Create a User

This article will give you the instruction you need to create a new user in your organization.

Users can be added in two ways - manually or via import. Under the manual method for typically less than 10 users, there are three ways to manually add users - from the User Summary tool, from the Organization Navigator, or during the purchase of online content via enrollment keys. 

Manual Enrollment Options

• Manually from the User Summary tool

1. Open the Admin tab and select the Admin Menu option.
2. Click the User Summary hyperlink.
3. In the upper-right corner, click the Create User button.
4. Complete the required information. NOTE: The Organization field should be your End Users organization folder or a Child organization beneath your End Users organization folder.
5. Click the Create User button.

NOTE: Alternatively, if you click the Create Another button, you can continue to create new users and the fields will be retained to make this process faster and easier.

• Manually from the Organization Navigator

1. Open your Organization Navigator, and scroll down to your End Users folder or a child organization folder beneath your End Users folder. 
2. Select the folder where you want to add the user.
3. Click the icon and from the drop-down menu displayed, select the Create User option.
4. Complete the required fields and click the Create button.

• Via Enrollment after Purchase of Enrollment Keys

At the conclusion of your purchase of content in the eCommerce - Order Entry process of the LMS, you can enroll existing clients using purchased enrollment keys, or click the Register button to register a new user that will be placed in your organization and enrolled with a purchased enrollment key in the course. 

Import Option

At any time, you can reach out to [e-mail] to request a bulk import of your users for you. This is typically for situations where you have over 10 Users to add to your organization, but we are happy to help with any size import.

1. Download the appropriate template from the LMS Import Template guide. Select either the New User Import.csv or the New User with Manager.csv template. 

IMPORTANT: Do not change the headings in the template as these are set up to map to the LMS fields.

• • For managers, you can leave the address columns blank and just fill in columns A-D and K.
  • For the Organization ID column, this is the 8-digit number next to the organization folder you wish the user to be placed in.  The import folder for new users will always be either your End User folder or a child organization under the End User folder in your Franchise folders of the Organization Navigator. The only exception is for employees of the Franchise which should be placed in the folder of their highest role assignment (e.g., Franchise Admin or Instructor).

NOTE: Make sure that you ONLY use the 8-digit numbers next to the sub-folders to your main Franchise folder and NEVER use the one next to your main Franchise folder. Also, make sure you select the correct sub-folder for your users. If you were to accidentally request users be added to your Franchise Admins or Instructors folder, the users would be given unwanted permissions and content instead of being a learner only.   

2. Once you've filled out the import template spreadsheet appropriately, send the saved .csv file to [e-mail] and the Learning Technology team will complete this import on your behalf.

Need additional information on creating users for your organization?

• Click here to watch the video in the LMS on manual creation of learners.
• Click here to watch the video in the LMS on creating an import spreadsheet for bulk import by the Learning Technology team.