Add Users

Steps for Adding Users

There are two ways you can add users.  

Option 1: Add Single or a Few Users

1. On the Dashboard, select the Manage Organisation tab.
   
   
2. On the Manage Organisation screen, click on the Add Users button.
   
   
3. On this Add Users page, enter the first and last names for each individual you want to add, including an email address as well, however if you do not provide an email, the system will populate the email field with your admin email. Any future emails to the user will be sent to the email address added here.
   
   
4. Then click on the Add Users button and your users will be added to the Manage Organisation page. You will receive a confirmation email with the login details for each new user account. Now every user you have added has their own individual training account to take their online training.
   
   

Option 2: Add a List of Users from a Spreadsheet

1. On the Dashboard, select the Manage Organisation tab.
   
   
2. On the Manage Organisation screen, click on the Bulk Add button.
   
   
3. Paste a list of users, one per line with their first and last names and email addresses into the box. You can set the same default temporary password for all users or let the system generate a unique password for each user. 
   
   
4. Click on the Add Users button and your users will be added to the Manage Organisation page. You will receive a confirmation email with the login details for each new user added. For ease, you can forward these details to your users to inform them to take the online training or you can configure and send out course invites and reminders via the Manage Training page. You can visit the Manage Training tab article for more information.
   
   

1. First and Last Name, Email Address and System Generated Username - You can click into any of the boxes to amend any of the details but remember to click the Save button after you have made any changes. You may see a ! by an email address, indicating an error and that the email has bounced. Please check the email address.

1. Password - The system will assign a temporary password for each user. The password will be sent to users when they are first invited to take a course and they will be asked to change it immediately. The password field in the column will always be blank for security reasons. You can reset a password here for a user by inserting a new temporary password into the password box. Then click the Save button and then relay the new password to the user.
   
   
2. Last Login - Here you can see the date and time of a user's last login. If a user has never logged in this will be left blank.
   
   
3. Allow Access - We recommend allowing access for all users by ensuring the checkbox in this column is ticked for everyone. With this option enabled, all users will be able to view their training accounts, start courses and access their certificates.
   
   This setting is different from the setting on the Manage Training tab, where you can decide whether to let users use course credits for an online course. This is done by toggling the dropdown box labelled Allow Anyone to Use Credits to either Yes or No, and then enabling or disabling access to the selected course for each user in the Disable/Enable Access column in the user table. 
   
   
4. Admin - If you want other users to have admin rights, ensure the checkbox in the Admin column next to their name is ticked. We recommend having at least one other admin user in your organisation. 

5. Delete - In this column you can delete users. Click on the bin icon to delete a user. Never overwrite a new user's name over an old one. We recommend that you keep your training up to date so you can keep a close eye on the number of credits that you have spare, a count that appears on the Manage Training page.

6. Email - In this column, you can send a user their login details and temporary password by clicking on the envelope icon by the user's name. Although you can also send a user's login details as well as course details via the Manage Training page.