How to Use the "People" Tab
Below are our how-to guides on managing learners using the “People” tab on the Admin navigation menu.
- Inviting Individual Learners
- Uploading Learners
- Inviting Managers
- Managing Invitations
- Accessing Activation Links
- Unlicensing Learners
Inviting Individual Learners
How do I invite learners?
Select the ‘People’ tab on the left navigation list to add new learners to your account. Next, click the orange “Add Learners” button in the top right corner.
You can enter email addresses individually or paste in a list of email addresses separated by commas.
To enroll learners in a specific Group, use the drop-down arrows to select it. Then, click “Add Learners”. This will trigger an email inviting them to complete their account setup.
Uploading Learners
How do I upload a list of learners?
To invite learners using a spreadsheet, select ‘Upload Learners,’ download and complete our CSV template and click ‘Upload.’ This will trigger an email to all learners on the sheet, inviting them to complete their account setup.
Inviting Managers
How do I add a manager to my account?
To add a Manager to your account, click the Manager tab. Click ‘Add Manager’, then enter their email address. Managers can also be assigned to specific groups using the dropdown picklist.
Clicking ‘Submit’ will trigger an email inviting them to log in to their Manager dashboard.
Managing Invitations
Learner Invitation Status
Where do I see the status of my invitations?
The ‘Pending and Unlicensed’ tab will show all learners who have not completed their account setup and have been unlicensed from the platform.
Use the ‘Status’ filter to see users who are pending and unlicensed.
Resending an Invitation
How do I resend an invitation?
From the Pending and Unlicensed tab, you can see when a learner’s initial invitation was sent, resend it, or cancel it to invite another individual.
To resend all pending invites at the same time, click ‘Resend all pending invites.’
Accessing Activation Links
How do I access activation links?
You can also send an activation link directly to a learner outside the CFI dashboard. To access each learner’s unique activation link, click on their profile and “Copy Activation Link” at the top of the page. This can be helpful if invitations are being filtered into spam.
Unlicensing/Deactivating Learners
How do I unlicense or deactivate a learner?
Select the All Learners tab to remove a learner’s access to CFI. You can search for the learner by name or email address or search the list to locate them. Once found, click the red Unlicense link. This will free up a license, making it available for reassignment.
*Please note that this does not erase their user progress. It simply will remove their access to continue training.
