Editing a User

Owned by Luc Richard
Last updated: Feb 22, 2024 by Frederick Harju
2 min read

The learning environment allows you to edit users automatically (HRIS Integration  and/or Active Directory Integration), by uploading them using a CSV file, or manually via the browser. This section will cover how to edit a user manually via the browser.

Step-by-step Guide

To edit a user:

  1. Go to Site Administration > Users > Accounts > Browse list of users

  2. Find the user in question.

  3. Click on the Edit icon (e.g. the cogwheel) next to them

  4. Update the user's information using the form

  5. Click on the "Update profile" button at the bottom of the page

Important Notes

  • You should always modify the user information at the source. In other words, if the user is automatically created / updated using HRIS Integration and/or Active Directory, then you should change their information in one of those system. If you change their information directly in the learning environment, it will get overwritten next time we synchronize with HRIS / Active Directory.

  • If you are a System Administrator, you will see a "Show advanced settings" link at the bottom of the form. Clicking on this link will allow you to view more advanced settings for the user.

  • The user will use the username to log in to the learning environment. It needs to be unique within a site and can be changed later on.

  • A username can only contain alphabetical letters in lowercase, numbers, hyphen '-', underscore '_', period '.', or an at character '@'.

  • An email address can be used as a username. In fact, Dual Code can configure the system such that the concept of username is hidden from the user and they are instead asked to register and/or login using their email address. If you would prefer to hide the concept of usernames from users, please contact us.