Adding users manually

To add a user manually:

  1. In the web interface of the application, select the Users section.
  2. Click the Add user button.

    The Add user window opens.

  3. In the Full name field, enter the user's first and last name.
  4. In the Short name field, enter the user name.
  5. In the Email field, enter the email where the user will be sent an invite containing a personalized link to the training portal.
  6. In the Group drop-down list, select the training group based on the training program selected for the user.

    If you haven't yet decided on a training group for the user, you can keep the No group option and later move the user to the group or use automated group distribution rules.

  7. Complete any additional fields if you have them.

    Additional fields will be displayed if you previously added custom fields for this company.

  8. Click the Add button.

The user is added and will displayed in the list.

For the user to receive an invite to the training portal, you must launch training in the group. If training in the group has already been launched, then the invite will be sent automatically. In this event, no additional actions are required.

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