Process: How to Add a User

  Adding Users to the Platform

Efficient user management is essential for a smooth-running platform. This guide provides simple steps for adding users, whether it's a bulk upload or individual entries. We focus on keeping things straightforward to optimize your platform without unnecessary complications. Designed with administrators in mind, this guide ensures a hassle-free experience for effective user management. Whether you're dealing with a large volume or just a few additions, follow these steps for a streamlined process. 

How to Add an Individual New User

Step 1: Navigate to Admin Users

On the side menu bar underneath Admin settings, select ‘Admin Users’ 

Step 2: Add User

Click the ‘Add User’ button on the top right-hand corner

Step 3: Input User Details

Add user details to the profile:

1. First Name
2. Last Name
3. Email: Input User Email
4. New Password: Generate a temporary password for initial user access.
5. Add Avatar: If applicable, please add a profile picture under the 'Avatar' section

Step 4: Select a team

Select the applicable team from the drop-down menu. Teams are created during your onboarding period and allow you to differentiate users by brands, categories, etc.

Step 5: Add Profile Information

After you have selected your team, you will see a section below with the available profile fields. These fields are customised per client during onboarding. Please enter all relevant information in the provided fields. If you need any assistance, please don't hesitate to contact our friendly support team or your Customer Success Manager.

 

  When setting up user profiles, remember that the entered details dictate platform permissions. For instance, selecting a user's location as NSW helps customise their experience, displaying relevant courses, resources and events. Ensure accurate profiles for a seamlessly tailored experience.

Step 6: Create User

Once the profile information has been completed, select ‘create user’ to add user/admin to the platform.

The user will appear on the ADMIN USERS page within a few moments.

How to Add Users in Bulk

Step 1: Navigate to Admin Users

On the side menu bar underneath Admin settings, select ‘Admin Users’

Step 2: Bulk Upload Users

Click the ‘Bulk Upload’ button on the top right-hand corner

Step 3: Download the CSV Template

Once Bulk Upload is selected, a pop-up modal will appear. Follow the instructions and download the template or open a previously used template.

Step 4: Populate the Spreadsheet

Populate the spreadsheet with the user details. Delete any non-required fields.

Once completed, ensure the file is saved as a CSV

  Please note, if the spreadsheet includes an already active user, it will check and update any fields that are present in the template. Also, if the spreadsheet contains an account that is currently archived in the platform, it will re-activate the account with the details present in the template.

Step 5: Upload CSV File

Once the spreadsheet is completed, navigate back to the platform and select 'Click to Upload CSV File'

Step 6: Verify Data Import

The screen will preview the import, confirm that fields have loaded correctly and once confirmed, select ‘Upload X Users’ and the Confirmation in the next pop-up modal. Once loaded successfully a message will be displayed on screen. 

The user will appear on the ADMIN USERS page within a few moments.