A business may add new users to the LMS in a number of ways, including User Import, Add User, and Self Registration. If the same user is mistakenly added twice, (e.g. an administrator manually adds a new user who was already self-registered, or the same person was listed twice in a user import file under two distinct Usernames) the “User Merge” tool allows Portal Administrators to combine two active accounts into a single user record, retaining all associated profile information and training history. It is important to understand that once this process is completed, there is no way to undo the action or separate merged account data.
This document describes how to employ the User Merge tool, once the feature has been enabled in your LMS. If User Merge is not available in your LMS, please contact Latitude Support to request it.
Prospective LMS users must be provided a URL to either their company’s portal Login page or a direct URL to the registration page itself.
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The user must fill out the entire registration form and click Submit to create a new account. It is imperative that the student provides a valid email address, a unique username, and a password that meets system requirements. Email may be used as a unique username. Current password requirements are available by hovering the mouse pointer over the green question icon next to the password field. Users must also agree to the LatitudeLearning® Terms of Use and Privacy Policy before submitting the form.
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The self registration process uses Default Position and Default Location assignments defined in the Site Management > LMS Information page to create a new User Account and Profile. As with all Add User processes, the new user is automatically assigned the Student role.
The standard self registration feature accepts all submissions, provides new users instant access to the LMS, and sends Username and Password credentials via email.
Some administrators prefer to monitor self registration requests to avoid unrestricted access or prevent too many users from joining their LMS. Portal Administrators can use Site Management > LMS Information to update the flag that determines if new user registrations require approval.
With this option enabled, new users will see the following message upon submitting their registration form: “Thank you for registering. Your registration is pending approval. You will be notified by email once it is approved.”
The LMS also automatically emails the appropriate manager, notifying him or her of the user access request. Administrators must then log in and process these requests by selecting, from the left navigation menu, Approvals > Approve Pending Self Registrations. This is also available under the Navigation page icon for Approvals or from the My Team Approvals link.
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There is a small area at the top of the form which can be customized under Site Management > Edit HTML using the register_page file.
Portal administrators who prefer not to designate default Location and Position assignments for new user accounts can request customization of the registration form, requiring manual entry of this profile information.
The Latitude Support team can enable additional fields upon request, allowing users to type their personal address, “Location Code” and “User Group” information, as well as select their Position assignment from a drop-down list. Once these enhancements are implemented, administrators must provide new users instructions on submitting a valid Location Code, User Group Code, and/or Position information during the registration process.
Please send requests for customizing the Self Registration form to LMS Support.
Portal administrators who prefer not to offer the Self Registration option to new users can contact Latitude Learning to fully disable the feature.
Note: Portal administrators who want to add a large number of users, but are not interested in offering the self registration option can consider using the User Import tool.