How to Add Individual Users

Step-by-Step Guide

1. Go to Administer>Users.
2. Click the +Create button
3. Complete the user’s details:

• Email address
• Name
• Role: see Roles for a full description of each role
• Manager: Type the manager’s email or name and select from the drop down list. Only staff who have been set up as a manger will appear. Multiple managers can be assigned to each staff member.
• Status: Users are either “Active” or “Inactive/Blocked”. Active users can access available content and see their training records. Inactive/Blocked users can log in with a local account and see their training history. They cannot access content or administration functions.

Be aware:  Users should not be created as inactive. 

Note: Staff cannot be added to groups during this process. See CompliLearn Adding/Removing Users to/from Groups.

Welcome Email

When a User is created in the portal they will automatically receive a Welcome Email from the system (if turned on). See CompliLearn Optional Automated Notifications for more information. 

If the 'Welcome Email' setting is turned on, it can be unselected for individuals on creation.

If the Welcome Email is turned off in notifications, selecting the checkbox for individuals on creation will not trigger it.

How to Edit Individual Users

1. Go to Administer>Users
2. Search for the user required
3. Hover over their name until a drop-down arrow appears on the right
4. Click the arrow
5. Choose Edit
6. Edit their details as required.

Note:

• Users who belong to multiple portals must update their own email addresses. Administrators are unable to change email addresses if an account has access to multiple portals.
• Email addresses can only be edited individually. They cannot be edited using the bulk upload process.

• If you are on Single Sign On, please ensure staff email addresses are updated prior to the staff member logging on to your network. If an email address does not exist in the system a duplicate account will be created. 

Instructions for Learners to Update their Account

These instructions are included in the CompliLearn Quick Start Guide and can be provided to your staff if you require them to update their account details.

Adding a new email address

Step-by-Step Guide

1. Login to the staff learning system
2. Click your avatar (or initials) in the top right corner
3. Click Account settings
4. Click +Add an email address
5. Type in the email address and click Add
6. Login to your email account
7. Click the confirmation link in the email received from the system

Updating the primary email address

The primary email address is the address that all notifications are sent to. This can be changed by the account holder as required. Administrators cannot change a user’s primary email account.

Step-by-Step Guide

1. Login to the staff learning system
2. Click your avatar (or initials) in the top right corner
3. Click Account settings
4. Click the three-dot button under Actions for the email address you wish to set as primary
5. Select Make Primary

How to Add Individual User

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How to Edit Individual User

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Links to Go1 Help

How to Add/Edit a Single User