{"id":8124,"date":"2025-01-13T11:22:04","date_gmt":"2025-01-13T10:22:04","guid":{"rendered":"https:\/\/www.clover-vtl.com\/?post_type=manual_documentation&#038;p=8124"},"modified":"2025-02-08T13:26:33","modified_gmt":"2025-02-08T12:26:33","slug":"user-management-2","status":"publish","type":"manual_documentation","link":"https:\/\/clover-vtl.com\/doc\/documentation\/clover-vtl-administrators-guide\/user-management-2\/","title":{"rendered":"User Management"},"content":{"rendered":"<div id=\"toctoc\"><\/div>\n<p><\/p>\n\n\n\n<p>Clover provides an intuitive interface for managing users with ease. IT administrators can create new users manually, synchronize them directly from the Microsoft Entra ID directory, or automatically retrieve them from the LMS when users log in via the LMS. This flexibility ensures seamless and efficient user management across all platforms.<\/p>\n\n\n\n<p>This guide will help you understand how to manage users effectively within the Clover system. User Management involves adding users, assigning roles, managing permissions, and ensuring that your Clover instance is secure and organized.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-1-overview-of-user-roles\">1. Overview of User Roles<\/h2>\n\n\n\n<p>Clover provides a role-based access control system to ensure that users have the appropriate permissions for their responsibilities. Below is an overview of the key roles available in Clover:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Administrator<\/strong>: Full access to all features and settings in Clover, including user management, system configuration, and reporting.<\/li>\n\n\n\n<li><strong>Instructor<\/strong>: Access to create, manage, and deliver courses. Instructors can view reports related to their students.<\/li>\n\n\n\n<li><strong>Learner<\/strong>: Access to participate in courses, complete assignments, and view their progress.<\/li>\n<\/ul>\n\n\n\n<p>Each role is designed to provide users with the tools and permissions they need without compromising security.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-2-listing-users\">2. Listing Users<\/h2>\n\n\n\n<p>To view the existing users in Clover-VTL, follow these steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Navigate to the \u201cUsers\u201d section<\/strong>\n<ul class=\"wp-block-list\">\n<li>In the left-hand menu, click on <strong>\u201cUsers\u201d<\/strong>.<\/li>\n\n\n\n<li>Clover-VTL will display a list of all users currently registered on the platform.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>User Categorization<\/strong><br>Users in Clover-VTL are grouped based on their authentication provider:\n<ul class=\"wp-block-list\">\n<li><strong>MICROSOFT<\/strong>: Users imported from <a href=\"https:\/\/www.microsoft.com\/en-us\/security\/business\/identity-access\/microsoft-entra-id\">Microsoft Entra ID<\/a> (formerly known as Azure Active Directory) or those who log in using <strong>Microsoft Single Sign-On (SSO)<\/strong>.<\/li>\n\n\n\n<li><strong>LMS<\/strong>: Users automatically retrieved from the <strong>Learning Management System (LMS)<\/strong> integrated with Clover-VTL.<\/li>\n\n\n\n<li><strong>LOCAL<\/strong>: Users created <strong>manually<\/strong> by the administrator, independent of external authentication systems.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<p>This categorization helps administrators quickly identify user sources and manage access accordingly.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1920\" height=\"927\" src=\"https:\/\/clover-vtl.com\/doc\/wp-content\/uploads\/sites\/2\/2025\/01\/Screenshot-2025-01-15-at-11-12-28-Users.png\" alt=\"List users in Clover\" class=\"wp-image-8183\" style=\"object-fit:cover\" srcset=\"https:\/\/clover-vtl.com\/doc\/wp-content\/uploads\/sites\/2\/2025\/01\/Screenshot-2025-01-15-at-11-12-28-Users.png 1920w, https:\/\/clover-vtl.com\/doc\/wp-content\/uploads\/sites\/2\/2025\/01\/Screenshot-2025-01-15-at-11-12-28-Users-300x145.png 300w, https:\/\/clover-vtl.com\/doc\/wp-content\/uploads\/sites\/2\/2025\/01\/Screenshot-2025-01-15-at-11-12-28-Users-1024x494.png 1024w, https:\/\/clover-vtl.com\/doc\/wp-content\/uploads\/sites\/2\/2025\/01\/Screenshot-2025-01-15-at-11-12-28-Users-768x371.png 768w, https:\/\/clover-vtl.com\/doc\/wp-content\/uploads\/sites\/2\/2025\/01\/Screenshot-2025-01-15-at-11-12-28-Users-1536x742.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-3-creating-or-importing-new-user-accounts\">3. Creating or Importing New User Accounts<\/h2>\n\n\n\n<p>Clover-VTL allows administrators to either <strong>import users<\/strong> from external systems or <strong>manually create new user accounts<\/strong>. Below are the available options for adding users to the platform.