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Litmos Documentation

People

Access Roles Best Practices

User roles are essential to control access to the system’s information and changes that users can make. The following are some best practices to ensure the highest level of security. Have more than one Account Owner – If you only have one Account Owner and that Account Owner leaves the company,... more

Activation, Deactivation and Deletion of Users

Delete User IMPORTANT:When a user is Deleted in Litmos, all records of the user and results data will be erased and is not recoverable. For this reason, users will be deleted one at a time from within the user’s profile and cannot be deleted in bulk. To delete a user:... more

Add A New User To Your Litmos Account

There are four ways to add new users to your Litmos account: 1. Use the Quick Actions widget on the Dashboard 2. Add individuals via the People tab 3. Import a group of users in Bulk via the People tab 4. Using the API Quick Actions Widget on the Dashboard... more

Advanced Search Options for People – Wild Card and Access Roles

An advanced way to search for users in the Search Bar under the People Tab is to use the % sign to generate a user whose data includes anything following the % sign. This includes partial email addresses, first names, last names, and usernames. For example, the following screenshot shows... more

Allow New and Existing Users to Self-Assign Courses and Learning Paths

New Users Use this option to allow users who have never been created as Litmos users to establish themselves as new users. To allow new users to self-sign-up for a course: 1. Navigate to “Courses.” 2. Select a course you would like users to self-sign up for. 3. Select the... more

Changing the User’s Language Settings

Each user can change the language under their account by following these steps: Select “My Profile & Settings” in the top right corner dropdown. This can be accomplished from both learner and administrator views. Under the “Localization” section, click the pencil icon to edit the section.  Under the “Language” section,... more

Date Format Account Preference And User Preference

Each user (Administrators and Learners) can make this change to their account date format by using the following steps: Select My Profile & Settings in the top right corner Select Edit my profile Navigate to the Date Format dropdown menu, located below Language Select the UK (dd/mm/yyyy) or the US... more

Editing User Access Level and Other User Profile Fields

The default user role in the user’s profile is that of Learner. An administrator can edit this in the user profile with the proper permission.   To change Access Level or other user profile fields:   Navigate to the People Tab, search for the user and click on the user’s name  Select’... more

Impersonation

Account Owners, Administrators, Team Leaders and Team Admins can Impersonate learners without having to use the learner’s credentials (username and password) to log in as them. In Impersonation mode, admins can navigate in Learner View to the Home tab, Content Library tab, and Live Sessions tab to view the content... more

Import People In Bulk

If you have a large number of users to create or edit in Litmos, you will want to use our bulk import option. This will enable you to upload a Comma Separated Value (CSV) file containing up to 5000 users, and automatically send out a login email to each one... more

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