Articles in this section

See more

Performing administrative actions on users or groups in your learning space

Avatar
Support
  • Updated
Follow

The People page consists of two tabs:

  • USERS - Lists the users who have signed up for or been invited to your learning space. For more information, see 'Adding users to Clui'.
  • GROUPS - Lists the groups that have been created in your learning space. For more information, see 'Creating groups' or 'Managing groups'.

From these tabs, you can perform actions or manage settings related to the users or groups within your learning space. Refer to the sections in this article for more information:

Administrating users or groups

To perform an administrative action, access the USERS or GROUPS tab on the People page accordingly, then select the checkboxes next to the users or groups you want to apply the action to (alternatively, select the checkbox at the top of the table if you want to apply the action to all users or groups).

The following actions are available when you click the three-dot menu icon that appears when you hover over a user account on the USERS tab:

  • Add to groups
  • Remove from groups
  • Assign courses

The following actions are available when you click the three-dot menu icon that appears when you hover over a group name on the GROUPS tab:

  • Manage group
  • Delete group

Note: The 'Manage group' action enables you to edit the group name, associated Slack channel, and whether or not learners can join the group at signup or need to be assigned by an administrator. You can also add or remove group-assigned courses.

To further administrate a group, click the name of the group to access its group space.

Performing bulk actions on users or groups

To save time, you can perform certain actions on multiple users or groups at one time.

Follow these steps from the People page:

  1. Ensure that you're on the USERS or GROUPS tab depending on whether you want to apply an action to individual learners or members of a group.
  2. Use the checkboxes to select the users or groups you want to perform an action on. You can select individual checkboxes or select the checkbox at the top of the list to select all.
  3. Click the action you want to perform on the toolbar above the list and follow the prompts to confirm the action.

Some actions are limited to a certain number of users or groups. For example, assigning a course is limited to 50 users or less, at a time.

The following user actions are available to perform in bulk:

  • Add to groups
  • Remove from groups
  • Assign courses

For groups, only the 'Delete groups' action is available for you to perform in bulk.

Searching for users or groups

You can search the USERS or GROUPS tabs to identify specific users or groups using the search box.

For users, search by name or email address. For groups, search by group name.

Multiple words can be added to a search to narrow down the results. For example, you could type david and @company.com.au as separate search terms to find anyone named David with an @company.com.au email address.

The search results may include 'david.smith@company.com.au', 'mary.davidson@company.com.au' and so on.

Remember to remove your search terms when they're no longer needed.

Filtering users and groups

You can filter the users who appear in the list by group using the All groups drop-down menu on the USERS tab (this option is not available on the GROUPS tab).

Additionally, you can filter users and groups (on the USERS and GROUPS tabs) by column heading. To do so, click the name of a column to change the sort order. For example, click LAST SEEN to order the table by the most recent activity within your learning space. Click the same heading again to reverse the order.

Click the Name or Group Name headings to return to the original view.

Managing columns on the People page

To change the table columns on the USERS tab, click the column icon Column_icon1.PNG next to the search box on the USERS tab and select or clear the options as required. The available columns are:

  • Access level
  • Course progress
  • Days active
  • Last seen
  • Primary manager
  • Role
  • Secondary manager
  • Status

You cannot make changes to the column headings on the GROUPS tab. The headings are:

  • Group name
  • # of users
  • All course progress 
  • Mandatory course progress (visible if your learning space uses the mandatory courses feature)
  • Optional course progress (visible if your learning space uses the mandatory courses feature)

Additional columns may be visible on the USERS or GROUPS tabs if custom fields have been created for your learning space. For more information, see 'Setting up custom fields'.

More information about users and groups

For more information about managing users and groups, see the following articles:

Related articles

Comments

0 comments

Article is closed for comments.