's User Name to view Properties.
- On the Properties tab, turn the Administrator toggle off.
- You will be asked to confirm the demotion of the administrator, click DEMOTE.