Accessing Users
To access your users, go to Your Team at the top of the home screen. Here, you’ll see an overview of how many users are:
Past due
Not invited yet
Inactive
Missing a role assignment
Tap Show More to view the full list of users. From here, you can search by name or filter by location.
Viewing User Profiles
Each user has a profile page where you can:
See assigned and completed training
View check-ins and compliance certificates
Edit details like name, preferred language, role, and location
Editing a User’s Information
Go to Your Team at the top of the home screen
Tap Show More to view the full user list
Search for a user by name or filter by location
Open the user’s profile and tap Edit in the top right corner
Update details like name, preferred language, role, and location
Assigning Training
From the home screen, tap the Assign button.
Select one or more pieces of training, then tap Next
Choose the assignees (individual users) to assign the training
Confirm to complete the assignment
Deactivating or Deleting Users
If a user has left your organization, you can deactivate their profile.
Open the user’s profile.
Tap Edit in the top right corner.
Select Deactivate.
To learn about managing users in the dashboard, click here.