When it comes time to create new users on your LMS portal, authorized administrators can locate the 'Add User' area of the site by first clicking on 'Site Management', then on the 'Add User' tab available from the left navigation area.
When entering information on the 'Add User' page, it's important to remember a few key items:
Username - The LMS requires a unique username for each user record in your LMS. You may also want to consider a naming convention for assigned usernames (e.g. first initial, last name) to help identify a particular user's record at-a-glance.
User Effective and End Date - These dates represent the effective date for this user's master record in the LMS. This differs from Profile Effective and End date, which tie to the user's profile at a given work location(s). Typically this master user record is only end-dated (resulting in an inactive users status) upon overall termination of the employee from the organization. Effective date can be set for a future date if desired, and it is not necessary to populate and end-date during setup.
Organization - When selecting an organization from the search results, it is important that the user's primary profile be assigned to a 'Location' within the organization hierarchy. This ensures the user can successfully login to the LMS and that authorized administrators will be able to impersonate this user during support activities.
Primary Profile - Check this box when adding a new user to the LMS; this helps ensure the user will be able to successfully login to the LMS and allow for impersonation by authorized administrators
Default Profile - Check this box when adding a new user to the LMS; this helps ensure the user will be able to successfully login to the LMS and allow for impersonation by authorized administrators.
Position - The LMS uses Position assignment to define manager and subordinate reporting structure in your portal. Be sure to select the appropriate Position and Position Effective Date; additional positions can be assigned to this Profile after the User is created. (Again, note that Position End Date is not required during setup.)
Role - The LMS uses Role assignment to control access rights in your portal. Be sure to select the appropriate Role and Role Effective Date. Generally you will want to ensure that the user is assigned as a student to access learning resources within the LMS; additional Roles can then be assigned to this user's profile once created.
Email - Email Address is required when adding a new user to your portal. It's important to select a regularly accessed email account as this information is also used in ongoing communication by the LMS for a range of system generated notifications (e.g. enrollment notification, waitlist confirmation, etc).
Password - Administrators can enter a pre-defined Password (one strong enough to pass system requirements), or have the system auto-generate a new password by selecting the appropriate checkbox.
Instructor - If this new user will serve as an Instructor in this LMS portal, you can mark the appropriate check-box. You will then be able to select this user when adding him/her as new instructor under 'Site Management'.
'Yes, notify user of the new account' Checkbox - Based on the email address information provided, the system can automatically notify the user with their new credentials and instructions on how to access the LMS.
Clicking on 'Submit' will complete the creation of this new user account; the authorized administrator can then edit this user account by searching for this new user by clicking on 'Users' from the left navigation area.
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add users
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LMS FAQ
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