How to Add Individual Users
Step-by-Step Guide
- Go to Administer>Users.
- Click the +Create button
- 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 is turned on in notifications, 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
Step-by-Step Guide- Go to Administer>Users
- Search for the user required
- Hover over their name until a drop-down arrow appears on the right
- Click the arrow
- Choose Edit
- 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 where an account accesses multiple portals.
- Email addresses can only be edited individually. They cannot be edited using the bulk upload.
How to Add Individual User
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How to Edit Individual User
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