• User management in an organization

  All settings regarding the individuals and portfolios in your organization are managed in User Management. From this central location, you maintain an overview of who is active within the department and which roles they fulfill. Accessing user management If you have the appropriate permissions to manage users, you will find the User Management option in the side menu on your dashboard. To access and edit this environment, you need a specific administrator role (https://help.reconcept.nl/en/aPopular

• Available roles in the organization

  In Reconcept, various types of roles exist, which can also differ per type of portfolio. In this article, we explain how you can see which roles exist within the organization and what they entail. Distinction between roles There is an important distinction between content-related user roles and administrator roles. Content-related roles concern the role users have in the educational process within the organization.Popular

• Users in the organization

  The Users in this organization overview in user management shows which users in your organization have a content-related role. This overview is the foundation for managing all active accounts within your department or training group. Overview and account status In the overview, you can see the name and role(s) of a user. Additionally, the date the account was created is displayed. To promote data security, you can also see here whether users have set up two-step verification for their accountFew readers

• Adding a new user to the organization

  In this article, we explain how to add a new user to your organization from User Management. By following these steps, you ensure that a colleague can get started immediately with the correct permissions. Steps to add a user Go to User Management Users in this organization and click the Add user button. First, choose the role you want to assign to this user. You can see the permissions for each role byPopular

• Changing a user's personal details

  To change a user's details, go to Users in this organization and click on the person in question. Then select Change details. You will see here whether there are details available for you to modify. Restrictions on changing details Changing personal details such as a user's name and email address is only possible to a limited extent for an administrator. Once a user has activated the account, they are solely responsible for managing their own information. From that point on, the user can onlyPopular

• Resending the activation email

  In the Users in this organization overview, you can see if there are users who have not yet started using their account. If you want to remind them, you can easily send a new activation email. You do this by clicking on the person and then clicking Resend activation email. The user will receive an email with a link that allows them to activate their account.Few readers

• Changing a user's role

  If the position or role of a team member in your organization changes, you can modify their role in Reconcept. This ensures that the user always maintains the permissions that match their current activities. Adjusting the role To change the role of an existing user, go to User Management Users in this organization and click on the relevant user. Then choose Change role. You will see the current role(s) of this user and the associated permissions. Select a new role from the dropdown menu andPopular

• Completing or temporarily deactivating a portfolio

  When a training program or onboarding process is completed or temporarily interrupted, it is wise to deactivate a portfolio. This prevents unnecessary costs. How to deactivate a portfolio To deactivate a portfolio, go to User Management Users in this organization or to the Active Portfolios overview and click on the relevant user. You will see the active portfolios for this user. Select the option Temporarily deactivate. You can choose whether a portfolio is temporarily deactivated or has bPopular

• Giving a user a new portfolio

  Users in Reconcept can be given a portfolio. A portfolio is a defined file for (part of) the training or professional development of an employee. A user can have multiple portfolios consecutively, for example for preliminary training and subsequent specialty training, but generally has only one active portfolio at a time. Assigning a portfolio to a new user When you add a new user to the organization, we will immediately ask iFew readers

• Removing a user from the organization

  If a user is no longer employed in your organization or department, you can remove them from the organization. This ensures the person is no longer visible in your user list and no longer holds permissions based on the organization. Removing a user To remove a user from your organization, go to User Management Users in this organization and click on the relevant user. Then click Remove from organization. If the user still has an active portfolio, you will be asked whether you want to tempoPopular

• Transferring a portfolio to another organization

  As an administrator, you can transfer a user's portfolio to another organization or from another organization to yours. This ensures that costs are billed to the correct location. Taking over management of a portfolio When you add an existing learner to the organization and this person already has a portfolio, you can take over management of the portfolio at that time. Billing will then be assigned to your organization. For anPopular

• Active portfolios overview

  The Active portfolios overview provides clarity on the portfolios that are counted for billing for your department. From this overview, you maintain control over costs and the active users within the organization. How does billing work? The costs for Reconcept are determined based on the number of active portfolios per month. We use a fixed reference point for this: the last day of each month. On that day, we determine the number of portfolios to be billed. Even if we bill quarterly, we lookFew readers

• Managing administrators

  Administrator roles in Reconcept are separate from the content-related roles that users have in the platform. Users can have both types of roles, but these are granted independently of each other. Assigning and modifying administrator roles To manage administrator roles, you must have an administrator role for the relevant organization yourself. In User Management, under the Administrators heading, you will find an overview of all persons who currently have administrative rights. From this ovPopular