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Quick Profile Update
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The Quick Profile Update tool provides authorized administrators a streamlined way to conduct user management tasks, such as updating primary profile assignments, or deactivating and reactivating users. While standard Add/Edit User capabilities are restricted to Portal Administrators, this tool can be expanded to other roles as a limited extension of user maintenance responsibilities.
This document describes how to use the feature found in the left navigation menu, under
Users > Quick Profile Update
Modifying Users with Quick Profile Update
On the Quick User Search page, search for users you wish to update, either by Location or Username. Leave both criteria blank to return all users you oversee.
Search by Location
: Enter the
, if known, or click
Select a Location
to launch the Organization Picker. This returns all users associated with that location and entries for each of their profiles, if there is more than one. Working from the user list, you will be able to update one user/profile combination at a time.
Search by User
: Enter the
, if known, or click
Choose a User
to launch the User Picker. This returns profile entries for a single user.
: Search results are restricted to the administrator’s highest organizational level. An administrator with a profile at the Location level would only see users from that Location, while administrators at the Division level would see users across the Locations associated with their Division. Users with multiple profiles are listed as separate items in the result set, allowing the administrator to take action separately on each profile. Additional information about user visibility is found in
Administrative Data Scoping for Franchise Model Businesses
From the search results, take the desired action for any user that requires an update.
Edit User Profile
: Open the user's current profile information for review or manual modifications.
: Instructions provided below.
: Visible for Active profiles. End date the user’s profile, rendering that particular Location assignment inactive. If that profile were the user's only or last active profile, the system will automatically deactivate the user’s account.
: Visible for Inactive profiles. Removes the end date on the profile, making it active again. If the user's account were completely inactive, this change will cascade to reactivate the user’s account as well.
button opens in a new window with Location, Position, and Role information for the selected Profile. Make changes as described below.
: Enter the new
to open the Organization Picker. If the changes only involve the position or role, it is not necessary to alter this entry.
: Select the appropriate position from the drop-down list, if a change is required.
: Select the appropriate role from the drop-down list, if a change is required.
. The system will indicate if the update was successful. You can then close the window and return to the search results to continue making changes, as needed.
automates four major tasks in the LMS.
The selected profile data (previous location, position, and role) is end-dated with today's date.
The new profile assignments are made Primary.
The modified user receives a message titled "LMS User Profile Updated" that lets them know a system administrator has modified their account. Portal administrators have the ability to
modify or inactivate the system default messages for this event
Site Management > Edit Messages
. The message name is "User Profile Updated - Quick Profile Update".
Depending on which option is selected under
Site Management > LMS Information > Inactive Profile Enrollments
, all incomplete course transcripts (e.g. Scheduled or Launched) tied to their previous location are either cancelled or moved to the new location.
: Users are notified of course cancellations, but the message/email will not indicate why. Exploring the user’s training history will reveal a “Cancel [date] by LMS Automated Processing” message. The completion date shown represents the date enrollment was cancelled.