Users - Help Center Documentation

Build a dependable approach to managing employees, customers, and partners in Eurekos. Understand how accounts, responsibilities, organizations, and learning access work together throughout the user lifecycle.

Select an account-creation route that fits your audience and operating model. Understand which routes also involve organization membership, training enrollment, or an external identity system.

Find the right account, understand the available account information, and carry out individual or bulk actions safely within your permitted scope.

Create an individual account with the right information and responsibilities. Help the person complete registration or resolve first-access problems without confusing account access with training enrollment.

Create or maintain many user accounts using the current import template. Control identity matching, profile updates, organizational relationships, and any connected enrollment before processing a large population.

Design a clear route for people to join the academy or an invited audience. Understand registration forms, verification, organizational context, and Pending-account approval.

Understand how connected systems create, identify, and maintain users in Eurekos. Resolve account and profile issues with the correct owner while keeping authentication, membership, and learning access distinct.

Keep user information accurate and useful for learning, reporting, and administration. Understand field ownership, edit permissions, preferences, questionnaires, and the difference between profile data and Transaction information.

Assign responsibilities that fit the work people need to perform. Understand how system roles, organizational scope, activity responsibilities, and Immediate Manager relationships combine to determine access.

Find the evidence needed to answer questions about one person’s training, progress, certificates, and history. Understand what the profile and transcript show and when to use the underlying activity or report instead.

Control platform access when users await approval, become inactive, or leave your audience. Choose between blocking, reactivation, and deletion while keeping training participation and historical evidence separate.

Consolidate confirmed duplicate accounts into the intended surviving identity. Understand which records are transferred, how overlapping progress is handled, and why identity mapping and deletion choices must be reviewed first.

Use the profile as a central support view for identity, relationships, preferences, access settings, and connected learning evidence. Understand what each area represents, who may own the data, and where to verify the underlying record.

Predefined roles define what users can see and manage on the platform—from full administration to course management, reporting, or standard learner access.

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.