To create a user, navigate to Admin > Organization > People > New.

On this page, you will see a lot of different areas to add information. It is important to keep in mind that a lot of this is optional, you must assign the user a first and last name, email or account ID, and a user role. As you scroll down, you will see 2 more fields, Job Title, and Business Title.

Job Title is an open text field, so you can provide any text for that user. Business Title, on the other hand, is linked to the Skills on your platform. It will display a dropdown of all the Business Titles on your platform. Business Titles come from Skills, which you can read about here: Skills Overview.

Moving down, we can see there is also an option for Account ID and Temporary Password.

Account ID is used when the user does not want to use or does not have, an email to log in with. You can also provide or generate a temporary password for the user to use on their first login, or if they forgot their password, as this will prompt them to reset their current password upon login. Further down you can see the User role options.

User Roles can be:

You can also have custom roles that you can assign to users to provide more access to other areas of the platform. You can read more about them here: Custom User Roles.

You can see an area to add a Direct Manager in the Relationships area. A direct manager will have access to some of their reporting data, as well as be able to assign them content, request feedback, and more! You can read about how the manager role works here: Manager Role.

Finally, you can see the last two sections. Timezone and Custom Fields. Timezone will set the timezone for that specific user. Custom Fields are going to be blank if you have not set them up. With Custom Fields, you can add specific fields for your users. This could be helpful if you need to add some more identifiers or labels for your employees.

When you are done filling in all the information, click on Add User, this will prompt you to activate the user.

For your people to log in, they need to be activated. If you choose not to activate the users, they will not get any emails regarding their activation. If you do choose to activate, and not send emails, they will still be activated, but will not be able to log in.

You will need to send emails and activate for the people to access the platform.

To import people, navigate to Admin > Organization > People and click on Import. This function allows you to import multiple people from an Excel or CSV file. Your Excel or csv file must have an e-mail address and full names for each person. To upload your file, use the Choose or drag file - Button.

Expert Tip

For best practice, download the best practice import template.

We recommend to keep the current structure.

In our example, we have added 3 people to the sheet. Each row corresponds to one user. For each user, 5 user details are specified
 in the columns. In your sheet, delete the example people in
 the example. You can add as many new rows (people) as you like.

To invite your colleagues, navigate to Admin > Organization > People.

There are two possible ways to invite your colleagues.

Invited people will receive an email with an activation link and can then log in with their email and the password they set.

To edit a user, navigate to Admin > Organization > People and click on the three dots right next to the user you want to edit. Choose the action you want to execute.

To deactivate your colleagues, navigate to Admin > Organization > People.

There are two possible ways to deactivate your colleagues.

To delete a colleague, navigate to Admin > Organization > People.

There are two possible ways to delete your colleague.

Note: Once you delete a user, the user's details can not be recovered. If you still want to look into the user's learning data but deny access to the platform, use the reactivation function instead of deleting the user.

Groups allow you to add people to a group based on similar user properties. Admins can manually add people to a group or add people to a set of rules. Based on whether the people match the decided rules, people will automatically added or removed to a group.

To add a new user group, navigate to Admin > Organization > Groups and click on New Group. Fill in a group name, and description, and add a photo.

In Members, you can see the group members and add more members by clicking on Add members.

The option Rules allows you to set specific rules for group members. Read the article Rule-based assignments to learn more about rules.

You can also find more information regarding Groups here: How to use Groups