Getting Started

Manage organization members and view user activity

Manage organization members and view user activity

Manage Your Organization Members

Learn how to manage member roles, reset passwords, and view activity logs for users in your organization.

Step 1 of 14

Click the Organization tab to access the member management interface.

Let me start by clicking on the Organization tab, where all of your member management tools are located.

Click the Organization tab to access the member management interface.

Step 2 of 14

Click the actions menu for a team member to access management options.

You'll see each team member listed here. I'll open the actions menu for one of them to show you what options are available.

Click the actions menu for a team member to access management options.

Step 3 of 14

Select Change Role to update a team member's permissions and access level.

The first option here is Change Role, which lets you adjust a team member's permissions and what they can access in the system.

Select Change Role to update a team member's permissions and access level.

Step 4 of 14

Click Cancel to close the role change dialog without making updates.

For now, I'll just close this dialog without making any changes.

Click Cancel to close the role change dialog without making updates.

Step 5 of 14

Open the actions menu again to explore additional member management options.

Let me open that actions menu again so you can see another useful feature.

Open the actions menu again to explore additional member management options.

Step 6 of 14

Select Reset Password to generate a new temporary password for the user.

Here's the Reset Password option, which creates a temporary password that you can share with the user if they're having trouble logging in.

Select Reset Password to generate a new temporary password for the user.

Step 7 of 14

Click Done to confirm the password reset and close the dialog.

Once the password is reset, just click Done to finalize it.

Click Done to confirm the password reset and close the dialog.

Step 8 of 14

Open the actions menu once more to access user activity tracking.

I'll open the menu one more time to show you the activity tracking feature.

Open the actions menu once more to access user activity tracking.

Step 9 of 14

Select View Activity to see the user's login history and course creation.

When you select View Activity, you can see a detailed record of the user's login history and all the courses they've created.

Select View Activity to see the user's login history and course creation.

Step 10 of 14

Set the end date filter to complete your activity date range.

Then set your end date to complete the date range you want to review.

Set the end date filter to complete your activity date range.

Step 11 of 14

Switch to the Created Courses tab to review the user's course portfolio.

Switching to Created Courses shows you their complete portfolio of training content.

Switch to the Created Courses tab to review the user's course portfolio.

Step 12 of 14

Click Open next to a course to view or edit it directly from the activity list.

If you want to see the actual course content, just click Open next to any course in the list.

Click Open next to a course to view or edit it directly from the activity list.

Step 13 of 14

Click another Open button to navigate to a different course this user created.

You can open any course directly from here to review or edit it.

Click another Open button to navigate to a different course this user created.

Step 14 of 14

This is the full course editing interface where you can review all screens and content blocks.

This takes you right into the full course editor where you can see all the screens, content blocks, and everything else the user has built.

This is the full course editing interface where you can review all screens and content blocks.

You're all set!

You now know how to manage organization members, modify their roles, reset passwords, and track their course creation activity.