Users will not be able to access the system until you add them. They cannot self enrol unless this is turned on: see Self Sign-up.
Add multiple users at once by uploading a CSV file. To do this select “Manage > Users and groups” from the top menu - here you will see an “IMPORT USERS” button.
NB Import is context sensitive: The users will be added to whichever group you have selected (highlighted in the groups panel) when you click the “IMPORT USERS” button.
You can quickly add existing (along with any new users) to a specific group by using a CSV import.
When you import an existing user (identified by the email address) to add them to a group, if any difference in other details is detected (eg in the spelling of their name), Training Post will update their user profile to match the new import.
If you re-import a user (email address) to the same group, providing there are no differences in the name, they will be ignored. No duplicate will be created.
A CSV file for import should follow these simple rules:
no header row
one row per user
single field (column) for the full name
single field (column) for the email address
use UTF-8 format (just pick this option when exporting).
Example user CSV file contents:
Joe Bloggs, email@example.com
Jane Smith, firstname.lastname@example.org
Sam Jones, email@example.com
By default the system will invite users when they are created, or added to a new group, with the import process. If you wish you can untick the “SEND INVITATION” option and send the invitations later.