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Manage Users

What is Manage Users?

Manage Users is the central control center for all people on your platform. Think of it as a digital directory where administrators can view, search for, and manage every student, teacher, or staff member.

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Accessing Manage Users

To get to the Manage Users page, follow these simple steps:

  • Login in Learnexify and go to Dashboard.
  • Open the Side Menu (drawer) on the left.
  • Click on the Users tab to expand the options.
  • Select Manage Users.

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Understanding User Filters

The New Filter section allows you to narrow down your list so you only see the people you need. Here is what each filter does:

  • Full name: Search for a user by typing their complete name.
  • Last name: Find users based on their family name or surname.
  • First name: Find users based on their given name.
  • ID number: Search using a unique identification number (like a Student ID or Employee Code).
  • City/town: Filter users based on the specific city they live in.
  • Country: Select a specific country from the dropdown menu to see users from that region.
  • Preferred language: Group users by the language they use to view the platform.
  • User Group Name: Filter users by their department, campus, or specific organizational group.
  • Program: View only the students enrolled in a specific degree or certification (e.g., Bachelor of Engineering).
  • Show inactive: Choose to see only Active accounts, or include Inactive accounts (people who no longer have access).
  • Additional Information: Search through custom notes or extra data attached to a user's profile.
  • Email address: Find a user by typing in their contact email.
  • Username: Search for a user using the unique ID they use to log into the system.

Note: After entering your information, click the Add Filter button to apply the search.

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Search Conditions

When using the filters to find a user, you will see a dropdown menu next to each field (like Full Name or Email). These options tell the system exactly how to look for the data:

  • Contains: Finds any user whose information includes the letters or numbers you typed (e.g., searching "John" will find "John Smith" and "Elton John").
  • Doesn't contain: Shows everyone except those who have the text you typed.
  • Is equal to: Finds only an exact match. If you type "John," it will not show "Johnathan."
  • Starts with: Finds users whose information begins with the specific characters you entered.
  • Ends with: Finds users whose information ends with the characters you entered.
  • Is empty: Finds users who have no information saved in that specific field.

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How to Add a User

If you need to register a new person on the Learnexify site:

Click the Add user button.

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Fill in the details in the form that appears:

Required Fields (Marked with a Red Icon):

  • ID Number: A unique identification code for the user (e.g., 220-e772).
  • Username: The unique name the user will use to log in.
  • New Password: Click the pencil icon to set an initial password for the account.
  • First Name: The first name of the user.
  • Last Name: The Last name of the user.
  • Email Address: The primary email where the user will receive system notifications.

Optional Information:

  • Middle Initials: Added for more precise identification.
  • Email Address 2: A secondary or backup contact email.
  • Address / Address 2: The user's residential or mailing address.
  • City/Town, State, Postal Code, & Country: Used to batch the geographic location of your learners.
  • Phone / Phone 2 / Fax: Primary and secondary contact numbers.
  • Birth Date: The user's date of birth.
  • Gender: Select Male or Female.
  • Language: Choose the user's preferred language for the platform interface.
  • Transfer Credits: Manually enter academic credits earned from other institutions.
  • Comments: General administrative remarks about the user.
  • Notes: Private, internal notes for administrators only.
  • Inactive Checkbox: If checked, the user is created but cannot log in until you uncheck it.

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Once you have filled in the required fields and any optional data, click the Save Changes button at the bottom.

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