Table of Contents

Add or Remove Dashboard Administrative Users

Lyndsay Updated by Lyndsay

Adding Additional Administrative Users
  1. In your EasyLlama dashboard, go to ⚙️Settings > Users.
  2. Click Add User at the top-right.
  3. Follow the prompts to add name, email address, and access level. Most users are Full Access Users.
  • Full 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 are implemented for larger organizations with multiple business locations. Location Only users need to be assigned as a Location Manager to one or more Locations, which will restrict their Access to only Learners in that Location. Only one admin can be assigned as a Location manager per Location. More about Locations can be found here: Locations 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
  1. 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**.
  2. If this user should be the Main HR contact, click the three dots on their User tile and choose "Set as Main Contact person." The main contact person is who Learner inquiries will be directed to.
  3. 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 an integration or otherwise.
**If someone was previously an administrator, or is an administrator for another account using the same email address, and they are 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. They may need to clear their cache and cookies and/or reset their password.
Removing Administrative Users
  1. In your EasyLlama dashboard, go to ⚙️Settings > Users.
  2. ⚠️Make sure that this user is not the only Admin user for your account. If they are, be sure to add another user first, before removing them.
  3. Click the three dots on their tile and choose Remove.
  4. Be sure to also archive their training record if they are no longer with the organization.

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