How to edit an existing user

Keeping your learner data accurate is important for smooth administration and reporting on your training programme. You might edit an existing user because you want to:

• Correct a typo in a name
• Update an email address
• Adjust system permissions
• Manage course access

Editing an existing user profile is super-easy. This guide will walk you through how to find a specific user and navigate their profile dashboard to make the necessary changes.

Top tips before you begin

• Only users with the appropriate administrative roles can edit existing users.
• Your learners use their email address to log in. If you're editing this field, don't forget to let the learner know what you changed it to!

How to edit an existing user

To make changes to a user account, you must first locate their profile within the system.

1. Log into your Nimble LMS 2.
2. From the main menu on the left of the screen, select the Users icon.

3. Use the filters and search bar at the top of the list to find the specific user you would like to edit.

4. Select the user's name or email address to open their User profile.

Once you have opened the User profile, you will see the page is broken down into cards allowing you to quickly and easily manage different aspects of their account.

Updating Personal Details

The main card at the top left displays the user's name and email address.

• Select the Update button (pencil icon) on this card to edit their first name, last name, or email address.

Managing Security

The Security card is not yet implemented. Once it is, it will allow you to view the user's current Multi-factor authentication (MFA) status.

• If a user has lost their phone or cannot access their MFA code, select Reset MFA method to help them regain access.

Teams and Groups

You can organise users into Teams and Groups.

• Teams: Locate the Teams card and select Update to add or remove the user from specific teams.

• Groups: Scroll down to the Groups card and select Update to assign the user to specific groups.

Managing Enrolments

The Enrolments card is not yet implemented. Once it is, it will provide quick actions for managing the user's learning journey:

• Enrol: Select here to enrol the user onto courses.
• Unenrol: Select here to unenrol the user from courses.
• Reset enrolments: Select here to reset the user's enrolment(s) so they can restart them.
• View enrolment records: Select this link to see a detailed history of their learning activity.

Adjusting Permissions

If you need to change what a user can do within the system, locate the Permissions card. Select Update to modify:

• User status: Set the user to Active or Limited.
• Learner access: Enable or disable their ability to take courses.
• Admin access: Enable this to grant the user administrative privileges within the LMS.