Create and edit a user

Step by step

Reminder: which role to choose?

Learner

Trains on the platform: follows the collections assigned to them, takes the quizzes and earns their e-certificates. Follows tutorials in order: each video unlocks once the previous one is finished.

Trainer

Supports a team's training. Assign them to a division or department: they then access that team's reports. If editing is enabled for your property, they also manage learning paths. Watches tutorials freely, in any order.

Manager

Tracks their team's progress: division director, head of department, team leader. Assign them to their division or department, otherwise they have no access to reports. Depending on your property's setting, they view or edit their team's existing items. Watches tutorials freely, in any order.

Full access

Not a role, but an option to tick for a manager or trainer. It gives administrator rights over the whole property: keep it for a few people, such as management or human resources. Only someone with full access can grant it. Never for a learner.

Create a user

1. 1
   Open the menu and select "Users".
2. 2
   Click "+" at the top right of the table.
3. 3
   Enter the user's first name and last name.
4. 4
   Choose their role.

   Learner, trainer or manager: see the role reminder at the start of this guide.
5. 5
   Add their phone number and e-mail address.

   If you do not have the number, enter "+00 0 00 00 00 00".

Edit, delete or export

1. 1
   To edit a user, click the pencil icon next to their name. To delete them, click the bin icon and confirm.
2. 2
   Click "Export" to download the list of your current users in Excel format.

   Not to be confused with "Download Example", which gives the blank template for bulk import (guide 05).