When enabled in Team Lead Permissions, Team Leads can add new Learners to their Team via the Team Lead Dashboard.
This article outlines the following concepts:
Add a Single User
In the Team Members tab of the Team Lead Dashboard, click Add User.
In the window, provide profile information and select if the User needs to reset their password when first logging in.
Include this User in the appropriate User Groups. In order for this User to be properly added to the Team, they must be included in at least one of the specific Groups listed.
Click Submit.
Bulk Add Users
In the Team Members tab, click Bulk Import.
In the window, click Download CSV Template.
Insert all necessary user profile information into a spreadsheet and save it as a CSV. When finished, click Select a file in the Team Lead Dashboard and upload the file.
Select the User Groups to assign to the imported users and click Add users to team.
Imported users receive an email with their username and password. For security reasons, all users must reset their password when first logging in, as defined in the Security settings.
Other Team Lead Actions
As an Admin configures in Permissions, Team Leads can complete a variety of additional user actions, including:
Use Cases
The following are possible general use cases for utilizing this feature:
Empowering team leads to manage onboarding directly
An organization wants to reduce the burden on LMS administrators by allowing department leads to add new team members as they join, without needing admin-level permissions.
This feature is useful because:
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Team Leads can add users individually or in bulk from their dashboard
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Permissions are scoped to specific User Groups, ensuring users are placed correctly
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Admins retain control by defining which teams or groups Team Leads can manage
Example Use Case
A customer support manager hires a new rep. Instead of submitting a ticket to the LMS Admin, the manager uses the Team Lead Dashboard to add the new hire, assign them to “Support Onboarding,” and trigger a password reset email — all within minutes.
Streamlining team expansion with bulk user import
A training coordinator is preparing for a seasonal hiring surge and needs to onboard 40 new sales reps in a single week. Manual entry would be inefficient and error-prone.
This feature is useful because:
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Team Leads can upload a CSV of new learners directly
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Group assignment and credential creation are handled in one step
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New users automatically receive their login info and reset instructions
Example Use Case
A retail company hires 30 temporary associates. The regional lead downloads the CSV template, fills in profile data, and uploads it through the dashboard. Each new user is auto-enrolled in the “Holiday Sales Training” group and receives access within minutes.
Extending limited admin capabilities to decentralized leaders
An enterprise company wants to empower field managers, project leads, and team captains to help with course assignments and communication without giving them full admin rights.
This feature is useful because:
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Admins can define exactly which permissions a Team Lead has (e.g., add users, assign courses, register for events)
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Keeps learner management localized while maintaining governance
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Great for decentralized orgs or franchise-style models
Example Use Case
A healthcare network assigns Team Lead permissions to clinic managers. These leads can bulk add new nurses as they onboard, register them for required CPR certification events, and send reminder messages — all from the dashboard, without IT involvement.