Adding a User

Be sure to review our overview of users: Introduction to Users

New users can be individually added by an Admin on the Admin Dashboard. This simple method will allow the Admin to create a new user with either an Admin, Group Admin, or Student role. 

For bulk enrolling a large number of Students into a course at once, the Bulk Upload option is perhaps the best route as it allows the creation and enrollment of large numbers of student using an Excel file.

If the Account Creation email trigger has been enabled, once the user account has been created, the person in question will be notified via an automated email. This Account Creation email is send out any time a user is created, whether via the Single Add, Bulk Upload method, or when self-registering.

In this article

Add an Individual User

1

An Admin can add a new individual user by navigating to the Users > All Users section of the Admin Dashboard. 

2

On the All Users page, select the Add User button in the top right.

3

Fill in the field for First Name, Last Name, and Email. 

4

In the Password field, choose a password for your new user. 

We recommend a password that is between 6 and 22 characters long with at least one lowercase, uppercase, number, and symbol.

The password you choose will be shared with the new user in the Account Creation email. It is always recommended that they change their password immediately after logging in for the first time.

5

In the Select Role field, you will need to choose what type of user you will be creating. You can create an Admin, a Group Admin, or a Student. When looking to create Group Admins, we always recommend to create a Group Admin while creating a Group. This ensures that no Group Admin exists without being tied to a Group (which is needed to generate their Dashboard).   

For more information on user roles and permissions, please review our guide: User Roles and Permissions

6

Select Save User to complete the user creation.

New Account Automated Email

1

By default, the new user will be notified via automated email that an account was created for them. The New Account automated email will be sent immediately following the user creation.

2

The New Account email template can be found through the dashboard at Settings > Email > Accounts > New Account. 

You can also choose to enable or disable this email, to control whether it is sent automatically or not.

For more information on automated emails, please review our guide: Automated Email Settings

3

The New Account automated email will be delivered to the new user in its completed form, using the content provided in the template as well as the General Email settings such as the theme color and the banner.

Next Step

The next step is optional for clients as not all will be leveraging our Groups feature. For clients that do provide their courses to other organizations or business in bulk, use the following article to learn more about this process: