Adding New Trainees

You can add users individually or via a bulk upload.

Navigate to the Users page, then click on Add Users from the top right corner.  From here, select Individual or From Excel (bulk option).

Individual

Enter the following required information: First Name, Last Name, and Email Address. 

If trainees do not have email addresses, usernames can be used once enabled. There are optional fields such as adding new users to a group and/or inviting them to a course. Once the required information is entered, click Add in the lower right corner.

From Excel

You'll be prompted to upload a spreadsheet with the following information: First Name, Last Name, and Email Address/Username. There is a sample spreadsheet that can be downloaded if needed.

Learn will take the fields from the Excel file and automatically populate the fields for you.  If there are additional fields, you can drag them to the corresponding Learn custom fields.  When everything is set, click Continue.

Confirm Trainee information is accurate. If trainees need to be added to a group or be invited to a module/course, that can also be accomplished here.  When everything looks good, click Add.

I'm Getting an Error that the Trainee Already Exists!

Only admins have full access to every user and course in Learn.  Admins also can restrict what other users can access within the system.

If you try to add a new user who already exists in your Learn account - but you do not have access to - you will receive an error message asking you to reach out to your internal Learn administrator.  

They can either adjust your permission levels, grant you access to another group, or take action for you.