Add users to the platform

  • Updated

You can add external users to the platform in two ways:

  • Invite them: users receive an invitation email, and must enter their name, first name and add a password in a form, upon their first login. Their account is active and billed only when they have completed the form.
  • Create them: users receive a notification email, and can connect directly to the platform. Their account is active and billed as soon as the notification is sent.

If users do not receive any notification, check Help Learners who don't receive notifications.

If you see the error "the following user already has an active account", see Add users who already have an active account.

If you wish to add users without email address, see Add users without email addresses to the platform.

Invite a user

Platform administrators can invite users to any group, and from a program session.

Group administrators can invite users to their group.

Session Instructors who are also coaches or group administrators can invite users from a program session.

Invite a user to the platform group

Platform administrators can invite users to the platform group.

You can also change the default language for the user, add a deletion date, add a label, and add a custom field value to the user.

  1. At the top right of the homepage, click + > User.
  2. In the field Emails, enter an email address (you can enter several email addresses, separated by a comma or a semicolon).
  3. In the section Role(s), choose the roles for the user.
  4. On the bottom, click INVITE.

The invited user will receive the following emails:

Invite a user to a group

Group administrators can invite users to their group.

If the user is invited with the learner role to a public group, they will also be added to all higher-level groups as learner until they reach a private group (included). Learn more about group hierarchy.

You can also change the default language for the user, add a deletion date, add a label, and add a custom field value to the user.

  1. In the left sidebar of the homepage, click on a group.
  2. At the top right, click + > User.
  3. In the field Emails, enter an email address (you can enter several email addresses, separated by a comma or a semicolon).
  4. In the section Role(s), choose the roles for the user.
  5. On the bottom, click INVITE.

The invited user will receive the following emails:

Invite a user from a program session

Session Instructors who are also Coaches or group Administrators can invite users from a program session.

Invited users will have the Learner role on only one group.

See Assign a user who doesn't have an account on the platform.

Create a user

Create a user in the platform group

Platform administrators can create users in the platform group.

You can also change the default language for the user, add a deletion date, add a label, and add a custom field value to the user.

  1. At the top right of the homepage, click + > User.
  2. In the left sidebar, click Add users>Set up a user.
  3. Enter the fields First name, Last name, and Email.
  4. Enter a Password, or check the option Send this new user credentials by email (login and password) at the bottom of the page (we then send the user a randomly generated password by email).
  5. In the section Group(s), click +.
  6. Select the group(s).
  7. On the bottom right, click CONFIRM.
  8. In the section Role(s), choose the roles for the user (the selected role or roles will apply to all selected groups from the previous step).
  9. On the bottom, click SET UP USER.

The user will receive the following emails:

Create a user in a group

Group administrators can create a user in their group.

If the user is created with the learner role to a public group, they will also be added to all higher-level groups as learner until they reach a private group (included). Learn more about group hierarchy.

You can also change the default language for the user, add a deletion date, add a label, and add a custom field value to the user.

  1. In the left sidebar of the homepage, click on a group.
  2. At the top right, click + > User.
  3. In the left sidebar, click Add users>Set up a user.
  4. Enter the fields First name, Last name, and Email.
  5. Enter a Password, or check the option Send this new user credentials by email (login and password) at the bottom of the page (we then send the user a randomly generated password by email).
  6. In the section Group(s), click +.
  7. Select the group(s).
  8. On the bottom right, click CONFIRM.
  9. In the section Role(s), choose the roles for the user (the selected role or roles will apply to all selected groups from the previous step).
  10. On the bottom, click SET UP USER.

The user will receive the following emails:

Create users in batch

See Set up multiple accounts via a CSV import.

The users will receive the following emails:

Track, cancel and renew invitations

  1. At the top right of the homepage, click + > User.
  2. In the left sidebar, click Invitations.

To cancel an invitation, click Cancel invitation (icon of a red cross) on the right of the invitation.

To renew an invitation, click Resend invitation (icon of a circling arrow).

The invitation disappears once the user has activated their account. You can then find the account in Dashboard>USERS.

Check out our blog for more L&D resources.