Inviting Your Team Onboard - Bulk Upload

Created by Michael Walsh, Modified on Thu, 11 Jan at 11:26 AM by Michael Walsh

Created by: Rosie Harris

Modified on: Wed, 17 Mar, 2021 at 11:22 AM

Invite your team to start their journey to trusted status!

Firstly, you will need to collate your user information into a CSV file - you can do this by using our template located within the 'Users' tab or by creating your own with the following columns:

First Name
Last Name
EmailAddress
Job Title
Department
Role
Start Date

To upload your users:

Select 'Users' from the navigation bar.
Click on the 'Bulk Create' button.
Click on the 'Choose File' button and select your CSV file.
Click 'Create'.
Users will be uploaded onto the system and will then receive their registration emails.

The users will be enrolled in all courses that their department has 'Learning Settings' for. If their department has no 'Learning Settings', the user will not see any courses within the platform until a setting is created.

Alternatively, from the 'Users' page, you can create individual users.

Rosie is the author of this solution article.

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