Adding Users Manually

You can also add users by importing a file.

  1. Choose the appropriate client or your own organization.

  2. Click Users (tab).
    You see a list of existing users.

    Note: You can only add or edit a user account for a user whose role is equal to or lower than your own.

  3. Click Add a user.
    You see the Add User screen.

  4. Enter a Username (depending on configuration, this may be an email address) and Password. The user will need this information to login to the LMS .

    Note: The minimum length of the username and password is configurable.

  5. Check or clear the User must change this password at next login option. This option enhances security and is recommended.

  6. Enter information about the user, including Name and contact details

    Note: Even if contact details are not required, you may find them useful in reporting.

  7. Enter an Identifier for the user (for example, their employee number). This can be used to identify the user to external systems, if user information is exported via the Users List report.

  8. Enter any additional information configured for your LMS, such as date of birth.

  9. If your LMS has been configured to use locations, departments, and/or job titles, choose from the available lists (for example, choose a Job Title for the user).

  10. Choose the user's preferred Language. This affects the language used to present information to the user.

  11. Choose the user's Role. This affects the functions they can perform.

    Note: You can only assign roles that are equal to or lower than your own role.

  12. Click Add User.