In this article, we'll explain how Users are added and managed in Perform. Users in Perform are controlled by membership of a Group called 'PerformUsers' in the linked Learn LMS site. Only Users in this Group will be visible in Perform.
This Group is created when Perform is first set up. Every User added to this Group will be automatically added to Perform. Every User removed from this Group will be automatically removed from Perform.
A few things to know about adding Users to Perform:
- Perform is updated overnight with changes to Users and line manager hierarchy
- Line manager hierarchy is determined by primary group hierarchy
- Membership of the PerformUsers Group is often automated using Group rules
Is it possible to have multiple User Groups in Perform?
Only members of the PerformUsers Group will be added to Perform. However, it is also possible to specify Groups in Learn to which Reviews and Objectives can be bulk assigned in Perform. View the below articles for more detail:
How to automate membership of the PerformUsers Group
Often, a very simple Group rule is created to add all enabled Users to the PerformUsers Group. With this rule in place, a User will be added to Perform if they are enabled in Learn LMS, and removed from Perform if they are unenabled in Learn LMS:
For more information on creating a Group rule that matches your requirements, take a look at the below articles:
- Good practice and tips for working with Group rules
- Create a rule to automatically add Users to a Group
- Using "OR" conditions in a Group rule
Get deeper learning in The Academy
If you’re new to Perform, view Perform walkthrough and see how Perform looks to Users, Managers, and Administrators.
For the complete picture - including best practice advice, and hints and tips from the Kallidus team - view the Get started: Perform Course.
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