How to Add a User to CompliLearn
This guide provides step-by-step instructions on how to add a user to CompliLearn.
To Add a User to CompliLearn
1. Select your Avatar in the top-right
2. Click Administer from the dropdown menu that appears
3. Click the Users tab
4. Click the +Create button on the right
5. Enter the user’s details. The Mandatory fields are in bold below:
- Email address
- Name
- Role (will be automatically ticked to learner) Add additional roles if required
- Manager (Not required if you do not use Managers on your site and use Content administrators instead): Type the manager’s email or name and select from the drop-down list. Only staff who have been set up as a manger will appear. Multiple managers can be assigned to each staff member.
- Status: Select “Active” or “Inactive/Blocked”. Active users can access available content and see their
training records.
6. Click Add
Note: If your master notifications are switched on, adding a user will automatically send them a welcome email, unless you untick the box that says 'Send a welcome email to this user' on the individual account when added.
Now that you have added a user, learn how to add individual users to Groups (if you are using Groups).