1. Open the sidebar, click on User Management and choose Users.
2. Click the purple Filter button narrow your search. Choose the Roles and Status using
the dropdown menus. You can also filter users in terms of the group types you have set
in Settings, by checking the checkboxes in the respective dropdown menus. Click Apply
Filter to view the results.
3. Alternatively, if you know it, enter the name or email ID of the user in the search bar. The
search results are shown below.
4. For the required user, click on Edit, under Action. The Edit User form opens.
5. Under Information, you can make changes to Profile information, Email address and
reset the password by switching between Profile Info, Email and Reset Password
respectively.
6. Under Training, you will be able to assign courses to the user or unassign courses from
the user. For more details, refer to video articles “How to assign a course to a user?”
and “How to unassign a user from a course?”.
7. Under Channels, you will be able to assign the user to a channel or unassign the user
from a channel. For more details, refer to video articles “How to add users to a
channel?” and “How to remove users from a channel?”.
8. Under Data Permissions, you will be able to assign the user to a group or unassign the
user from a group. For more details, refer to video articles “How to assign one or more
groups in Data Permissions?” and “How to unassign one or more groups in Data
Permissions?”.
9. After making the necessary changes, under Information, click on Submit to save the
changes.