Add users directly to the platform through User Admin, without having to enrol them in a program.
You can also enrol users directly to a program. Read more here.
This feature is useful for when a program isn't ready for enrolments, but you want to give a new user time to register their account.
You can also add users, without linking them to programs, so they can access the internal platform catalogue.
Adding Users
Users can be added to the platform by following the below steps.
- Go to the User Admin tab in the left hand menu.
- Choose the Add User button
- Enter the user's name and email. If they have an existing account, their details will appear in the window. If not, you will create a new account and they will receive an invitation to complete their platform registration.
- Complete the mandatory fields. These fields are determined by your platform's User Profile settings.
- You may also choose to link the user to an existing program. The program role drop-down will determine their role in that program.
- Choose the new user's status. Note that new users should have the Pending status. New users are Pending until they have accepted their invitation to register and set a password. Once they have done this, their status will automatically change to Active. You can read more about platform user statuses here.
- Choose whether to send a welcome email. You should always send the welcome email to new users, as this email contains the link they need to register their account.
- Add the new user.
