People

• Adding and editing a userAdd people to Learnient one at a time or from a spreadsheet, and change their details later.
• Importing usersAdd people from a spreadsheet, and change details for many of them at once.
• Updating users from a spreadsheetChange details for many people at once, and know what an empty cell does.
• Invitations and sign-in accessWhat each user status means, and what an invitation actually does.
• Letting people sign themselves upOpen registration on your own subdomain so learners register themselves, with or without approval.
• How roles and visibility workWhat a role decides, what visibility decides, and why an administrator can reach a page and still see nobody on it.
• Creating and editing a roleBuild a role from a starting bundle, then adjust it a cell at a time without reading 229 checkboxes.
• Managing user groupsCreate the groups you sort people into, and know what a group does and does not decide.
• How companies, departments, locations and job titles workWhat each of the four lists is for, how they relate to each other and to positions, and what changes when you move someone.
• Setting up companies, departments, locations and job titlesCreate the lists that describe where your people work and what they do, one at a time, while adding a user, or from a spreadsheet.
• How positions workWhat a position is, why somebody can hold more than one, how a position reports to another position, and what changes when you switch them on.
• Setting up positionsCreate the jobs people hold, set who each position reports to, choose a lead, or bring positions in from a spreadsheet.
• Moving your account onto positionsSwitch positions on by naming the jobs your people already have, merging duplicates and confirming who reports to whom.
• Adding your own fields to people recordsAdd a field Learnient does not have, choose where it appears, and decide whether rules can use it.
• Viewing the platform as somebody elseSee what another person sees when they report a problem, and get back out again.
• Restoring access and archiving leaversGet an active person back in, archive somebody who has left, and bring a returner back.
• Archiving, anonymising and purging peopleThree different ways to close somebody down, what each one leaves behind, and which you actually want.

Deep dives

The full detail behind the articles above, for when you need to know exactly how something behaves.

• How purging, anonymising and legal holds workWhat archiving, anonymising and purging a person each remove, what survives, and how a legal hold changes that.
• How View as sessions are restricted and recordedReading is unrestricted, writing is refused by default, and the record is kept after both people have gone.