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

Here, you will see four default fields under Details. The first two fields, First name and Last name, are mandatory to fill in, while it is optional to fill in Email address and Job Title.

In the next section, Account & password, it is mandatory to add an Account ID, while it is optional to add a Temporary password.

The Account ID is the unique identifier for the User Profile. It can be used by the User as an alternative to an Email address when logging in to the platform.

If you generate a Temporary password, the User can use this on their first login, or if they forgot their password, as this will promp them to reset their password upon logging in.

In the next section, Roles & access, you will find a dropdown with the following default Role options:

It is also possible to create Custom Roles that would be available in this dropdown.

A Full Admin must first create a Role with specific permissions different from the default options before it becomes applicable to select to provide the User more access to other areas of the platform.

You can read more about the Custom Roles here: Custom User Roles

In the next section, Relationships, you can add the Direct Manager for the User. The Direct Manager will have access to their reporting data, as well as be able to assign them content, request feedback, and more.

You can read about the Manager role here: Manager Role

The second to last section, Timezone, allows you to note what Timezone the User is located in. We highly recommend filling in the Timezone when creating new Users as this will impact the User experience when assigning them to Events in the platform.

Finally, the last section, Custom Fields, allows you to fill in data unique to your platform. Custom Fields must first be configured under Admin > Settings > Custom user fields and then they will appear on all User Profiles. When creating new Users, you can fill in these fields or leave them blank.

Once you finish filling in all the information, click the button Add User in the top-right corner, which will prompt you to decide to Activate the User or skip to do it later.

For your People to be able to log in, they need to be Activated. If you choose not to Activate a new User, they will not receive an Activation email. If you do choose to Activate, but not trigger the Activation email, they will still be Activated, but will not be informed about the platform automatically.

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 email 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.

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