SumTotal Managers | How to Update a Learner’s Account

SumTotal Managers | How to Update a Learner’s Account

SumTotal Managers | SumTotal

How to Update a Learner’s Account 

Purpose: To outline the process for managers to update account details for their staff.

  1. Once you have accessed the SumTotal site, locate administration on the upper left corner of the screen.

  2. Click on administration and select Users from the drop down menu

  3. Next click on All Users

  1. Locate the “Search Users” bar located on the upper left side of the window.

    1. Here you can search for users by name, email address etc. 

NOTE: You will only be able to search for active users.

  1. Click on the user you would like to update

  2. Their information will display on a panel on the right side of the screen

  3. On the panel that slides out, click on the Emulate Employee button.

  1. Now you are in emulation mode

  1. Locate and click on the profile icon in the upper right corner of the screen

  2. Next click on the gear icon reading Profile Details

  1. Now click on the edit button displaying as a square with a pencil

  2. Scroll down to the heading EMPLOYMENT DETAILS and locate the detail labeled County Employee ID

  1. Edit/update

  2. Once done with this account click the red button at the bottom of the screen Save

  1. Exit emulation identified by the yellow banner at the top of the screen.

  1. Repeat steps for all users. 

If additional support is needed, please submit a ticket to the LMS Help Center. 

Guide to submitting a ticket inquiry: How to Submit a Ticket

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