The learning environment can integrate with your organization’s internal user management systems, such as Active Directory (e.g., Microsoft Entra ID) or HRIS platforms (e.g., UKG). Alternatively, users can be added by uploading a CSV file, a procedure convered in the Managing Users in Bulk article.
There may be times when you need to add users manually—particularly those who are not part of your regular staff and therefore not included in the user management systems integrated with the learning environment.
Step-by-Step Guide
To add a user manually:
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Go to Site Administration > Users > Accounts > Add a new user
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Fill out the form for the new user
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Click on the "Create user" button at the bottom of the page
Important Notes
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If you are a Training Manager, you will see a "Show advanced settings" link at the bottom of the form. Clicking on this link will allow you to view more hidden fields that, while uncommon, you may want to fill out from time to time for certain users.
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That being said, if you find yourself filling out the same fields all the time, your Implementation Specialist can update the basic template so you don't have to click on the "Show advanced settings" each time you fill out a user's profile.
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The user will use the username to log in to the learning environment. It needs to be unique within a site and can be changed later on.
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A username can only contain alphabetical letters in lowercase, numbers, hyphen '-', underscore '_', period '.', or an at character '@'.
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An email address can be used as a username. In fact, your Implementation Specialist can configure the system such that the concept of username is hidden from the user and they are instead asked to register and/or login using their email address. If you would prefer to hide the concept of usernames from users, please ask your Implementation Specialist.