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How to Manage Users in the Dashboard

In this article, you’ll learn how to track course progress, manage assignments, update user details, and deactivate users

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Written by David Lamont
Updated over 2 weeks ago

Updating User Details

To update a user’s details:

  1. Find the user by searching in the Users page or by opening their profile

  2. In the Details section, update any of the following fields:

    • Role

    • Location

    • Job Title

    • Language

    • Phone Number

    • Email

Tracking Training Progress

Incomplete Assignments

  1. From the Dashboard, go to the Users page

  2. Click a user’s name and open the Assigned tab. This will show you if a user is incomplete or past-due on their training.

Completed Assignments

  1. From the Users page, click a user’s name and open the Completed tab

  2. Click on a completed course or module to see the assignment history, when the training was started, and completed

  3. Select Show Responses to see answers to quiz questions and the user's grade for the training

Managing Assignments for Single Users

To manage assignments for multiple users from the dashboard:

  1. Go to Courses or Modules

  2. Select the course or module you’d like to manage

  3. Open the Manage tab

  4. From here, you can:

    • Check completion statuses

    • Bulk-select users to reassign training

    • Send a message

    • Manually mark training as completed

Managing Assignments for Multiple Users

You can view a list of users who have been assigned or completed a specific course or module.

To manage assignments for multiple users:

  1. In the dashboard, go to Courses or Modules

  2. Select the course or module you want to manage

  3. Open the Manage tab

  4. From here, you can:

    • Check completion statuses

    • Bulk-select users to reassign training

    • Send a message to selected users

    • Manually mark training as completed

Removing or Reactivating a User

If a user has left your organization, you can deactivate (delete) them from the dashboard.

  1. Open a user profile

  2. Click the ellipsis (…) in the top right corner, then select Deactivate account.

Once deactivated, the user’s status will be updated to Deactivated.

If your HRIS is integrated with Opus, deactivations happen automatically once the employee is removed from your HR system. Learn more about HRIS integrations.

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