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Optional. Leave the SecurityProfileCode column value blank to automatically assign the Standard User profile.
Security Profiles control the various “permissions” given to each user in the LMS. These are usually set up when the user data is imported; however, you can also assign these manually. The features and functionality you and the other users see in the LMS will depend on what Security Profile(s) have been assigned. For a detailed list of permissions for each Security Profile, refer to the Security Profiles topic.
The available Security Profiles and the required code abbreviation to be used in the SecurityProfileCode column are listed below.
Only one SecurityProfileCode can be entered for a user in the Import_Learners sheet. Security codes already aligned with a User in the LMS will be appended by new imports, not replaced.
Only one SecurityProfileCode can be entered for a user in the Import_Learners sheet.
If you’re an existing Client Family Member, you are not required to update your Import_Learners file to use the new codes; however, you can do so for clarity if you prefer.
To define a user as a Standard User in the Import spreadsheet, you will need to specify USER (previously USERSTD) in the SecurityProfileCode column.
Productivity Tip All users added to the system will have the Standard User profile assigned by default. You can leave the SecurityProfileCode column value blank to automatically assign the Standard User profile. |
To define a user as a Report Super User in the Import spreadsheet, you will need to specify REPORTUSER (previously LEARNERRPT) in the SecurityProfileCode column.
To define a user as a Supervisor in the Import spreadsheet, you will need to specify SUPERV (previously MGRUSR) in the SecurityProfileCode column. This profile was previously known as User Manager.
If a user has been defined as a Manager in the Client_Manager_Identifier column in the Import sheet, they will automatically be assigned to this Security Profile.
To define a user as an Event Manager in the Import spreadsheet, you will need to specify EVENTMGR (previously MGRCLS) in the SecurityProfileCode column.
To define a user as a Course Manager in the Import spreadsheet, you will need to specify COURSEMGR in the SecurityProfileCode column.
Once a user has been assigned to the Supervisor profile, you can login and manually assign them to User Manager to increase their privileges.
To define a user as an Event Administrator in the Import spreadsheet, you will need to specify EVENTADM in the SecurityProfileCode column.
To define a user as a Course Administrator in the Import spreadsheet, you will need to specify COURSEADM (previously ADMINCRS) in the SecurityProfileCode column.
To define a user as a User Administrator in the Import spreadsheet, you will need to specify USERADM (previously ADMINLEARNER) in the SecurityProfileCode column.
This profile provides complete access to the system. To define a user as a Company Administrator in the Import spreadsheet, you will need to specify COMPANYADM (previously ADMINCOM) in the SecurityProfileCode column.
Best Practice It is recommended that you identify at least one user as COMPANYADM during the initial import so that they can configure the LMS for the firm. |
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