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Users - Create Individual User

  • Updated

Create Individual Users

To create an individual user account, click on "Users" in the main navigation:

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It is recommended that for individual user creation you search for their email address/mobile number before creating a new account to confirm if an account already exists for them. 

Select the button "Create new user".

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The Create new user view will allow you to fill in the profile details for a new user account. 

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For minimum requirements, you will need to fill in the details for:

  • First Name;
  • Last Name;
  • Email address (or Mobile Number);

You may see account status options for the user creation. This will allow you to set the status of the created account, as well as determine how the account functions - for example, if they will appear in searches, if they are disallowed from participating in training content, or if they will not be sent any system communications. These settings can be changed after user creation as well. 

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It is recommended that you also associate a user to an "Organisational unit". This will help you report on and distribute training to that user, as well as provide any manager of that Organisation unit with access to their account. 

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You may also see fields on this screen that relate to specific features enabled for your LMS, or custom fields that have been set up. 

Once you have filled in the relevant details for your user, click the "Create user" button to complete the process. 

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The user will be created, and you will then be able to manage their account and distribute training content, where relevant. 

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