Admins and managers can edit user accounts once the account is active in Form LMS.
✅ Before you start: You need the Site Admin, Admin, or Manager role.
Edit an active user
ℹ️ Only Active accounts can be edited. If an invite has been sent, the user must accept and verify it before you can make changes. Managers can only edit learners in their own organisation unit.
- Go to People → Users.
- Search for the user and click Edit under the three-dot menu.
The user's profile opens for editing. Make your changes and click Save Changes.
Assign an existing user the Manager role
✅ Note: You need to be Site Admin, or Admin in order to edit roles.
Managers oversee users in specific teams or organisation units. They can invite learners, view user history, enrol and withdraw users from courses, and manage enrolment requests.
- Go to People → Users.
- Search for the user and click Edit under the three-dot menu.
- Tick the Manager checkbox.
- Choose which organisation units the user will manage.
- Click Save Changes.
The user now has access to the People and Catalogue tabs.