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How to Create and Manage People

Learn how to set up people and invite them to your platform 👥

Lisa Heim avatar
Written by Lisa Heim
Updated over a week ago

In order to assign courses and content to your colleagues, you need to give them access to your platform. In this article, you learn how to create, import, invite, edit, deactivate, delete, and group people.

Article Overview:

  1. Create People

  2. Import People

  3. Invite People

  4. Edit People

  5. Deactivate People

  6. Delete People

  7. Group People


1) How to Create People

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

Three fields are required when creating a user: first name, last name and email address (or account id). After entering the user details, you can set roles to specify the user rights.

User Rights can be:

  • Admin = platform admin with full access rights that can create and upload content, add and delete people

  • User = learners that have access only to courses that are assigned to them

  • Content Creator = user with special permission to create and assign content.

When you are done filling in all information, click on Add user. In section 3) in this article, you learn how to activate and invite your people.


2) How to Import People

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.

User 1

E-mail

First name

Last name

User role

Job title

User 2

...

...

...

...

...

User 3

...

...

...

...

...

In our example, we have added 3 people in 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.


3) How to Invite and activate People

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

There are two possible ways to invite your colleagues.

  • Navigate to the user you want to invite and click on the three dots next to their name. Click on "Invite"

  • Or: bulk-invite people by choosing the people you want to invite by clicking on the checkmark ▢. Choose Invite user on the top.

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


4) Edit People

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.


5) How to Deactivate People

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

There are two possible ways to deactivate your colleagues.

  • Navigate to the user you want to deactivate and click on the three dots next to their name. Click on Deactivate or

  • Choose the people you want to deactivate by clicking on the checkmark ▢. Choose Deactivate on the top.


6) How to Delete People

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

There are two possible ways to delete your colleague.

  • Navigate to the user you want to delete and click on the three dots next to their name. Click on Delete user or

  • Choose the people you want to delete by clicking on the checkmark ▢. Choose Delete user on the top.

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.


7) Group People

The feature User groups enables to add people to a group based on similar user properties. Admins can manually add people to a group or add people on a set of rules. Based on if 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, 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.

Expert Tip

Creating user group helps you to easily administer course assignments and quickly assign courses to user groups.

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