To Bulk Upload Users:
Go to Administration > Trainees > User Management
Select Add User(s)
Click Bulk Trainee Upload
Click Download Excel Template to download the most recent template
Complete the Spreadsheet
Personal Details
- Person Identifier must be unique to the individual. This could be their name or an employee number
- User Level - select the administration access you would like the user to have. If you leave this blank, the user will automatically be given 'Normal' access.
- First Name and Last Name - this will be the name that is printed on the certificate
Contact Details
- e-Mail Address - this will enable any email notifications you have activated
- Phone Number - this is optional
Groups
- Type - if you do not wish to assign a Site Location, Department or User Group(s)
- By typing - for the User Group, it will assign all courses to the user
- The group titles used must be identical to the titles added to the system. You can add groups through Group Management.
- Assign multiple User Groups by using a comma to separate them
User Status
- Add users by typing New
- Archive users by typing Archive
- Amend users details by typing Update
Save the document on your device
Go back to Bulk Trainee Upload
Drag and Drop the saved document or click Browse File to locate it
Click Upload to upload the users
This will take you back to the Add Users page, where you will be shown the list of users uploaded
Click Export to Excel to export the table
Please note - once you move away from this page, this table will no longer be visible.