user management, add learners, add admins, bulk learner upload, Learner Mobile user setup, employee onboarding software, LMS user management, training platform administration, learner profile management, workforce training tools
Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

Adding Users

Use the Users section to add learners and admins to your platform individually or in bulk.

Steps

  1. Log in to your Admin account
  2. From the main navigation menu, select Users

From here, you will see two sections:

  • Admins
  • Learners

Add a Learner

  1. Select the Learners tab
  2. In the top left corner, click Add/Update

You will see the following options:

  • Single Learner
  • Bulk Add/Update
  • Bulk Delete

Add a Single Learner

  1. Select Single Learner

A learner creation module will appear.

Complete the following fields:

  • User Name
    • Create a unique identifier for the learner
  • First Name
  • Last Name
  • Email
  • Manager Email
  • Location ID
  • Department
  • Job Title

Assigned Profiles

  • Select the profile(s) you would like the learner assigned to

Password Settings

  • Toggle Use Default Account Password on or off
  • Create a password if needed
  • Toggle Force Password Update on First Login if you want the learner to reset their password after logging in

Additional Settings

  • Toggle Send Welcome Email if you would like the learner to receive an onboarding email
  • Select the learner’s preferred language
  1. Once all information is complete, click Save

Bulk Add or Update Learners

  1. Select Bulk Add/Update
  2. Upload a CSV file containing learner information

You will also have the option to:

  • Download a CSV template for adding or updating learners
  • Download a CSV containing all current learners in your account
  1. After uploading your file, click Submit

Bulk Delete Learners

  1. Select Bulk Delete
  2. Upload a CSV file containing the learners you want to remove

The platform will match the users in the file and delete them in bulk.

Add an Admin

  1. From the main navigation menu, select Admins
  2. Click Create Admin

An admin creation module will appear.

Complete the following information:

  • Username
  • Email
  • First Name
  • Last Name
  • Preferred Language
  • Password

Assigned Profiles

  • Select the profile(s) the admin should manage

Edit Permissions

Choose the permissions the admin should have access to, including:

  • Access Analytics
  • Author Content
  • Edit Admin
  • Edit Learners
  • Manage Achievements
  • Publish Content
  • Send Notifications

Select Role

Choose the admin role:

  • Architect
  • Admin
  • Manager
  1. Once everything is complete, click Save

Tip
 Use bulk upload options when onboarding large teams to save time and keep learner information consistent.