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:
Create People
Import People
Invite People
Edit People
Deactivate People
Delete People
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 | 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.
