Administrators can quickly create new user accounts to give team members access to the platform. This is especially useful for organisations without SSO (single sign-on) integration, as it ensures users can log in and start working immediately. For example, an admin can add a single user for a new employee or create multiple accounts at once when on-boarding an entire team.
📌 Note: If your platform is connected via a SSO integration, administrators do not need to create accounts for users. Users log in using their organisation credentials, and an account is automatically created the first time the user logs in via the SSO.
To do this, watch the video or follow the relevant steps below.
Create a single user
From the learner dashboard, click your initials in the top right, then select Admin Area.
Click Create Users, then enter your client token and click Load.
Complete the form with the user's details. Those marked in red are mandatory.
Select whether to send a welcome email to the user.
When finished, click Create Account.
Create multiple user accounts
From the learner dashboard, click your initials in the top right, then select Admin Area.
Click Create Users, then enter your client token and click Load.
Click Create Multiple Accounts, then enter your client token and click Load.
Click the relevant button to download the spreadsheet template.
Complete the spreadsheet, then return to this page.
Click Choose File to upload the spreadsheet.
Click Create Accounts.
🤓 Tip: Errors made on the upload will be listed, noting the affected row on the spreadsheet so this can be amended. Users with existing accounts show as errors listed.
Common causes of issues when creating a new account
If you've had an issue creating a new account, please check the following details.
Duplicate email address. Email address is used as the unique identifier for the user, so the system cannot have duplicates. If the email you enter is not unique an error message will be generated.
Duplicate user ID. Most clients use an auto-generated user ID, however, if you choose to create your own ID's, they must be unique. If they are not, an error message will be generated.
Character limit in custom welcome email. If the message you create has more than 700 characters an error message will be generated. Please reduce the number of characters in your message.