Click Edit in the top right to to go into Edit mode. The header bar should be green.
Create a new user in a group
Enter the group you would like the user to be in.
Create the user
- Stay on the Learners tab for creating a learner in the group.
- On the right hand side under Add learner, click New.
- Fill out Email, Forename and Surname and click Save.
- The user has now been created in the group.
Add courses
⚠️ Creating users in a group does not add courses to the user automatically. You have to do this manually.
You can check which courses are assigned to the user under Courses when you have the user selected. You can add or remove courses by clicking on the Edit icon next to Courses. You can select multiple courses at once by Ctrl+click of Shift+clik. To add the whole training library in one go, go to Add product.
Invite the user
When you are happy the user is in the right group and has the courses you want, you can now 'Invite' the user. Click Invite and then Send.
This will send an email to the user notifying them that their account has been set up. It offers them a link to click, taking them to a page where they can check their details, set a password and enter their account.