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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 this week

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

Deleting, Removing, or Deactivating Users

If a user has left your organization, you can deactivate them from the dashboard. Follow these steps if you want to delete a user:

  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. No profiles are permanently deleted, so employees can be reactivated if they return.

Reactivating a User

If a user has been deactivated, either by mistake or on purpose, and is returning to your organization, you can reactivate them from the dashboard:

  1. Find the user profile using the search bar at the top of the dashboard

  2. Click the blue "Reactivate account" button in the top right corner.

Merging (Combining) User Profiles

Sometimes users end up with duplicate profiles. Follow these steps to merge them into one:

  1. Go to the dashboard and locate one of the duplicate user profiles

  2. Click the ellipses ... in the top right corner to deactivate the profile

  3. Click the blue Merge User button that appears in the deactivated profile

  4. Use the two dropdown menus to select the profiles you want to merge

Please remember to look over the email, phone number, and other profile details for accuracy. Once merged, the training progress and profile information will be combined into a single profile.

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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