Note: You
If your company does not have HRIS (Human Resource Integration Systems) connected to Manager, users will be managed within Users and Admins. You can add/edit and archive users this way, as well as track the progress of a specific person’s training records. To promote a user you will need toAdd a User
- Click on the blue + button
- 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
- To promote the new user to an administrator, toggle the button on
- The Administrator details will appear on the user profile
Set Admin role
- From the Administrator details, click Admin Role
- Select the type(s) of access the user needs
- 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
- Select the groups the user can access
- Click APPLY
- Click Save on the user profile to save your changes
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