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-1-importing-users\">3.1 Importing Users<\/h3>\n\n\n\n<p>If your organization is integrated with an LMS such as <strong>Moodle, Canvas, or Blackboard<\/strong>, users can be <strong>automatically synchronized<\/strong>. The system retrieves user details directly from the LMS without requiring manual intervention.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-a-importing-from-a-learning-management-system-lms\">a. Importing from a Learning Management System (LMS)<\/h4>\n\n\n\n<p>If <a href=\"https:\/\/clover-vtl.com\/doc\/documentation\/clover-vtl-administrators-guide\/integrating-with-your-existing-lms\/\">Clover is integrated with an LMS<\/a> such as <strong>Moodle, Canvas, or Blackboard<\/strong>, users can be <strong>automatically synchronized<\/strong>. Clover retrieves user details directly from the LMS without requiring manual intervention.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/clover-vtl.com\/doc\/wp-content\/uploads\/sites\/2\/2025\/01\/Manage-Users-LMS.png\" alt=\"Import users from LMS to Clover user management\" class=\"wp-image-8475\" style=\"object-fit:cover\"\/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-b-importing-from-microsoft-entra-id-formerly-known-as-azure-active-directory\">b. Importing from  <a href=\"https:\/\/www.microsoft.com\/en-us\/security\/business\/identity-access\/microsoft-entra-id\">Microsoft Entra ID<\/a> (formerly known as Azure Active Directory) <\/h4>\n\n\n\n<p>To import users from <strong>Azure AD<\/strong>, follow these steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click the <strong>&#8220;Import AD Users&#8221;<\/strong> button.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1920\" height=\"927\" src=\"https:\/\/clover-vtl.com\/doc\/wp-content\/uploads\/sites\/2\/2025\/01\/Users-AD-1.png\" alt=\"\" class=\"wp-image-8500\" srcset=\"https:\/\/clover-vtl.com\/doc\/wp-content\/uploads\/sites\/2\/2025\/01\/Users-AD-1.png 1920w, https:\/\/clover-vtl.com\/doc\/wp-content\/uploads\/sites\/2\/2025\/01\/Users-AD-1-300x145.png 300w, https:\/\/clover-vtl.com\/doc\/wp-content\/uploads\/sites\/2\/2025\/01\/Users-AD-1-1024x494.png 1024w, https:\/\/clover-vtl.com\/doc\/wp-content\/uploads\/sites\/2\/2025\/01\/Users-AD-1-768x371.png 768w, https:\/\/clover-vtl.com\/doc\/wp-content\/uploads\/sites\/2\/2025\/01\/Users-AD-1-1536x742.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/figure>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li>You will be redirected to a page displaying the list of users in <strong>Azure AD<\/strong>.<\/li>\n\n\n\n<li>Select the users you want to import.<\/li>\n\n\n\n<li>Assign each user an appropriate <strong>role<\/strong>.<\/li>\n\n\n\n<li>Click <strong>&#8220;Import Selected Users&#8221;<\/strong> to complete the process.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/clover-vtl.com\/doc\/wp-content\/uploads\/sites\/2\/2025\/01\/Import-From-AD-Users.png\" alt=\"Import users from AD to clover\" class=\"wp-image-8477\"\/><\/figure>\n\n\n\n<ol start=\"6\" class=\"wp-block-list\">\n<li>The new users will now appear in the list.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1920\" height=\"927\" src=\"https:\/\/clover-vtl.com\/doc\/wp-content\/uploads\/sites\/2\/2025\/01\/Users-imported-from-AD.webp\" alt=\"Users imported from AD\" class=\"wp-image-8482\" srcset=\"https:\/\/clover-vtl.com\/doc\/wp-content\/uploads\/sites\/2\/2025\/01\/Users-imported-from-AD.webp 1920w, https:\/\/clover-vtl.com\/doc\/wp-content\/uploads\/sites\/2\/2025\/01\/Users-imported-from-AD-300x145.png 300w, https:\/\/clover-vtl.com\/doc\/wp-content\/uploads\/sites\/2\/2025\/01\/Users-imported-from-AD-1024x494.png 1024w, https:\/\/clover-vtl.com\/doc\/wp-content\/uploads\/sites\/2\/2025\/01\/Users-imported-from-AD-768x371.png 768w, https:\/\/clover-vtl.com\/doc\/wp-content\/uploads\/sites\/2\/2025\/01\/Users-imported-from-AD-1536x742.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/figure>\n\n\n\n<p>Once imported, these users will be able to log in using <strong>Microsoft Single Sign-On (SSO)<\/strong>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-2-creating-a-new-user-account-manual-entry\">3.2 Creating a New User Account (Manual Entry)<\/h3>\n\n\n\n<p>If a user is <strong>not available<\/strong> in an LMS or Azure AD, administrators can <strong>manually create<\/strong> an account in Clover-VTL.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-steps-to-create-a-new-user\">Steps to create a new user<strong>:<\/strong><\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click the <strong>&#8220;Create&#8221;<\/strong> button.