User / People Management
User / People Management
Learn Amp provides a comprehensive suite of tools for managing your organisation's users, from initial onboarding through to ongoing administration. This section covers everything you need to know about inviting users, organising them into teams and groups, and managing their roles and permissions.
Overview
The User / People Management section gives you access to various tools for managing your platform's users:
Section | What It Covers |
|---|---|
Inviting Users | Onboard new users via single invites, CSV batch imports, or self sign-up |
Teams | Create and manage team structures for collaboration and content assignment |
Groups | Build dynamic user segments using filters and rules for targeted content delivery |
Managing Users | Edit user details, manage statuses, and handle bulk updates |
Directory | Enable and use the user directory for discoverability |
Managerial Roles & Responsibilities | Configure manager relationships, permissions, and responsibilities |
Roles | Assign platform roles and understand permission levels |
Quick Navigation
Getting Users Onboarded
Inviting Users – Add users individually or in bulk via CSV
Configuring Self Sign-up – Allow users to register themselves
Understanding the Invitation Process – Learn what users see when invited
Organising Users
Teams – Create hierarchical team structures for collaboration
Groups – Build dynamic user segments with filters and rules
Directory – Enable user discoverability across your organisation
Day-to-Day Administration
Managing Users – Edit profiles, update statuses, and manage access
Bulk Updating Users via CSV – Make mass changes efficiently
Deactivating and Reactivating Users – Control user access
Managers & Permissions
Managerial Roles & Responsibilities – Configure manager relationships
Roles – Assign and understand platform permission levels
Pre-requisites
Role Requirements
Access to user management features varies by role:
Role | Invite Users | Manage Teams | Manage Groups | Edit Users | Assign Roles |
|---|---|---|---|---|---|
Owner | ✅ Full | ✅ Full | ✅ Full | ✅ Full | ✅ Full |
Admin | ✅ Full | ✅ Full | ✅ Full | ✅ Full | ✅ Full |
HR | ✅ Full | ✅ Full | ✅ Full | ✅ Full | ❌ |
Reporter | ❌ | ❌ | ❌ | ❌ | ❌ |
Learning Designer | ❌ | ❌ | ❌ | ❌ | ❌ |
Curator | ❌ | ❌ | ❌ | ❌ | ❌ |
Manager | ❌ | ✅ Team only | ❌ | ✅ Team only | ❌ |
Note: Managers can only manage users within their direct and indirect reports. Some features may require additional permissions to be enabled by an Admin or Owner.
Quick-Start Guide
Step 1: Access People Management
From the left-hand navigation bar, click People.
Step 2: Choose Your Action
You'll see options to:
View and search existing users
Invite new users
Manage teams and groups
Access the directory
Step 3: Invite Your First Users
Navigate to People > Invite Users and choose to:
Add a single user manually
Upload a CSV file for bulk invites
Configure self sign-up for users to register themselves
Step 4: Organise Users
Once users are onboarded:
Create Teams for departmental or project-based groupings
Set up Groups using dynamic filters for automated segmentation
Assign Managers to establish reporting relationships
Key Concepts
Teams vs Groups
Feature | Teams | Groups |
|---|---|---|
Purpose | Organisational structure and collaboration | Dynamic segmentation for content targeting |
Membership | Manual assignment or user-requested | Automatic based on filter rules |
Hierarchy | Supports parent/child relationships | Flat structure |
Use Cases | Departments, projects, locations | Compliance training, onboarding cohorts, skill-based content |
User Statuses
Active – User has full access to the platform
Invited – User has been invited but hasn't yet accepted
Deactivated – User access has been suspended
On Break – User is temporarily inactive (e.g., parental leave)
Frequently Asked Questions (FAQs)
Q: How can I check a user's status?
A: Navigate to People > Individuals and view the user's profile. The status is displayed on their profile page (Active, Invited, Deactivated, On Break, etc.).
Q: Is there a way to get a list of all users set to 'Taking a break' on the platform?
A: Yes. Use the People section and filter by user status to see users who are 'Taking a break'. You can also create a Group with a filter for this status.
Q: Can I filter users by their custom fields?
A: Yes. You can filter users by custom fields in the People section and in Groups using advanced filters. This allows you to segment users based on any custom data you've configured.
Q: How do I identify how a user was deactivated in Learn Amp?
A: Use the Audit Log (Reporting > Audit Log) to view user deactivation events. The audit log shows who deactivated the user and when.
Q: How long is user data stored after deletion?
A: Deleted user data is only stored for 30 days. After that, it's impossible to restore it.
Q: Who can see notes on a user's profile?
A: Notes on a user's profile are visible to Admins, Owners, HR, and the user's manager. Learners cannot see notes on their own profile.
Q: Why am I getting an Access Denied / 404 error when trying to view a user?
A: Access Denied or 404 errors typically occur when you don't have permission to view that user. Check that you have the appropriate role or that the user is within your management scope.
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