Adding New Trainees

You can add users individually or via a bulk upload!

To add new users to your Learn account, go to the Users section and click on Add Users in the top right corner. From there, you can choose to add someone individually or upload a list using the From Excel option if you’d like to add multiple users at once.

Individual

You can add a new user by entering their First Name, Last Name, and Email address.

If they don’t have an email address, you can create a username and password for them instead.

Next, select a role that best matches the user’s needs. You can also include optional details, such as inviting them to courses or adding them to groups, but these aren’t required.

When you’re ready, click Add to complete the setup!

From Excel

You can also bulk upload users in Learn! You’ll just need to upload a spreadsheet with the following details: First Name, Last Name, and Email Address or Username. If you need help getting started, you can download a sample spreadsheet to use as a guide.

Once your Excel file has been uploaded, Learn will take the fields from your Excel file and automatically populate them for you. If you have custom fields in Learn that match the columns in your Excel file, those will be filled in automatically as well. If there are any extra fields, you can also drag and drop them. If you're all set, don't forget to click Continue.

Then, you'll need to review the list of trainees to make sure everything looks correct. Here, you can also invite them to courses or add them to groups. Once everything is set, click Add to complete the import.

I'm getting an error saying that the Trainee already exists! (Duplicate Email Found)

If you try to add a new user with an email address that’s already in Learn, you’ll see an error message. Each email address can only be used once, so you can’t have duplicate accounts with the same email.

Questions? Feel free to reach out at any time at learn@trakstar.com! 🙂