From the Administration menu, select Users > Search Users and click Edit User Account for the account you wish to edit. On the “General Info” tab of the User Details page, click the + symbol next to “Additional Information” to expand the page. In the “End Date” field, enter the day on which you want the user account expire, and then click Save User at the bottom of the page. Doing this on the General Info page will cascade the end date to all of the user's profiles, positions, and roles automatically.
Inactivate a User Profile
Before doing this, you must ensure the user has at least one other active location-level profile in place. From the Administration menu, select Users > Search Users and click Edit User Profiles for the account you wish to edit. From the “Profiles” tab, click Edit Profile to modify the targeted profile. Enter an End Date for the profile's Organization and deselect it as Primary or Default, if those are currently enabled. Those settings should be enabled on one of the user's remaining location profiles.
Click Submit to save the change and cascade the end date to the profile's positions, roles, and other information.
Use the "Quick Profile Update" Tool
The Quick Profile Update tool allows administrators to quickly create new Primary Profiles for existing users, while automatically inactivating the user’s existing Profile. From one page, you can select updated Location, Position and Role assignments from drop down lists, replacing the manual process described above. This feature is found on the Administration menu under Users > Quick Profile Update.
Important: The Impact of Inactivating User Accounts and Profiles
Portal Administrators can reactivate inactive user accounts and related profiles. From the Administration menu, select Users > Search Users and click Edit User Profile.
To make the selected user active, an administrator must first configure at least one active profile for him. Do this on the user's Profiles page in one of two ways:
To help streamline user reactivation, the system also applies the new/null Profile End Date values to the User's master Account record. After successfully activating a user's Profile, always check their General Info tab to confirm complete reactivation, removing the End Date on that tab if found.
The user can then log into the LMS with their original username and password, unless you choose to reset the password at the same time.
Users who have multiple active profiles may need to toggle between profiles, essentially “switching hats”, as necessary to complete their LMS duties. For example, a user may complete a corporate training requirement with her Student profile under her default Location (which becomes the location associated with her transcript) and then toggle to a secondary Location where her Location Administrator profile allows her to manage her employees working at the secondary location. Portal Administrators who take part in LatitudeLearning's Navigator training programs can also toggle profiles to access their Navigator profile, where LMS training courses are available in the course catalog.
You can toggle between profiles quickly by using the LMS Header. Use the drop-down arrow next to your name in the header:
Switching profiles is particularly useful for Portal Administrators with a Company-level profile when they want to edit Courses, Resources, Majors, and other information that are tied to a Business Unit outside of their own default Business Unit. For instance, the approval requirements on a specific course can vary Business Unit. If a Portal Administrator is logged into "Business Unit A" by default (based on their default location), any change made to that course's approval settings will only apply to Business Unit A. To change the course's approval setting in "Business Unit B", the portal administrator must activate a profile in Business Unit B by entering a location related to Business Unit B in the Company profile activation field.
To return to your default profile, click RETURN TO DEFAULT PROFILE icon in the header next to the header Course Search field.
LMS users who teach instructor-led courses should be assigned the Instructor role. This Role allows them to manage course enrollments, classroom offerings, training facilities and more.
An instructor’s User Details page includes an additional “Instructor Profile” tab, where he or she can provide instructional language, qualification and availability information. This profile also indicates which Courses they are qualified to teach and which Facilities they use. Click Schedule at the top of the page to view the Training Calendar, which shows currently scheduled classroom course offerings.