Adding new users (one by one)

To enable a user to access training on your portal you will need to ensure they have an active account.

Depending on your permissions and you choice of data options you may want to add an individual user account. If you are unsure of your options speak to your Customer Success Manager. To do this:

Click “Management Console”

Click “User management” on right hand side menu

Click “Add a new user” option in the user management menu

If you have access to more than one user domain you will be asked to select the domain you want to add the user to.

Attributes that are required information will sit on the left hand side of the add user form. Things like first name, last name, email, username but other attributes can also be required, it will depend on your companies set up.  If you do not fill our all the required fields you will be unable to add the user.

Attributes that are optional will sit on the right hand side of the add user form. These are normally things like Role, Department, Location or Line Manager. You do not need to add a value to these fields to add the user account however these are normally fields chosen by your organisation and are useful for reporting purposes so you should endeavour to fill out what you can. 

Once you have filed out the add user form-choose Add this user to a new selection from the drop down and the click “Add user”. You will notice that in the right hand side of your screen you have a menu with a red border that says you have 1 users selected.

If you want to add another person and you want to assign the same training follow the same process but this time choose Add this user to the current selection from the dropdown then click “Add user”. You will notice that you now have 2 users selected 

To learn how to assign training to one user or multiple users check out this article Assigning training

You can also Bulk upload user accounts Adding Multiple users (Part 1)- Introduction and tips and Adding Multiple users (Part 2) - Step-by-step guide