In this article, we will cover the following topics:
Adding Individual Learners ^
To add new learners to your account, select the ‘ People’ tab on the left navigation list. Next, click the orange “Add Learners” button located in the top right corner.
From this page, you can enter email addresses individually, or copy and paste the email address of the users (comma separated). To enroll the Learner (or Learners) in a specific Group or Custom Learning Path, use the drop-down arrows to select it. Then, click “ Add Learners”. This will trigger an activation email allowing them to complete the setup of their account.
Bulk Adding Learners ^
To add Learners in bulk, select ‘ Upload Learners’, download our template file as a .csv, and click ‘Upload’ to invite multiple learners to the platform at once.
Adding a Manager ^
To add a Manager to your account, select People on the left navigation list, then click the Manager button. Click ‘ Add Manager’, then enter their email address. Managers can also be assigned to specific groups from this screen, using the drop-down arrow. Clicking ‘Submit,’ will trigger an activation email to access their Manager account.
Managing Invitations ^
Learner Invitation Status
To see who has not activated their account, select ‘ People’ on the left navigation list, then click ‘Pending invites’ Here you will see a list of users who have not completed the setup of their account.
Resending an Invitation
To resend an activation email, open the Pending invites tab and click ‘ Resend’ next to the Learner’s name. This will resend the activation email to their inbox.
To get a direct activation link, click on the Learner’s name under pending invitations, then click ‘ Copy Activation Link’. This link can then be provided to the learner directly to complete the setup of their account.
Canceling an Invitation
To cancel an invitation for a user who has not activated their account yet, go to ‘ Pending Invites’ and click ‘Cancel’ this will remove users access to the platform.
Deactivating Learners ^
To remove a Learner’s access to the platform, select “ People” from the left navigation list, then click “All Students”. Here you will see all Learners currently assigned to your account. Click the red ‘Unlicense’ link to remove them from the account and free up a license for reassignment.
*Please note that this does not erase their user progress, it simply will remove their access to the platform.