User administration options available to you will depend on your administrative role and permissions. User accounts are added to the system for the following purposes:

• A new employee who will function in one or more user roles of the system

• A fabricated user to be the subject/teacher for a calibration event (this user name should mirror the name of the teacher/employee in the calibration video)

• A fabricated user to be used for training purposes

Your portal and screen views will reflect your organization’s specific naming conventions, terminology, and configuration choices.

Access User Accounts to:

• Check to see that demographic information is accurate and up-to-date

• View Course Completions

• View Transcripts

1. Login with your user credentials.

2. Click Administration.

3. Select User Accounts.

4. Search for any user.

5. From the drop-down, select View.

6. Click User Accounts to return to the search screen.

7. From the drop-down, select View Courses.

8. Click User Accounts to return to the search screen.

9. From the drop-down, select View Transcript.

Access User Accounts

1. Click Administration in the tabs along the top of the screen.

2. From the System Administration menu, select User Accounts.

3. The User Accounts page will display, listing all users to which you have access.
   
   

   Open

   

   1. To narrow the list of users, use the search field and filters. (Users are filtered by active status by default.)

   2. To add a new user, click Create New User.

   3. To search using more detailed criteria, click Advanced Search.

   4. To access actions enabled for your role, click the drop-down menu. Actions include:
      
      

      1. View: Select to view the user's account.

      2. Edit: Select to edit the user's account.

      3. Delete: Select to permanently remove the user's account from the system.

      4. View Courses: Select to view any courses associated with the user.

      5. View Certificates: Select to view any certificates associated with the user.

      6. View Calibration Status: Select to view the user's calibration status.

      7. View Transcript: Select to view the user's transcript.

   5. To assume the identity of a user and view the portal with their permissions, click the person icon.

   6. To access a user account for viewing and editing, click the user name.