Table of Contents
Add or Remove Dashboard Administrative Users
Updated
by Lyndsay
Adding Additional Administrative Users
- In your EasyLlama dashboard, go to ⚙️Settings > Users.
- Click Add User at the top-right.
- Follow the prompts to add their name, email address, Department, and access level. Most Administrators are All Access Users, but there are several access levels to choose from and you may now add multiple access profiles, and you may now edit user access roles by clicking the three dots on their tile and "Edit"!
- All Access users have access to all dashboard features, including those of the other user types.
- Learners Access Only users have access to only portions of the dashboard needed to assign courses, send notifications monitor progress, and other simple tasks.
- Location Access Only users will only have access to Learners in their designated Locations and will receive notifications regarding their designated Learners only. When adding a Location Only user, one or more Locations can be selected by clicking in the Select Locations box. If no Locations are selected, they will not have access to any Learners. They may manually add Learners to their Locations, but file upload access is not currently available. More about Locations can be found here: Locations Feature
- Department Access Only users will only have access to Learners in their designated Departments and will receive notifications regarding their designated Learners only. During user creation for a Department Only user, one or more Departments may be selected by clicking in the Select Departments box. They may manually add Learners to their Locations, but file upload access is not currently available. More about Departments can be found here: Departments Feature
- Billing Access users will be able to add/remove payment methods and make purchases.
- Integrations Access users will be able to set up and make settings changes to HRIS integrations.
- Anonymous Reporting users will be able to manage and see all cases submitted using the Anonymous Reporting Tool.
- Course management users will be able to view, preview all courses. They will also be able to create, edit, and publish courses using the Course Customization Builder. Finally, they will be able to created, edit, publish, duplicate Learning Journeys as well.
- Once you have filled out the information, click Submit, and an email will be sent to the new admin user, prompting them to log in for the first time**.
- If this user should be the Main HR contact, click the three dots on their User tile and choose "Set as Main Contact person." This user will receive any inquiries from their Learners. Should a Learner reach out directly to EasyLlama, they will be directed back to this contact.
- Admin accounts can't be assigned training, so be sure to add your admin as a Learner if they need to take training, if they have not already been added through integration or otherwise.
**If someone was previously an administrator, or is an administrator for another account using the same email address when they are re-added as a User, they will not receive a validation email, so you will need to let them know they have been activated and should be able to log in by going directly to our Login page and using the last password they remember. They may need to clear their cache and cookies and/or reset their password.
Removing Administrative Users
- In your EasyLlama dashboard, go to ⚙️Settings > Users.
- ⚠️Users may not remove themselves. If you are trying to remove yourself as a user, an additional user should be added - they may then remove you.
- Click the three dots on their tile and choose Remove.
- Remember to archive their training record if they are no longer with the organization.
