Reach 360: Manage Users

The People section of the Manage tab is where you create groups, add learners, and more. Keep reading to learn more.

• Manage the User List
• Invite Users
• Manage Pending Invitations
• Modify Users
• Delete Users

Manage the User List

The Users tab lists learners, admins, reporters, and managers who've accepted an invitation to train on your Reach 360 site. 

You can search by name or email address with the search bar and filter the results by user role or group. You can also sort the list by when each user was last active with the Last Activity column. Self-registered users are denoted with a Self-Registered tag.

Click Export to download a spreadsheet containing the name, email, last active session, role, and group membership of each user (the exported file will reflect any filters you've applied to the list).

You can invite all user roles from within Reach 360. You can also invite admins, managers, and reporters via Articulate 360 Teams. Learn more about which tasks each type of user can perform in Reach 360 here. 

Invite Users

To invite a user to your organization, click the Add Users button. Type the email where you want the user’s invitation sent and press Enter. Once you’ve added a user, you can select their role from the drop-down list. You can also add them to groups as they’re added to the list. Alternatively, you can assign all users in the invite list to the same groups using the menu in the upper right.

Keep adding email addresses and choosing roles and groups as needed (users are added as learners by default). Then click the Add button to send an email invitation to everyone you’ve added. You can also bulk-import learners with a CSV spreadsheet or invite new users when adding members to a group.

Admins, managers, and reporters can also be added from the Articulate 360 Account Management Console.

Manage Pending Invitations

Once a user has been invited, you can manage their invitation on the Pending tab. From here, you can resend the invitation email or delete them from the list. You can also select some or all of your pending invites and resend or delete them in bulk. Self-registered users are denoted with a Self-Registered tag.

Once you delete a pending invitation, the user can't use the existing email link to join—you’ll have to invite them again. You can also export the list of pending users to a CSV file. 

Modify Users

Once a user has accepted their invitation, they’re added to the Users tab. Click an entry to change a user’s name or role or to manage their group enrollment. Select the edit icon to edit only a user’s first or last name. 

You can add users to any existing groups by clicking Groups and selecting them from the pop-up window that displays. You can quickly remove a user from a group by hovering over the group they belong to and clicking the X.  

Modifying Admin, Manager, or Reporter Roles

Reach 360 learners aren't required to have Articulate 360 profiles when accessing Reach 360; however, admins, managers, and reporters are. 

When changing a user who's only had a learner role to any other role, they must first create an Articulate 360 account via the link in the invitation sent to their registered email. Until this is complete, you'll have to delete the pending invitation before changing their role again.

Admins, managers, and reporters can't be converted to learners. To make an existing admin, manager, or reporter a learner, you must first delete the user and then re-invite them using their same email address.

Delete Users

Remove a learner by clicking Delete User and confirming the action. Their activity history remains available on the Reports tab after they've been deleted. After a user has been deleted, they can be re-invited using their same email address to retain their course progress.

Admins, managers, or reporters deleted are also removed from the Articulate 360 Account Management Console. 

Bulk Delete Users

You can bulk delete learners by selecting the checkbox at the top of the name column. This selects all user records on the current page. If you don't want to select all users in your organization, you can filter by group and user role.

To select all users in the current filtered list, not just those on the current page, click the Select all ## users message, where ## is all user records in the current filter. Then click Delete Users and confirm the action.