Manage users on your Pro site
In this article: How to find and manage user accounts on your Pro site — searching for users, viewing their details, and understanding what you can do from the People section.
Applies to: Pro | Audience: Pro Site Admins
Why this matters
As your Pro site grows, you'll have students enrolling, instructors creating courses, and possibly other admins helping you run things. The People section in Manage Site is where you keep track of everyone.
From People, you can look up any user on your site, see their role and enrollment history, create new accounts, change roles, and mimic someone's account to troubleshoot an issue.
How to access the People section
- Click your profile photo (or initials) in the top-right corner.
- Select Manage Site.
- Click People.
You'll see a list of all user accounts on your Pro site.
Search for a user
The People section includes a search box at the top. Type a name or email address to find a specific user. This is the fastest way to locate someone when you need to check their account, change their role, or troubleshoot an issue.
View a user's details
Click on any user's name to open their details page. Here you'll find:
- Name and email — the user's account information
- Role — whether they're a Student, Guide, or Admin
- Enrollments — which courses they're enrolled in and their progress
- Payment history — payments they've made for courses on your site
This gives you a complete picture of a person's activity on your platform without needing to check each course individually.
What you can do from People
Create a new user
Click the Create New User button to add someone to your site manually. You'll set their name, email, password, and role. This is useful for onboarding new instructors or setting up student accounts before enrollment.
Full steps: Create a new user (student, guide, or admin)
Change a user's role
Open a user's details page and click the change link next to their current role. You can promote a Student to Guide (so they can create courses), upgrade a Guide to Admin (so they can manage the site), or adjust in any direction.
Full steps: Change a user's role
Mimic a user's account
From a user's details page, click the Mimic button to see your site exactly as that person sees it. You'll see their courses, their progress, and their view of the platform. This is the best way to troubleshoot when someone reports a problem.
Full steps: Mimic another user's account
Understanding the three user roles
Every account on your site has one of these roles:
| Role | What they can do |
|---|---|
| Student | Enroll in courses, view content, submit assignments, participate in discussions |
| Guide | Everything a Student can do, plus create their own courses and be added as a facilitator on other courses |
| Admin | Everything a Guide can do, plus access to Manage Site (People, Branding, Settings, Courses, and all site-wide features) |
Most people on your site will be Students. You'll have a handful of Guides (your instructors) and one or two Admins.
Common People management tasks
Here are the tasks you'll handle most often:
- New instructor joining? Create a Guide account for them, then copy any template courses to their account.
- Student can't find their course? Search for them in People, open their details, and check their enrollments. If they're not enrolled, you can enroll them from the course's Students section.
- Someone needs more access? Change their role from Student to Guide, or from Guide to Admin.
- Need to see what a user sees? Mimic their account to view the exact same screen they're looking at.