User Management

User Management

OVERVIEW

Site administrators can perform various tasks relating to the management and organization of user accounts. The most important user management actions when getting started with your Pluto LMS are described here and the included links will provide more information on the specific user management task. 

ADDING USERS TO YOUR PLUTO LMS

Create single users:
If you only need to add a small number of users to your LMS, you can manually create their individual user accounts in Site admin.

Bulk upload users:
If you need to add large amounts of users to your LMS, you can upload a text (.csv) file to perform this action in bulk.

ADDING CUSTOM INFORMATION TO USER PROFILES 

Create custom profile fields:
You can record all relevant user profile data by creating custom profile fields.
Note: You can include custom profile field data in your text (.csv) file when bulk uploading users to your LMS. Please ensure that these custom profile fields have been created on your LMS before performing the bulk upload.
Custom profile fields can be used as the basis of two useful user management automations: 
1) Auto groups 
2) Branch automations

ORGANIZING USERS AT A SITE-WIDE LEVEL

You can organize users at a site level by adding them to site-wide groups called branches. The purpose of branches is to enable you to separate and easily manage different groups of users at a site-wide level. For example: you can send messages to all the members of a specific branch or use the Branch sync enrollment method to synchronise enrollment into a certain course with branch membership. 

Create branches:
You can manually create branches in Site admin or upload a text (.csv) file to bulk create a large number of branches.

Add users to branches:
You can manually add users to branches or bulk upload users to branches via a text (.csv) file.
You can automate this process with the Branch automation function.

ENROLLING USERS INTO COURSES

There are various methods of enrolling users into courses on your LMS. The most popular methods are described here:

Manually enroll users:
If you are only enrolling a few users into a course, you can manually enroll them. 

Bulk enroll users:
If you need to enroll a large number of users into a course, you can upload a text (.csv) file to bulk enroll users to courses. 

Branch sync enrollment:
You can automate course enrollment by synchronizing course enrollment with branch membership via the branch sync enrollment method.

ORGANIZING USERS AT A COURSE LEVEL

You can organize users at a course level by adding them to course groups. Course groups allow you to separate users and user data within a specific course. For example: you can filter course reports by course group so that you see only data pertaining to a specific group of learners in that course. 

Create course groups:
You can manually create course groups or upload a text (.csv) file to bulk upload a large number of course groups.

Add users to course groups:
You can manually add users to course groups or bulk upload users to course groups via a text (.csv) file.
You can automate this process with the Auto Groups function or by synchronizing group membership with branch membership when setting up a branch sync enrollment method.

EDIT, SUSPEND OR DELETE USER ACCOUNTS

You can browse user lists and edit, suspend or delete user accounts on the "View site users" page. 
If a user is suspended at a site wide level, they will not be able to access your LMS until you reactivate their account. Users can also be suspended at a course level, in which case they will be able to access your LMS but not the course from which they have been suspended.

BULK USER ACTIONS

On the "Bulk user actions" page in "Site admin", you can search for and select users to perform bulk actions with like sending messages, deleting user accounts or downloading user data.

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