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Limited Admins – Getting Started

Use this guide to understand the Limited Training Administrator role and learn how to view user information, review learner progress, and access reporting tools.

Key Point

Limited Training Administrators can view users and reporting data across their institution but cannot create users, edit accounts, assign training, or manage learning plans.

Limited Training Administrators Cannot:

  • Create or edit user accounts
  • Assign courses or learning plans
  • Build or manage learning plans
  • Run bulk user management actions

If you need these permissions, contact launch@ue.org.

Accessing The Admin Menu

  1. Log in to learn.ue.org.
  2. You will land on the learner homepage.
  3. Click the gear icon in the upper-right corner.
Admin Menu

Using User Management

The User Management area allows Limited Training Administrators to:

  • Verify whether a learner has an account
  • Search for specific users
  • View learner completion information
  • Export user information

To open User Management, click Users from the Admin Menu.

Users

Searching And Filtering Users

  1. Use the search field to locate a learner by name or email address.
Search Users
  1. Use filters to narrow the user list.
  2. Use the column selector to customize visible columns.

Note: By default, you will see users in your branch and any associated sub-branches.

Exporting User Lists

  1. Select one or more users.
  2. Click Choose Action.
  3. Select an export format.
  4. Choose the fields to include.
  5. Export the file.

Exports can include information such as:

  • Last access date
  • User profile fields
  • Branch information
  • Account status information

Viewing Learner Progress

  1. Locate a learner in User Management.
  2. Open the action menu.
  3. Select User Personal Summary.
User Personal Summary

From the User Personal Summary page you can:

  • Review learner statistics
  • View course completion history
  • View archived enrollments
  • Review learning plan progress

Running Reports

Limited Training Administrators can access reporting tools from the Admin Menu.

  1. Open the Admin Menu.
  2. Click New Reports.
New Reports

Available reporting options include:

  • User Personal Summary reports
  • Course Summary reports
  • Custom Reports Builder

For downloadable CSV and Excel reporting, use the Custom Reports Builder.

Getting Help From UE

If you need permissions beyond the Limited Training Administrator role or have questions about reporting and user visibility, contact the UE Learning Enablement Team at launch@ue.org.

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