Users tile

Overview

A standard administrator can use the Users tile to access the Users grid, which displays all users they have access to based on their Aptem group allocation. Users may be learners, jobseekers, employers, or referrers. This article describes the tile as visible to a standard administrator. For more information, see Standard administrator – detailed description.

Users grid

Selecting the Users tile opens the Users grid. By default, the grid is sorted by user ID (ascending), with New learners and jobseekers shown at the top. Archived users are not visible to a standard administrator anywhere in the system.

New primary learners and jobseekers

New learners and jobseekers are indicated by a New badge indicating an unvisited learner profile badge. These are primary learners assigned to the logged-in administrator whose user profile has not yet been visited. Once the administrator visits their profile, the badge is removed.

Filtering

Select Search to apply filters. Select Reset to return to the default view. The grid displays 10 records per page; use the navigation buttons to move between pages.

Filter Control type Default Description
User name Free text Blank Filter by user full name.
Group Multi-select tree view dropdown Select groups Filter by user Aptem group allocation. Only groups the logged-in administrator has access to are listed.
Email Free text Blank Filter by user email address.
Status Dropdown Full user, Invited, Prospect Filter by subscription status. Options: Prospect, Invited, Full user, Expired, Cancelled.
Type Dropdown All Filter by user type: User (learner or jobseeker), Employer, or Referrer.
Programme Searchable dropdown Blank Filter by learner or jobseeker's current programme. Options include the account programme, all delivery programmes, and all onboarding programmes created by administrators in the same Aptem root group as the logged-in administrator.
Programme status Searchable dropdown Blank Filter by learner or jobseeker's programme status. All programme statuses supported by Aptem are available.
NI number Free text Blank Search for a learner or jobseeker by their National Insurance number.
Case owner Searchable dropdown Any Filter learners and jobseekers by case owner. Lists all administrators who share the same or intersecting Aptem groups as the logged-in administrator.
Reference number Free text Blank Search for a learner or jobseeker by their reference number.

Grid columns

Column Sortable Format Description
User Yes (A–Z) Link to the user profile (for learners) or adviser profile (for employers and referrers) User full name (first name and last name).
Type Yes String User type: User (learner or jobseeker), Employer, or Referrer.
Email Yes (A–Z) String User email address.
Group No Link to the Users Groups Profile filtered by the selected group All groups the user is assigned to, if multiple.
Subscription status Yes String with additional options

User's current subscription status. Additional actions available:

  • Cancel subscription for Prospect, Invited, or Full user accounts.
  • Activate subscription for Cancelled accounts.
Learning plan Yes Link to the learner's current programme learning plan Indicates learners who have a learning plan enabled in their programme.
Programme status Yes String Learner or jobseeker's current programme status.
Notes No Selectable icon Select to view, add, or remove notes for the learner or jobseeker. Not shown for employers or referrers.
Tasks No Selectable icon Select to view the learner or jobseeker's tasks page. Not shown for employers or referrers.
Edit No Selectable icon Select to open the user's Edit details page. Available for all user types including employers and referrers.
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