V5 Plus – How to manage users in your LMS account

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Hello and welcome to eLeaP. Today, I’ll guide you through our user management system. Let’s start by clicking on the ‘Users’ tab. In eLeaP, we categorize users into six types: admins, instructors, trainees, supervisors, managers, and coordinators. Each user type has distinct roles and permissions, which we’ll briefly overview here. For more detailed information, please refer to our tutorials and user guide.

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Admins have comprehensive access across the system, including sensitive areas like billing. Instructors are empowered to create courses, training modules, and learning paths, and they can assign these to users and groups.

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Trainees are essentially recipients of training. They can participate in assigned trainings or enroll themselves in available courses. They may also upload their own On-the-Job Training (OJT) entries.

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Supervisors can manage groups and access detailed activity reports for these groups, but their functions are more limited compared to managers. Managers, in contrast, can assign trainings not only to groups but also to individual users within their managed groups.

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The Coordinator role mirrors that of a manager but with the added ability to create training content. For example, if a coordinator needs to implement an SOP for a new team, they can create and directly assign this training to their managed groups.

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It’s crucial to note that coordinators can only assign trainings to users and groups within their specific management scope. This segmentation allows admins to delegate responsibilities while maintaining control over the broader system access.

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Now, let’s talk about adding users. You can bulk import users or add them individually. We also support the creation of custom fields to enhance management capabilities and enable features like automatic assignments. The Smart Assign tool and the User Groups feature are integral parts of our user management system. User groups act as containers that group users either temporarily or permanently, providing streamlined management and activity reporting.

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In the user groups area, you can also assign supervisors, managers, or coordinators to a group, granting them the necessary permissions to manage that group effectively.

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As always, if you have questions about adding or managing users, resetting passwords, or any other system functionalities, please do not hesitate to reach out to us.