Who is this article for?

Administrators who want to learn to merge, manage and delete users and course groups.

Administrator permissions are required.

Maintaining a clean and efficient user database in Lucidity Induction involves advanced operations such as merging duplicate accounts, organising courses into logical groups, and removing outdated user profiles. This comprehensive guide will walk you through the processes of consolidating user information, streamlining course management through group creation and modification, and properly deleting user accounts when necessary, ensuring your Lucidity Induction system remains optimised and clutter-free.

1. Merge users

Video: Merge Users

There may be cases where two or more accounts exist for the same user. This may occur if a user, for example, forgets their username or password and chooses to create a new profile rather than contacting an administrator for assistance. This is where merging users can become useful.

In the example below, C-3PO has created 2 accounts with slightly different user names.

To merge a profile from the User page:

1. Locate the primary user using relevant filters.

2. Click Actions to the far right of the user

3. Click Merge.

4. In the wizard that opens, click Add to select the users to be merged.

5. More than one account can be selected to be merged.

6. Click Next.

7. Review the selected changes.

8. Click Merge.

9. The accounts will be merged and results displayed. All course records from either account will now be associated with this single account.

10. Click Return to list to return to the user page.

2. Manage user course groups

If a user selects an incorrect course group or needs additional course groups assigned, this can be managed via the User page.

To manage a user's course groups, from the User page:

1. Locate the user using relevant filters.

2. Click Actions to the far right of the user.

3. Click Course Groups.

4. Update the course group selections as required.

5. Click Update for changes to be applied.

3. Delete user

To delete a user, from the User page:

1. Locate the specific user using relevant filters.

2. Click Actions to the far right of the relevant user.

3. Click Delete.

4. In the pop-up that appears, click Delete to completely delete the user from the system.

4. Reporting from the user page

An Excel list report is available from the User page. Reports will reflect filtered search options as displayed on the lower half of the User page. 

To generate a report, from the User page:

1. Click Show Filters.

2. Select the relevant filters.

3. Click Filter.

4. All results will be displayed at the bottom of the screen.

5. Click Excel Export to generate this report into Excel.

5. Further reading

• Creating a new Induction user
• Editing and deleting Induction course records
• Adding an Induction course record