• First Name and Last Name: This field is editable for portals with Native Login only. Integrated portals must edit the learner's name in the management system; the change will be shown the next time the learner logs in through Single Sign-On (SSO).

• Username: In portals with Native Login, Manage Learner Admins can edit the learner's Username. This feature was added on 4/27/15 in Sprint 74, and was only applied to new portals or by request. Please contact Support if you would like to enable this feature. Portals with SSO will not display the Username.

• Password: For portals with Native Login, Manage Learner Admins can click a button to reset a learner's password. If the learner has a valid email address, they will receive a new temporary password in an email. The admin can also see the new temporary password and provide it to the learner. As soon as the learner logs in, they will be required to reset the password. This feature is not available on portals with SSO.

• Created: Shows the date (in the learner's time zone) that the account was created, as well as the registration source.

• Alternate ID: You can edit the learner's Alternate Id, which will allow you to better manage duplicate accounts and merge requests.

• Account Status: Learner accounts can be marked as Inactive in order to prevent the learner from accessing their account. Inactive learners will not show up in reports unless the "inactive" box is checked under Find Learners. You can also search for inactive learners in the Manage Learner area under Find Learners. To re-activate a learner account, search for the inactive learner and change the status to Active on the Info tab.

• Administrator: To update a learner's administrative rights, click on the  button and set the admin Type to one of the following:
  • None: not an administrator
  • Admin: a specific admininistrator such as an enrollment code, assessment or section admin. You will need to set up the admin rights by managing the enrollment code, assessment or section. Admins will automatically be set to this level if they are selected as an enrollment code, assessment or section admin and it is not necessary to set this level on the info tab.
  • Organization: A high-level admin over all learners on the portal. This is the level for your internal admins.
  • Other Admin levels based on your Group hierarchy: If your portal includes additional learner groups, you will be able to select the level of administrator from your customized group or admin level labels (example: Region, District, Store).
    • After selecting the admin level, you can either set the admin to manage their own group, or select the specific group or groups that they can manage.

Once a learner is set up as an administrator, you will need to click over to the Permissions tab in the Learner Detail area. Here, you can set what the admin will have access to in the Admin Dashboard.

• Rate Category: Shows the learner's rate category for eCommerce purchases. The default is Your Cost, though you may have up to two categories such as Member/Non-Member.

• Login Count: Displays the number of times that the learner has logged in. This can be useful when troubleshooting login issues.

• Last Login: Shows the last date and time (UTC time) that the learner logged in. This can be useful when troubleshootying login issues.

• Is Account Locked: Lets you know whether the learner has been locked out from logging in due to too many incorrect password attempts. If a learner attempts to use an incorrect password 10 times, the account will lock for 15 minutes. After 15 minutes, if they make another incorrect attempt, the account will lock for another 15 minutes. If a learner's account locks, they should be advised to use the Forgot Password link after 15 minutes.

• Authentication Type: This is either Native, where your learners log in through Learner Community, or SSO, where your learners log in through your internal management system.
• Integration Type: Lists the name of any management system that is integrated with Learner Community.

• Email Address: Portals with Native Login allow you to edit a learner's email address.

• Address, Birth Date, Phone Number, etc.: Some portals include additional learner data, which can be displayed and edited on the Info tab. These settings are customized during the implementation phase.

• NABP eProfile ID: If you offer Accreditation Council for Pharmacy Education (ACPE) credit, you can opt to have the learner's NABP eProfile ID displayed on the Info tab. This ID only becomes available after a learner has claimed an ACPE credit.

• BPS Specialty Number: If you offer Board of Pharmacy Specialties (BPS) credit, you can opt to have the learner's BPS Specialty Number displayed on the info tab. This ID becomes available after a learner has claimed one or more BPS credits. If necessary, you can edit each specialty number by clicking on the number, making your change, and clicking the  button to save. Learners can only edit their specialty number when they claim another credit.

• Groups: If your portal includes a learner group structure or hierarchy, you can opt to have the learner's group(s) visible and editable on the Info tab.

• OIG/GSA Checks Enabled: If you use OIG/GSA Checks you can enable or disable the checks for a learner on the Info tab.

• Other account data entered by the learner upon login: If you collect require or optional data from the learner on their initial login, you can opt to include that data on the Info tab and make it editable (examples: other ID's, job types, license numbers, etc.).

If your portal will be using features such as Badging and Communities, your learners will be able to create a Public Profile to interact with other learners on the site. They can turn this feature on or off on their My Account page. Administrators have the option to edit the learner's profile name and gender.

• Display Name: This is the name that will display when the learner earns a badge or makes a post in a community. The learner has access to edit their display name.

• Gender: This is an optional field and is editable by the learner.

• Location, Website, MicroBio: Optionally, the learner can add other details to their Public Profile, and these will be displayed on the Info tab.

Anonymize and Delete Account option will set all the learner's account and profile fields to generic values, and mark the account as Deleted. This option exists for clients who might receive a GDPR user request to purge their data from your applications.

Anonymized accounts are set to First Name "anon", Last Name "acct" and Status "Inactive". Other fields are set to "null" where possible, or a default value where required. Anonymized accounts will still be visible to Organization Administrators if they include "Inactive" learner accounts (all accounts will show the name "anon acct").

To be sure that clicking Anonymize and Delete Account was intentional, its confirmation dialog has an acknowledgement to explain the consequences of proceeding. The actions cannot be undone, so the dialog also requires an extra step before the Yes confirmation button can be clicked.

Note: Anonymize and Delete Account via the Administrator Dashboard will not change the Alternate Id, if the account is connected to your system through an integration, that connection will remain. An Organization Administrator can either modify that value, or reach out to Knowledge Connection Help if many accounts need to be anonymized.