There are two ways to add learners to the system: creating a single learner (which is done through a shortcut on your dashboard) or creating learners in bulk by uploading an import sheet. To complete either of these actions, select the People tab.

How to Create a Single Learner 

From the People tab, select “Add a new person” on the right.

In the fields provided, fill out the learner’s first name, last name, username (we recommend making this the learner’s email address), email address, and desired password. The password must be at least eight characters long and must contain at least one uppercase letter, one lowercase letter, one number, and one special character. If you do not choose a password, the system will send the learner a generic password that they will have to change upon their first login. 

Note: By default, the system will send a welcome email to any learners you create. Uncheck the “Send an email to this person with a link to login” box if you do not want a welcome email sent. Check the “Disable all email notifications for messages” box if you do not want the system to send any emails to the learner.

You are welcome to fill out the other fields available on this screen, such as the learner’s street address and job role, but this is not required. 

Once you are finished entering in all desired information, select “Add person” to complete the registration, or select “Add person and then add another” to complete the registration and immediately begin creating another learner.

How to Create Learners in Bulk

From the People tab, select “Options” on the right, then select “Import people in bulk”.

You will be asked to provide an import sheet containing data for the learners you wish to add. To get started, you can select “use this template to get started” to download a sheet with example data filled in.

The fields in this file are the same fields you would fill out when adding a single learner: username, email address, first name, last name, and password. The system will generate a unique password for any learner whose password field is left blank.

Once you have finished filling out the import sheet, select “Browse…” to attach the completed file.

After you have attached the import sheet, check the “The first row of my file contains column titles” box if your sheet contains column headers. You can also change the language of the site components, which defaults to English, and the time zone used on the site, which defaults to EST. Once completed, select “Next”.

Note: Changing the language only affects the language of the site itself, not the eLearning content.

After you select “Next”, the system will format the import sheet. Once this is done, select “Map Fields”.

Here, you will map each of the displayed fields to the appropriate column in your import sheet. For example, for the First Name field, you would ensure the drop-down selector matches the column titled First Name in your import sheet. Once you have mapped your fields, select “Import”. 

You will now be taken back to the People tab and see a message at the top of the page confirming the request is processing.

Under the People tab, you can check the status of your request under the “Recent imports” section. You can select “View All” to see your entire import history. 

After a few minutes, the import status will change to “Completed” and you can select “Download results” to see the details.

When looking at the downloaded results, the status of the import for each learner will be displayed in the column labeled “ImportStatus” (column Y). If this column says “Success - User Created”, that learner has been created successfully. Otherwise, the column will explain why a learner wasn’t created—for example, you may have used an invalid character or provided an invalid email address.