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Create and manage users

In user management, you can create user accounts, manage roles, and remove users from your team.

Prerequisites

  • You need admin permissions to access and manage users.
  • A valid email address is required for each new user.

Open user management

  1. Click on the team name in the top left corner.
  2. Select Team Members.

You will see a list of all users in your team.

Create a new user account

  1. Click + New User.
  2. Fill in the form:
    • First Name
    • Last Name
    • E-Mail
  3. Select the appropriate Team Role (e.g. Learner).
  4. Click Create.

The user account is created and appears in the user list.

Invitation and activation

After creating the user account, the following happens automatically:

  • The user receives an invitation email with a link to set a password.
  • Using this link, the user can:
    1. Set a password
    2. Activate their account
  • The user is then logged in automatically.

After successful activation, the user receives another email containing:

  • Server address
  • Email address
  • Login link

Note
A user account is only active after the invitation has been accepted.

Check user status

In the user list, you can see:

  • the user’s current role
  • the last login time (Last Seen)

Change a user’s role

  1. Open the user list under Team Members.
  2. Click on the role label of the user (e.g. Learner).
  3. Select a new role:
    • Team Admin
    • Author
    • Limited Unit Author
    • Learner

The change is applied immediately.

Remove a user

  1. Open the user list under Team Members.
  2. Click the trash icon next to the user.
  3. Confirm the removal.