Users - Help Center Documentation
Manage users, roles, permissions, and profile data — including bulk user import and account updates — to ensure secure access, accurate segmentation, and controlled governance across the platform.
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Roles (Overview and Permissions)
Predefined roles define what users can see and manage on the platform—from full administration to course management, reporting, or standard learner access. -
User Profile
The User Profile is the platform’s central hub. All permissions, enrollments, automation, reporting, and access are driven by the data stored on each user’s profile. -
Merge user accounts
Merge multiple user accounts to retain training history, certificates, progress, and transactions. Select the main account to keep—other accounts are permanently deleted and their data transferred. -
Users list
Manage users efficiently from the Users list using search, filters, and bulk actions. Create, import, export, enroll, block, merge, or delete users in just a few clicks—based on dynamic profile data, without relying on static groups. -
Create a new user
Create users manually or automatically via the Users list, activities, import, QR links, self-signup, API, or SSO. User creation alone does not grant training access.