How to add a user

The Users page lists everyone in your centre. From here you add new learners and staff, open a user to edit their details, allocate courses, and reset passwords.

Add a new user

1. Open Users from the menu.

   

2. Click Add User. The Add New User window opens.

3. Fill in:

   • Company — pick the user's company from the list.
   • User Level — their role/permission level (for example a normal learner, or an assessor).
   • Initial Course — optionally assign their first course now. The message underneath tells you whether any course credits are needed.
   • Username — their email address; this is what they sign in with.
   • First Name and Last Name.
   • Send Email To — where the welcome / confirmation email goes (usually the same address).

   

4. Click Save. The user is created and their sign-in email is sent.

Edit a user or reset their password

1. On the Users page, find the person (type a name or email in the search box) and open their row.

2. On the User details page you can change their email address and User Level, then click Save.

3. Use Add Course to give them another course, and Add Exam to attach an exam.

4. To reset a forgotten password, click Reset password. A new password is generated and emailed to the user automatically — you never see or set it yourself.