Training Administration Help

Editing Learner/User Profiles

It is easy to modify a learner profile if you need to make some changes. For example, you may have misspelled a name or you may need to add a supervisor.

Editing a Learner/User Profile

Select Edit Learner Profile from the User/Training Administration Menu.

Select a learner from the list by clicking on the appropriate row and you will be brought to the screen to edit the Learner Profile. Make the necessary changes, check the Notify Learner checkbox if you wish to send an email to the learner (in most cases, you will not want to do this), and click the Update button.

Important Information

  1. The only thing that you cannot change is the username which we recommend always be the person’s email address in all lowercase.  It will automatically be filled in when you fill in the email address and tab off of that field. If you need to change the Username, please contact us.

Editing Multiple Learners at Once

If you have two or more profiles you need to change at the same time (for example, you need to change the training group for several learners), you can use the List Learners feature to select those profiles you need to change and you will then be brought to each profile, one after another.  Here is how it works.

Select List Learners from the Report and Reminders tab.

If you have a lot of learners, you will find it helpful to use the filters (2) to narrow down the list of learners. You can add additional fields to the table as necessary by selecting them in Additional Controls (1).  Then, select the names of people whose profiles you wish to edit.  If you select someone by mistake, click on their row again and they will be removed from the selection.

When you have made all of your selections, click the Bulk Action button for Edit selected Learners.

You will be brought to the first User Profile.  Make the necessary changes and select Update.  Now the second User Profile will display and so on until you have gone through the entire selection.

If a profile appears that you didn’t mean to select, make no changes, but select the Update button and you will be brought to the next profile.

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If you have questions or need help, call us or email us. Our official hours are weekdays 8am to 5pm EST, but you will often talk with a live person outside of those hours if you call. Calling from North America: Toll-free 800-810-8326 Calling outside of North America: 802-496-5888