Managing Users

The User Management page allows administrators to search for users, invite trainees, add new users, and upload users in bulk.

Search for Users

The User Management grid is controlled by the filters at the top of the page.

Use the search box to quickly locate users by:

Name
Email address

By default, the grid displays both Active and Archived trainees.

Use Advanced Filters

To search for a specific:

User
Group
Course

Click Advanced Filters next to the search box.

Advanced Filters provide additional search options to help you quickly locate the information you need.

Add Users

Click Invite to choose one of the following options:

Invite an existing user to a course.
Add a new user manually.
Upload users using an Excel file.

Required User Information

Each user account must include:

First name
Last name
Email address

Note: Every email address must be unique. Two user accounts cannot share the same email address.

Upload Users with Excel

Excel uploads are an efficient way to add large numbers of users.

Your spreadsheet must include a column for each of the following:

First Name
Last Name
Email Address

If your account uses custom fields, include those columns in the spreadsheet as well.

For best results, create your Groups and Custom Fields before importing users.

If you're assigning users to groups, consider using a separate spreadsheet for each group so users can be added to the appropriate group during the import.

Tip

Excel uploads can also update existing users.

As long as the email address matches an existing account, you can update information such as:

First name
Last name
Custom field values

You can also use Excel uploads to add existing users to additional groups.