How to Manage Users?

Users in CPR Enroll+ are the people who have login access to your admin dashboard. This includes administrators, managers, and instructors who need to access and manage your account. This guide covers creating users, assigning roles, and managing access.

Viewing Your Current Users

1. From the sidebar, go to Administration > Users.

2. The Users list shows all accounts with columns for name, email, role, status, and actions.

3. Use the Search field to find a specific user by name or email.

Creating a New User

4. Click + Create.

5. Fill in the required fields: First Name, Last Name, Username, Password, and Email.

6. Add optional fields: Phone, Address, City, State, Zip, Notes, and Tags.

7. Select one or more Roles from the Role dropdown — common roles are Admin and Instructor.

8. Toggle Active ON (default) to activate the account immediately.

9. Toggle any additional settings as needed (Paperwork Instructor Only, etc.).

10. Click Save.

Sending a Welcome Email to a New User

11. After creating the user, find them in the Users list.

12. Click ⋮ > Resend Confirmation Email to send them their account confirmation.

13. For instructors, use ⋮ > Account Create Email to send them their login credentials.

Editing a User's Role

14. Click ⋮ > Edit on the user row.

15. In the Role field, add or remove roles as needed.

16. Click Save.

Resetting a User's Password

17. Click ⋮ > Reset Password on the user row.

18. The system sends a password reset link to the user's registered email address.

Deactivating a User

19. Click ⋮ > Edit on the user row.

20. Toggle the Active switch to OFF.

21. Click Save. The user can no longer log in but their records are preserved.