<\/li>\n\n\n\n<li>Fill in the required details:\n<ul class=\"wp-block-list\">\n<li><strong>Name<\/strong>: The full name of the user.<\/li>\n\n\n\n<li><strong>Email<\/strong>: The user&#8217;s email address.<\/li>\n\n\n\n<li><strong>Password<\/strong>: A secure password for the user.<\/li>\n\n\n\n<li><strong>Address (Optional)<\/strong>: The user&#8217;s physical address.<\/li>\n\n\n\n<li><strong>Image URL (Optional)<\/strong>: A link to the user&#8217;s profile image.<\/li>\n\n\n\n<li><strong>Phone (Optional)<\/strong>: The user&#8217;s phone number.<\/li>\n\n\n\n<li><strong>Roles<\/strong>: Assign the appropriate <strong>role<\/strong> to define the user&#8217;s access level.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Once all fields are completed, click the <strong>&#8220;Save User&#8221;<\/strong> button.<\/li>\n<\/ol>\n\n\n\n<p>The user will then be added to the system and can log in with the credentials provided.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"927\" src=\"https:\/\/clover-vtl.com\/doc\/wp-content\/uploads\/sites\/2\/2025\/01\/Create-New-User.png\" alt=\"Creation of new users in Clover\" class=\"wp-image-8486\" srcset=\"https:\/\/clover-vtl.com\/doc\/wp-content\/uploads\/sites\/2\/2025\/01\/Create-New-User.png 1920w, https:\/\/clover-vtl.com\/doc\/wp-content\/uploads\/sites\/2\/2025\/01\/Create-New-User-300x145.png 300w, https:\/\/clover-vtl.com\/doc\/wp-content\/uploads\/sites\/2\/2025\/01\/Create-New-User-1024x494.png 1024w, https:\/\/clover-vtl.com\/doc\/wp-content\/uploads\/sites\/2\/2025\/01\/Create-New-User-768x371.png 768w, https:\/\/clover-vtl.com\/doc\/wp-content\/uploads\/sites\/2\/2025\/01\/Create-New-User-1536x742.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/figure>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li>The new user will now appear in the list.<\/li>\n<\/ol>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li>To approve a user, send a verification email by clicking the mail icon in the Action column.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"927\" src=\"https:\/\/clover-vtl.com\/doc\/wp-content\/uploads\/sites\/2\/2025\/01\/Users-added-manually2.png\" alt=\"Users added manually in Clover\" class=\"wp-image-8491\" srcset=\"https:\/\/clover-vtl.com\/doc\/wp-content\/uploads\/sites\/2\/2025\/01\/Users-added-manually2.png 1920w, https:\/\/clover-vtl.com\/doc\/wp-content\/uploads\/sites\/2\/2025\/01\/Users-added-manually2-300x145.png 300w, https:\/\/clover-vtl.com\/doc\/wp-content\/uploads\/sites\/2\/2025\/01\/Users-added-manually2-1024x494.png 1024w, https:\/\/clover-vtl.com\/doc\/wp-content\/uploads\/sites\/2\/2025\/01\/Users-added-manually2-768x371.png 768w, https:\/\/clover-vtl.com\/doc\/wp-content\/uploads\/sites\/2\/2025\/01\/Users-added-manually2-1536x742.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/figure>\n\n\n\n<ol start=\"6\" class=\"wp-block-list\">\n<li>After the user verifies their account through the email link, their account will be automatically approved.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"927\" src=\"https:\/\/clover-vtl.com\/doc\/wp-content\/uploads\/sites\/2\/2025\/01\/Users-validated.png\" alt=\"Users validated in Clover\" class=\"wp-image-8493\" srcset=\"https:\/\/clover-vtl.com\/doc\/wp-content\/uploads\/sites\/2\/2025\/01\/Users-validated.png 1920w, https:\/\/clover-vtl.com\/doc\/wp-content\/uploads\/sites\/2\/2025\/01\/Users-validated-300x145.png 300w, https:\/\/clover-vtl.com\/doc\/wp-content\/uploads\/sites\/2\/2025\/01\/Users-validated-1024x494.png 1024w, https:\/\/clover-vtl.com\/doc\/wp-content\/uploads\/sites\/2\/2025\/01\/Users-validated-768x371.png 768w, https:\/\/clover-vtl.com\/doc\/wp-content\/uploads\/sites\/2\/2025\/01\/Users-validated-1536x742.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/figure>\n","protected":false},"author":1,"featured_media":0,"parent":2013,"menu_order":2,"template":"","manualdocumentationcategory":[32],"manual_doc_tag":[],"class_list":["post-8124","manual_documentation","type-manual_documentation","status-publish","hentry","manualdocumentationcategory-clover-documentation"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.8 (Yoast SEO v24.8.1) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>User Management - Clover Documentation<\/title>\n<meta name=\"description\" content=\"This tutorial presents the user management in Clover\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/clover-vtl.com\/doc\/documentation\/clover-vtl-administrators-guide\/user-management-2\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta 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