Use the Directory tab of the People page (opens in new tab) to see and manage all existing users on your plan, including license assignment, plan admin and team manager permissions, and team assignment.
In this article
Who can use this?
| Stnd | Prem | Strt | Pro | Ent | |
|---|---|---|---|---|---|
| Learners: | |||||
| Managers: | (✓) | (✓) | (✓) | ||
| Admins: | ✓ | ✓ | ✓ | ||
| (✓) May be available depending on your permission settings | |||||
| Learn more about Skills plans and roles | |||||
Note: This article provides an overview of the features of the Directory tab. For detailed instructions on how to perform the actions available here, please see the articles in Users and teams and Skills licenses.
License overview
The license overview section shows one license card for each license type on your plan. Your license overview may differ from the example below depending on the number and type of licenses you have purchased for your plan.
Each license card shows the following information:
- Name of the license type
- Number of licenses assigned (including pending) / number of licenses purchased
- Number of pending licenses | number of licenses remaining and available to assign
More info
Users table
The Users table shows you all existing users on your plan. You can click the Name, Email, License, and Note labels to sort by that field, and click again to toggle between ascending and descending. You can also use the Search users filter to search by name.
If the value of a field extends beyond the column width, hover over the field to view its full value.
The table includes the following fields:
- Name: Name of the user. An A by their name indicates they're a plan admin. An M by their name indicates they're a team manager. Depending on your permission level and the user's learner status, you can click their name to view their detail dashboard in Users & Usage analytics.
- Email: Email address of the user. You can click this field to edit it.
- Teams: Names of the teams the user is assigned to. Multiple teams are separated by commas.
- License: A checkmark indicates the user is currently assigned a Skills license.
- License types: Names of the license type(s) assigned to the user. Multiple licenses are separated by commas.
- Note: Space for you to include extra information about the user, such as an ID number. This can be used to help you identify users and integrate them into other systems. You can click this field to add a note or edit an existing note.
You can use the Actions dropdown menu to manage users' license and team assignments or to remove them from the plan. First select one or more users from the Users table. Then choose from the following in the Actions dropdown menu:
- Manage licenses: See Assigning licenses to existing users for detailed instructions.
- Move to team(s): See Assigning learners to teams for detailed instructions.
- Create new team: See Creating teams for detailed instructions.
- Remove from all teams: See Removing learners from teams for detailed instructions.
- Remove from plan: See Removing learners for detailed instructions.
Adding new learners
Click Add new user to invite new learners to your plan. See Managing learners for detailed instructions.
Exporting and importing CSVs
You can download (export) and upload (import) CSV files to simplify user management tasks, including adding new learners as discussed above. See Managing users via CSV for detailed instructions.