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Perform Actions on a User

ZenDesk Admin
  • Updated

Overview

Depending on your permission level, you can select Login, Unlock, Change Password, Current Learning, Learning History and Org Permissions from the list. These are called actions. 

Instructions

Access Actions List from User Summary 

  1. Hover over the Admin Menu link.  The Admin Menu options will be displayed.
  2. Click the Admin Menu link.  The Admin Menu page will be displayed. 
  3. Next, click the User Summary link located on the left side of the screen.
  4. The User Summary screen will be displayed.  Enter the name, email, or username in the open field 
    • Leaving field blank will show all users you are permissioned for. 
  5. Click All Filters and apply additional SEARCH FIELDS. 
  6. Click the Search button.  The search results will be displayed.
  7. Hover your mouse over the users name and you will see 3 vertical dots to the left of the users name.
  8. Click the Actions (3 dots) beside the desired user.
  9. Select desired Action from ACTION LIST to perform an Action on the selected user.

You have successfully performed an action on the selected user!

 

Access Actions List from Organization Navigator

  1. On the Home page, the main menu is displayed at the top of the screen. 
  2. In the main menu, hover over the Admin Menu link.  The Organization Navigator option will be displayed.
  3. Click the Organization Navigator link. The Organization Navigator page will be displayed. 
  4. Next, click the Magnifying glass located on Organization Navigator bar on the top left side of the screen.
  5. Expand All Types, select User. 
  6. Click the blank space beside User. 
  7. Type a partial piece or the whole Username, email, or full name.
  8. Click Search + Filter.
  9. Click the highlighted name. 
  10. Available User Actions will appear as tabs. 
  11. Select desired tab to perform an Action on the selected user. 

You have successfully performed an action on the selected user!

 

ACTION LIST 

  • The Login option will allow you to impersonate a user, you will be able to navigate the LMS as them. This is very helpful if trying to assist with navigation or solve an issue for the User.

    • WARNING: All of your actions are logged and recorded when you use the Login feature. 

  • Select Change/Set password to change or set a user's password. It must conform to the site's password rules. 

  • Select Unlock Account when a user's account is locked due to exceeding the number of incorrect login attempts. You can either let them attempt the old password again or change the user's password. We recommend the latter. 

  • Change Username can only be done by the LMS support team, submit a request using the blue help button.

  • Select Catalog, Current Learning, Learning History, Learning Requests, and Emails to go directly to the selected learners view without logging into their account. 

    • Catalog will allow you to browse, enroll, and purchase for the user. If you add to cart, notice the user information is auto populated in the shopping cart. 
  • Select Audit to see a history of edits made on a user account.

  • Select Org Permissions to grant the user permissions into an organization. 

    • Only available through edit user page. 
  • Add/Remove Manager to assign a Learner to track progress and run reports on the selected Learner.

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