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How to add a User

Learn how to get your user on to the platform quickly so they can start engaging with Channels and content.

Aaron-Spencer avatar
Written by Aaron-Spencer
Updated over a month ago
  1. Visit your Dashboard and select Users

  2. Select the Users tab on your Dashboard panel

  3. Click Add User button

  4. A new window will open and you'll have three options as ways to add your Users

Invite by Email - This will send an invitation email to your new Users, from which they'll be able to sign-up.

Note✨: This link expires after 24 hours, at which point the Admin will need to re-send their invite.

Invite by Link - Here you'll be able to manually share a link with your Users (for example by email), for them to click the link and be taken to a page to enter their name and email address.

Note ✨: Points to remember when using the invite link:

  • The link expires after 24 hours, at which point the Admin will need to generate a new invite link.

  • It can be used by multiple unique Users, within the 24-hour period.

  • Unique Users means the same User can only register via the link once. Attempting to register via the link twice will show the toast message "User already exists!"

  • There is no maximum to how many unique Users can register via the link, except if there is a cap in the No. of available seats.

Bulk Upload - This lets you add multiple Users at once, by uploading a CSV file (learn more about Bulk Upload).

Note✨: The following points are important to remember...

  • This link expires after 24 hours, at which point the Admin will need to re-send their invite.

  • On the Users page, the Joined Date column will show the date for either of the following cases:

    • Manually added Users - When Users first logged in, and not the date from which they were invited to your learning space.

    • Bulk Upload - The date you add when filling out the "Joined Date" column, in the Bulk Upload template download (CSV file).

    • If you're adding new Users to your workspace, manually by invite or bulk CSV upload, and you forget to add their Start Date, you won't be able to add it once they've joined.

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