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Create and manage users

Learn how to manage users, assign roles, and use invite links effectively.

Updated over a month ago

Who can use this feature?

  • Available for users with role Owner.
    Learn more about roles and permissions here.

  • Available on All Plans

  • Available on Desktop


Accessing user management

  1. Click on your profile picture at the top right corner.

  2. Select Manage users.
    Alternatively: Click on Administration and then select Users from the main navigation on the left side.

User overview

In the user management section, you will see a table listing all users associated with your organization. The table includes the following columns:

  • Name: Displays the user's name, profile picture and email address.

  • Teams: Shows the teams the user is assigned to within your organization.

  • Role: Allows you to select the user's role within the organization. More information on roles and permissions can be found here.

  • Reference data: Displays reference data if configured in your organization.

  • Added at: Indicates when the user was added to the organization.

  • Status: Shows whether the user is active, deactivated, or not yet activated.

Searching and filtering users

Above the user overview table, there is a search field to filter users by name. Additionally, you can use the Filter list button to open a window with various filter options:

  • Filter by roles

  • Filter by user status

  • Filter by teams

Click Apply filters to confirm your selections or Reset filters to clear all filters.

Viewing user profiles

Click on a user's name or profile picture in the user overview table to view their user profile.

Adding new users

  1. Click the + Users button at the top right.

  2. Input one or more email addresses in the provided field. Separate multiple addresses with a comma, semicolon, or space.

  3. Click Add emails to display the addresses in a table.

  4. For each email, enter the first name, last name, select the desired role, and set the user's language. First name and last name are required fields.

  5. Click Add users to send invitation emails. Users will appear in the table with a status of "Not yet activated" until they register and accept the invitation.

Tip: The user's language setting determines the language in which the invitation email will be sent.

Note: At the moment, it's not possible to set initial user passwords directly through the user interface. If you need to add a large number of users with initial passwords, please reach out to edyoucated customer support. We’ll be happy to assist you in finding a suitable solution.

Resending invitations

If the user's status is Not yet activated, do the following to resend the invitation:

  1. Hover over a table entry and click the three dots to open the context menu.

  2. Click Resend invitation.

Deactivate users

If the user's status is Active, do the following to deactivate the user:

  1. Hover over a table entry and click the three dots to open the context menu.

  2. Click Deactivate user.

  3. In the dialog window, click Deactivate to confirm the deactivation.

Note: If you deactivate a user in your organization, they are prevented to access your organization on edyoucated and you will not be able to share or assign learning content with them. You can still view their profiles, assigned learning items and learning history. You can always reactivate a user at any point.

Reactivate users

If the user's status is Deactivated, do the following to reactivate the user:

  1. Hover over a table entry and click the three dots to open the context menu.

  2. Click Reactivate user.

  3. In the dialog window, click Reactivate to confirm the reactivation.

Note: If you reactivate the user in your organization, they will get access to your organization on edyoucated again and you can assign them learning materials.

Remove users

  1. Hover over a table entry and click the three dots to open the context menu.

  2. Click Remove user from organization.

  3. In the dialog window, click Remove from organization to confirm removing the user.

Note: If you remove a user from your organization, they are permanently prevented to access your organization on edyoucated. You will not be able to manage these users, their profile and their learning history anymore.

Using invitation links

Invitation links are useful for adding users without pre-entering their information. There are two types of invitation links:

  • Organization invitation link: Adds users to the organization.

  • Team invitation link: Adds users directly to a specific team.

Do the following to create and use invitation links:

  1. Click Manage invite links on the user overview page.

  2. Use the Copy organization link or Copy team link buttons to share the links with potential users.

Note: Users added via invitation links are initially set as regular members. You can change their permissions after they register.

Tip: Click the refresh icon to invalidate the current link and generate a new one. This is useful if a link has been shared but should no longer be valid.

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