Users and Roles
Disable and delete user accounts in a portal
Intended Audience: Admins, Managers Learn how to disable and delete accounts You can disable individual accounts through a user’s profile, or disable multiple accounts through the batch user upload feature. You can also delete accounts if required. ...
Manager Dashboard
Intended Audience: Managers only A clear intuitive overview of learner progress The manager dashboard gives you quick access to the numbers that matter most about learner enrollments. Manager dashboard: overview Cards, charts and graphs show users ...
Bulk Actions for Unenroll and Set Complete
Intended Audience: Admins, Instructors, Managers Change multiple enrollments with bulk actions Update individual learner details or change many enrollments at once through the course’s Enrollments page. You can change existing enrollments for ...
Learner Dashboard
Intended Audience: All Users Learner Dashboard As Safety Made Simple updates its interface to meet our customer needs, all users will see a new Home tab (previously Dashboard) to view learning. The new Learner dashboard will look the same for ALL ...
Download all user data in portal
Intended Audience: Admins, Managers Summary Download all your user settings and information, aka metadata, including custom user data, in comma-separated value (CSV) format. This download contains most of the data available from a user's profile. Use ...
Download group names and descriptions
Intended Audience: Admins, Managers Summary Admins can download group metadata to a CSV file, including group names, identifiers, descriptions and associated manager names. This CSV can convert easily to a pivot table for routine reports. This ...
Admins: Dashboard
Intended Audience: Administrators Edit a Widget The Admin Dashboard contains "Widgets" or "Cards" that can be edited, re-sorted, deleted, and new widgets created. To edit any of the Card or Graph widgets, click on the 3 vertical dots and then "Edit." ...
Admins: Login as learners
Intended Audience: Administrators Summary Admins can log in as learners and experience the learner’s portal directly, to help assist with learner accounts. We call it a proxy view as a Proxy user. Proxy user: overview Turn the feature on in Settings ...
Admins: Dynamic rules: use custom user data or email domain to assign users to groups
Intended Audience: Administrators Summary Use email domains, account creation date and custom user data to filter your users into groups, as soon as you create them. Dynamic rules can both add and remove users based on changes in their data. Creating ...
Add users to your portal
Intended Audience: Administrators, Managers Summary Create or invite users to your portal to get them started on training courses, or to help administer your portal. A vital administrative process is creating accounts for learners. This article ...
Admins: Dynamic rules: overview
Intended Audience: Administrators Automate the routine work of sorting learners Assign your users into groups based on email domain, date created or custom user data, as soon as you create them in Safety Made Simple. Combine dynamic rules with ...
Admins: Custom user data and dynamic rules: editing options
Intended Audience: Administrators Summary Learn what parts of custom user data you can change while dynamic rules are active. As background for editing custom user data, see: Custom user data: set up custom fields with details about field types ...
Admins: Custom user data: setup custom fields
Intended Audience: Administrators Summary Custom user data fields let you record additional user information in users' profiles. Custom user data fields in Safety Made Simple: Provide criteria for filtering learners into groups for automated ...
Users: set and reset passwords
Intended Audience: Administrators, Managers Summary Create initial passwords for users, require a password change at first use, and reset passwords for users. These features apply to users, when you create them, or through their profiles. Access ...
Manage groups
Intended Audience: Administrators, Managers Summary Groups represent a set of related users within your organization, such as a team or a department. Groups in Safety Made Simple let you manage the training for large numbers of users effectively. ...
Users: the basic profile
Intended Audience: Administrators, Managers Summary Learn what features and options are available to an admin (and manager if permissions are granted by admin), from an individual user's profile. Access permissions Admins for a portal can access all ...
Admins: User types and permissions: overview
Intended Audience: Administrators Learn the four broad user types and their permissions within Safety Made Simple. User types define what features users can access. You set the user type when you create or invite users. The 4 user types are: ...
Group your users
Intended Audience: Administrators, Managers Summary Safety Made Simple lets you create groups, and assign users to groups, to manage training for large numbers of learners. Groups can represent departments, teams, work sites, or partners. Groups are ...
Upload users by batch CSV file
Intended Audience: Adminstrators, Managers Summary Admins can run a batch upload from a Comma Separated Value (CSV) file. Create or invite new learners and update user data from CSVs. When you batch upload users, Safety Made Simple assigns all users ...
Admins: set manager permissions to manage groups
Intended Audience: Administrators Summary The Manager user type has flexible permissions, so you can tailor a manager's involvement in training their group. Manager permissions apply to users within the manager's groups. The permissions do not apply ...
Your profile: the learner view
Intended Audience: Administrators, Managers, Learners See your own profile in Safety Made Simple, and the settings you can manage directly: your name, timezone, and preferred portal language. Note: To change a unique identifier on a portal - such as ...
Admins: Batch user upload: overview and options explained
Intended Audience: Administrators Summary Create, invite or update data for large numbers of users by uploading a CSV file: this article covers the feature, and its options in detail. The batch user upload feature is an effective tool for admins to ...
Users: create an instructor, and assign them to a course
Intended Audience: Administrators , Instructors Instructors are users who lead courses Instructors also review and grade exams and assignments. Their user permissions let them work with learners, and access learners' assignments and exams, and mark ...