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Team Lead Dashboard - Add a New User

  • Updated

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.

tld_add-user_01.png

 

In the window, provide profile information and select if the User needs to reset their password when first logging in. 

team-lead-dashboard_add-user_02 (1).png

 

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. 

tld_add-user_03.png

 

In the window, click Download CSV Template. 

tld_add-user_04.png

 

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.

tld_add-user_05.png

 

Select the User Groups to assign to the imported users and click Add users to team.

tld_add-user_06.png

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:

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