Introduction
Use this section to enter or update details about a user.
Note: The Basic Information left-hand side menu is displayed when security setting 73: Basic Information is enabled.
Note: If the User Manager security group does not have security granted, then the Basic Information left-hand side menu for that user is displayed as read-only. No other left-hand side menus are displayed.
Procedure
1. From the Users menu, click Add New User.
Note: The Add New User left-hand side menu is displayed when security setting 97: Add New User is enabled.
The Basic Information screen is displayed:
Basic Information for a User
2. Use the Community drop-down list to select the community to which the user will belong.
A user can belong to only one community.
Note: A user's community can also be changed through the Account Management module.
3. In the External Membership ID field, specify the unique code for this user that can be used for external reporting purposes.
You can specify a maximum of 80 characters (alphanumeric).
4. In the User Name field, enter the name of the user.
You can enter a maximum of 50 characters.
5. In the Password field, enter the password associated with the user.
Password requirements are client-specific, based on the values defined in the Password Policies global settings. It is recommended that you use a combination of letters and numbers rather than something simple, such as a pet’s name or a phone number.
You will receive a warning message if you specified a password that does not meet the requirements.
6. In the Verify Password field, re-enter the password.
This is required for security reasons, and allows you to verify that you entered the correct password.
Note: When editing a user, the ability to reset a user’s password is based on security setting 212: Password Reset Button. When enabled for a user, you want to edit, click the Reset button that is displayed, a pop-up window will be displayed where you can enter a new password for the user. Make sure you save your changes.
7. In the Challenge Phrase field, enter a phrase that will prompt the user to remember their password if they should forget it.
The phrase will be used when, after accessing the login screen, the user clicks the Password Reminder link.
This field, and the next one, are displayed based on a global setting.
8. In the Challenge Phrase Answer field, enter the answer to the challenge phrase specified above.
Note: This value is optional. If you do not enter an answer, the user will not be required to enter an answer to the challenge phrase.
9. In the First Name field, enter the user’s first name.
You must specify a minimum of one character to a maximum of maximum of 50 characters.
10. In the Middle Name field, enter the user’s middle name.
You can specify a maximum of 50 characters.
11. In the Last Name field, enter the user’s last name.
You must specify a minimum of one character to a maximum of 50 characters.
12. Use the Job Position drop-down list to specify the job position of the user.
While specifying one is not mandatory, setting a job position can automatically link users to learning activities, including LearnTracks.
13. Use the Language drop-down list to specify the language in which LearnFlex will be displayed for this user.
The languages available from this list are user-defined through a global setting.
Note: The user can change the language through their user profile or dynamically from the Language drop-down list located in the upper right-hand corner of the main LearnFlex screen.
14. Use the Bilingual drop-down list to indicate if the user is English-French bilingual (yes) or not (no).
15. Use the Time Zone drop-down list to select the time zone where you reside.
The default value is defined through a global setting but can be changed here as needed. Contact your LearnFlex representative for details about the global setting.
This selection determines the values available in the next drop-down list.
16. Use the Daylight Saving Time drop-down list to associate a daylight saving time with the selected user.
Note: This drop-down list is displayed when security setting 782: Daylight Saving Time is enabled.
The values available for the associated time zone are configured in the Daylight Saving module. This is for informational purposes only.
The user can overwrite this value through their user profile.
17. In the Email field, enter the user’s primary email address.
The user will receive system emails and automated messages to this address.
18. In the Email (Alternate) field, enter a secondary or alternate email address for the user.
Note: Automated messages such as system messages and configurable messages are sent to this email address instead of the main email address (specified above).
19. Check the Delivery Provider Administrator check-box to make this user a delivery provider administrator.
When the Delivery Provider Administrator box is unchecked the user will only be able to see their own course content when searching for courses . However, users designated as Delivery Provider Administrators (with the box checked) can see all other delivery providers course content when searching for a course. If you wish to limit the visible course content to specific delivery providers then use the Delivery Providers for a User page.
Note: Security setting 819: Delivery Provider Administration must be enabled to see this check box.
Note: The Secure Delivery Provider box must be checked on the Client Setup screen. Contact your LearnFlex representative for details.
20. Check the Allow Promotional Email box to allow promotional emails to be sent to this user.
Promotional emails are not spam, but are generally intra company correspondence sent out by your administrators to advertise new courses, and so on. They are flagged as such from within the Automated Messages module.
This box is checked by default.
21. Click Save to keep your changes.