Applicable Product:

Peoplefluent Learning

 

Applicable Version:

All Versions

 

Keywords: 

User account Profile, Profile

 

Summary:

Your LMS system configuration and your system role access permissions determine which data you can view or edit in the User Editor.
The User Editor's Profile tab is divided into the following sections:

• Personal Information
• Employee Status
• Connect (Email)
• Assignment Details
• Contact Information
• User Attributes
• Exchange Server (if Exchange Server integration is enabled in System Configuration)
• Template Setting

Additionally, if Enable Multiple Assignments has been selected in System Configuration, you can click the
Manage Assignments link in the page header to add and remove assignments for the user.

 

Personal Information

Personal information about users includes their names, gender, date of birth and LMS password. Of the fields in this section of the user's profile, the First Name, Last Name and Password are mandatory.

PeopleFluent recommends not letting users change their password if they use single sign-on and do not log into the LMS via the login page. Instead, their password should be changed in the application they use to signon (for example, Active Directory, iPaaS).

1. To prevent a system role from changing their password
2. Go to Manage Center > Users > System Roles. The System Roles page opens.
3. Select the appropriate system role (for example, Learner). The Access Control For Role page opens.
4. Go to Learner-Oriented Features > Personalization Features and select No access for the Change
   Password feature

Employee Status
Select the current status (for example, Active, Suspended or Account Closed). The System Configuration
setting Available Options for the Current Status Dropdown determines the choice of status you can assign to user accounts.

Only Active users can log into the LMS. A users's status may be Suspended if they have entered an incorrect password at login too many times.

LMS licenses are valid for a specific number of Active users and twice as many users with an Account Closed status. For example, a license for 1,000 Active users also allows 2,000 Account Closed users. Any users who were added above the license limit are automatically assigned the License Violation status.

For more information about the functionality available for each status, see User Account Status Reference.

 

If the user is authenticated on an external system (for example, LDAP), select Yes from the External
Authentication drop-down list. Otherwise, the user will be authenticated against the User ID and Password specified in their Personal Information.
If the user's employment has expired, or will expire on a known date, select the Expiration Date.

Select the user's default (that is, preferred) language.

Connect

Enter the user's primary email address for all email communications sent from the LMS. You can also select one of the following recipients from the Email Forwarding drop-down list to forward emails to:

• Direct Appraiser
• HR Manager
• Organization Approver
• A specific email address (Selecting Email Address as Entered Below enables the Alternative Mail field, where you enter the address.)

This can be useful if the user does not have an email account, or if emails from the LMS to users need to be carbon copied (CC) to a manager. 

Forwarded emails have an updated subject and message to indicate that they have been forwarded and are intended for the original recipient:

Subject: Attn: {original user name} - subject of email

The following text is added to the start of the message:

This e-mail was sent to you for the attention of {original user name}. Please forward this information accordingly.     

<new line>

<new line>

Assignment Details

These details are primarily concerned with the user's job and their LMS environment. Every user must have an Assignment ID, which uniquely identifies their assignment to a specific job or role within an organization. You can select an Assignment End Date to specify when the user's assignment is no longer valid. This can be used to automatically set the corresponding user account status to Closed. 

 

All users have a primary role, which you can select from the drop-down list. A user's role determines their access to data and LMS functionality. Click the + Add Additional Role link to provide the user with one or more additional roles, which will also determine their access to data and features.

 

The Direct Appraiser can see the user's transcript and can include the user's data in reports. The Super
Appraiser can be used to represent the Direct Appraiser’s manager. Alternatively, it can be used for an
administrative assistant who needs access to the records of all users in an organization (to check that they are enrolled on a particular course, for example), and report back to a manager.

 

You can select the skin for the user in this section of the user's profile, but remember that they can select their skin via the Settings page for their user account if they have unrestricted access to their Profile Summary.

 

PeopleFluent continues to include new responsive versions of both learner-oriented and administration pages, including the Catalog Browser, Catalog Search and Course Calendar. You can enable the responsive pages by setting the Enable new UI option to Yes and selecting the PeopleFluent_LMS_Default skin.

 

If the System Configuration setting Enable catalog assignment at the user level is enabled, you can specify catalogs the user can access in addition to those they can access via catalog permissions.

Enable new UI:

• Select Yes to direct the user to the new responsive versions of pages from the primary navigation. You are highly recommended to also set the skin to the PeopleFluent_LMS_Default skin when enabling this option. This will minimize confusion as users navigate between pages using the legacy UI framework, which are styled by skins, and pages using the responsive UI framework, which are not styled by skins.
• Select No to direct the user to the legacy version of any updated pages.

You can also update the following environment settings:

• The user's time zone. The correct setting is necessary to display the right times for classroom courses, seminars, workshops, and virtual classroom courses.
• The landing page after the user logs in. With the new UI enabled and PeopleFluent_LMS_Default skin selected, this is the LMS home page unless otherwise configured for your organization.
• Content server. These are local, specially configured web servers, usually used in low-bandwidth
  environments or those with limited access to the internet. For more information, see the Content Server Configuration Guide on the Customer Community support site.

Contact Information

The user's contact information includes their country of employment, company name, address and phone
numbers. All of these fields are optional. 

 

User Attributes

If user attributes have been configured, and enabled in System Configuration, you can enter or select their values. 

 

User Attributes enable non-standard information about users to be tracked in the LMS. There are eight
attributes available as standard and their default names are User Attribute n, where n = 1 to 8. Additional user attributes can be added as extensions

 

Template Setting

Template profiles are used to preset attributes that are often used for specific groups of people, such as
countries (language and timezone), roles or departments. To save the user profile details as a template, select the check box. You can then create new users based on the template, and they will be assigned the same values you entered in the profile tab for the template user.