[NEW 2.0] How To Use The Manage Workers Page
In this lesson, you will learn how you can make changes to your staff's profile from your own profile page. Here you can modify the worker's information directly from the Manage Workers page.
As the name suggests, this page allows you to manage all users on your website. You can add new users, view existing ones, and archive or remove inactive users.
Let's dive in!
To find the Manage Workers page, simply click the Manage tab on the left navigation bar and select Manage Workers. You'll see a list of all active users. To search for a specific user, you can use the filters for groups, schools, and roles. You can also sort the list and use the search bar to find users by their first or last name.
Each user entry displays a summary of their information, including their full name, email address, role, and course progress. On the right side, you'll find several management options:
- View Details: See an overview of the user's information and course progress.
- Edit: Access their full account information and make changes.
- Switch To: Temporarily log in as the user to view their account and download certificates.
- Archive: Deactivate the user's account but preserve their training information.
- Remove: Permanently delete the user's account and training data.
Archived Users
The Archived Users section displays a list of inactive users. You can manage these users similarly to active users, with the additional option to Unarchive them to reactivate their accounts.
Adding a New User
To add a new user, click the Add User button in the top right corner. Fill in the required information and click Add User.
Note! If you make a mistake while filling out the new user form, don't worry because you can edit them on the Profile page. There will be some fields that will have no edit options but if you need to make changes to any information and you don't have access to do so, please reach out the support team and we are happy to do it for you!
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