This article will give an overview the the User Profile and how and what can be edited by a Franchise Admin and Coach.
To find a user profile, go to Admin Menu - User Summary and Search for your user.
Click on the user to open the profile information.
From this screen you will see the general user information under the User Profile Tab and can also access various other information such as Current Learning, Learning History, Learning Paths, Learning Requests, etc.
You may also set/reset the user's password from this page.
At times the user profiles needs to be edited.
1. Click Edit Profile.
2. The items you can update and edit will display. Note: At this time username and email changes or corrections should be sent to courseware@sandler.com.
- User's First and Last Name can be corrected. This may occur when the name of the user changes.
- User's organization can be updated. This is done if you accidentally put your end user in Admin or root organization and need to move them. Note: Admins is not for your users that are managers. The Admin org is for your associates and employees - this permission gives them access to all of the courses available.
- Manager field is where you add the individual's manager. This will give the manager the Manager role as an option in addition to learner. The manager will then be able to see direct reports.
- Start and End Date. Start date is the date the person is enrolled in the Sandler LMS. End date is used when you need to inactivate a user or expire a user. Adding the end date will move the user to an expired status and to reactivate that date is removed.