Users: the basic profile – Knowledge Base

View a learner's profile

Learn what features and options are available to an admin or a manager, from an individual learner's profile.

Availability: all customers

all admins: can access all profiles within their portal. Only admins can access user type settings in a user profile, and change a user's type: for example, from a learner to a manager. A manager can't create new managers, instructors or admins
managers assigned to a group: can access the profiles of learners in the manager's group
instructors: no access to learners' profiles

See Managers: set permissions to manage groups for the types of changes a group manager can make for learners.

Learners can access their own user profiles. See Your profile: the learner view.

From main navigation go to Users, to view all users in the portal.
Use secondary search to find an individual user by name, email or username, as required.
Select an individual user's name to open their profile.

Tip: The user's profile is also available from More > Profile, aka 3-dot menu.

The following screenshot shows a sample of the default view of Users:

the user's type appears in this view, one of Learner, Manager, Instructor, Admin
the number next to the book icon refers to the user's number of course enrollments
the number next to the people icon refers to the user's number of group assignments

The following screenshot shows an example of a user's profile.

From User's Summary you can:

review and change the user's type (admin access only) - see User types and permissions: overview
deactivate the learner's 2 factor authentication, if they are locked out of their account - see Portal setup: two-factor authentication (2FA)
enable or disable the account
set an expiry date for the account, after which the user can't log in - see Disable a user account, or delete an account
set or reset the user's password - see Users: set and reset passwords
permanently delete the account - see User privacy: request permanent account deletion

Note: If associations and membership types are enabled, the membership type appears in the User Summary, and is editable. See Associations and membership types: overview and setup

Admins can access the user's type, and change it. See Collection: user types and permissions.

From Custom User Data, you can view and edit the user's custom user data. See Custom user data: set up custom fields.

From Recent Activities, you can view the individual user's activities in LearnUpon from their first login onward, including:

From Training Calendar, you can view the user's scheduled courses and ILT sessions.

See: