How to update user settings
Go to Manage > Users
Open up the user's user page by clicking their name.
Click Settings to update various user settings as seen below; such as changing email or pausing them.
Deleting or pausing users
Admins can pause and delete users.
Deleted users will lose all data and be removed from the system.
Paused users will lose access to Sana, but their data will be kept in case they're reactivated. They will be marked as deactivated.
You can pause users from the user profile as shown in the image above. For deleting, go to Manage > Users. Mark the user and choose Pause or Delete in the menu as shown below.
Monitoring a user's learner progress
When managing users, it’s important to track their progress with assigned content. The following status indicators help you understand their current standing:
Needs Attention: This status is assigned if a user has overdue content. Immediate action is recommended to help them get back on track.
At Risk:
If a user is assigned to a live course that is not marked complete yet and has no upcoming session scheduled, they will be marked as "at-risk."
If a user has content that is due soon, they will also be marked as "at-risk." This serves as a reminder that they might need support to finish on time.
On track: If a user doesn’t meet any of the conditions for "needs attention" or "at-risk," they are considered "on-track," indicating they are making good progress with their content.
Doing great: When a user has completed all their assigned content, they are given the "all-done" status, indicating full engagement and completion of their tasks.
These status indicators are designed to provide a clear view of user progress and ensure timely support is provided where needed.
How to nest filters
Follow these guidelines to set up effective conditions to filter users in Manage > Users:
Use AND for all conditions within a set, and use OR to connect different sets.
This is useful when you want users to meet all conditions in one set but allow for alternative sets of conditions.
For example, you can set up filters to include users who are both "Active" and in "Marketing", OR users who "Report to a specific manager".
Use OR for all conditions within a set, and use AND to connect to different sets.
This is useful when any condition within a set is acceptable, but all sets must be satisfied.
For example, you can set up filters to include users whose "Direct Manager" is John Doe, OR users whose "Reports to" is Jane Doe AND who are in "Marketing".
You can add a new set of conditions by clicking the "[+]" icon next to the search icon.
Each set of conditions also ends with a "+" button to add a new condition with the same set.
💡 Sets are separated by a conjunction. When setting filters, the conjunctions within a set can only be all ANDs or all ORs. The conjunctions between sets behave the same way.