My staff member has two accounts, how do I merge them?
Title:
Managing Duplicate Learner Profiles in Click Learning
Purpose:
To explain how to manage situations where a learner has more than one profile, and how to decide which profile to keep active.
Scope:
This process applies to managers and administrators responsible for maintaining accurate learner records in Click Learning.
Steps:
-
Identify all profiles belonging to the learner by reviewing the learner list and confirming matching personal details.
-
Open each profile and review course progress and last accessed dates to determine which profile is most active.
-
Decide which profile should remain active. In most cases, this will be the profile most recently used by the learner.
-
Before deactivating any profile, download all certificates from the profile being removed or deactivated.
-
Deactivate the profile that should no longer be used so the learner can only access the correct profile.
-
Confirm that the learner understands which profile they must continue to use going forward.
Responsibilities:
Managers and administrators are responsible for reviewing duplicate profiles, determining which profile to retain, downloading certificates, and deactivating the unused profile.
Notes:
Merging profiles is not currently possible in Click Learning.
Certificates must be downloaded before deactivating any duplicate profile to prevent loss of important records.
If this article does not resolve your query, please get in touch with us at
Related Articles
My staff member already has a certificate, can I sign them off in Click - Learning as well?
Title: Signing Off a Course Using a Previous Certificate in Click Learning Purpose: To explain how to sign off a course based on a learner’s previous certificate and ensure appropriate evidence is recorded. Scope: This process applies to managers and ...
Can I stop staff from downloading their Certificates.
Title: Can staff download their certificates in Click Learning? Summary: This article explains why staff can download their certificates and how this fits with GDPR and data protection rules. Steps: Staff can download their own certificates at any ...
Do I have to add an email address when adding Learners?
Title: Email address requirements for Click Learning profiles Summary: This article explains why every learner must have a valid email address and what to do if a staff member does not have one. Steps: Make sure every staff member is registered on ...
Importing your learning plan or training matrix
Title: How to bulk-assign courses using the CSV import Summary: This article explains how to use the CSV import to add courses to your learners based on your training matrix. Steps: Sign in to Click Learning. Go to the Activity report. Select Import ...
Setting up access rights for managers
Title: Manager access in Click Learning Summary: This article explains how to control what a Manager can see and do in Click Learning by using Groups and Roles. Steps: Use Groups to decide which learners a Manager can see. A Manager can only see ...