Our Create User Form gives managers and system administrators full control over user management from a single, convenient place.
Accessing the Create User Form is easy. Open it in your browser and sign in with your normal username and password.
Create a new user
When you sign in, you'll first see the user setup form. You can follow these simple steps to create a new user.
Sign in to the Create User Form.
Complete the form with the user information. At a minimum, enter the mandatory fields shown below.
First name.
Surname.
Date of birth.
Position.
Site.
Start date.
Click Submit.
Make a note of the username and one-time password displayed.
Give the details to the new user.
System permissions
Depending on the job role given, you may also need to give your new user certain permissions. Click here for guidance.
Sign in for the first time
Read more about signing in for the first time.
Change a job role position
You can also change the role associated with the user through the form. Follow these simple steps.
On the Site dropdown list, select the user's current site.
Click User List, find the user, and then click their name.
Click Transfer,
Under the Select New Position list, select a job role.
Click OK.
📌Note: Once the user's position is changed, any courses required for the role will be allocated automatically and appear in reports. Allow 2 hours for stats and reports to update.
Change a user's site
You can use the Create User Form to move a learner to a different site. Just follow these steps:
On the Site dropdown list, select the user's current site.
Click User List, find the user, and then click their name.
On the new site dropdown list, select the new site.
Click OK. The learner will now be linked to the new site and will no longer appear at the old one.
📌Note: Allow 2 hours for stats and reports to update.
Update user details
You can also use the form to update a learner’s basic details like their name or email address. Here’s how:
On the Site dropdown list, select the user's current site.
Click User List, find the user, and then click their name.
Click Edit user.
Update the information you need to change.
Click OK.
📌Note: Allow 2 hours for stats and reports to update.
Deactivate a user
You can also deactivate users directly from the form.
On the Site dropdown list, select the user's current site.
Click User List.
Find the user.
Untick the box next to their name.
Click OK.
📌Note: Allow 2 hours for stats and reports to update.