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User Management

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Written by IM Team
Updated over 2 months ago

Why This Matters

Managing your organization’s users and access settings is essential to creating a secure, efficient, and personalized learning environment. This guide is designed to help administrators quickly find the right resources for common setup and management needs.

Whether you’re assigning roles like Admin, Manager, Editor, or Learner, configuring Custom User Attributes to capture key details, or setting up Groups and Permissions to ensure the right people have the right access, the resources below will point you in the right direction.


Key Takeaway

When setting up your WorkRamp users it is important to build from the ground up.

  1. Identify the users and their respective roles.

  2. Assess additional user meta data you want and create custom user attributes for each of these fields (i.e. department, location, etc.)

  3. Create groups with dynamic rules that can reference these custom user attributes.

  4. Build automations that leverage user attribute and group data.


Recommended Resources

User Roles and Data:

Custom Attributes:

Groups:

Permissions:


Additional Support

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