From the left navigation menu, select Administration, then select Users.
This will display a list of current users in your company's Heropa instance.
Select Add from the top navigation to add additional users.
There are 3 ways to add new users to the Heropa platform.
3. Import a list of users in bulk
1. Invite users via email
Individual users can be invited via email. If invited via this method, they will receive an email containing a link to Heropa, where they can create their own password.
- In the Create new user modal, in the Select creation type field, select Invite users.
- Enter the Email address of the user.
- Select the Company the user belongs to. The Manager field is optional.
- Select Add to add more users via this method.
- If you know what Groups the user should be part of, move the groups from Available groups to User groups.
- If you know what Courses the user should have visibility of, move the courses from Available courses to User courses.
- When all users have been added, select Create.
2. Create a single user
This provides the capability to create a single, fully functional user in Heropa, including the creation of their password within the platform. Creating a single user can be used to create test user accounts.
- In the Create new user modal, in the Select creation type field, select Single user.
- Choose whether to Notify user to create password themselves, or create + confirm a password for them.
- Enter the user's First Name and Last Name.
- Enter the Email address of the user.
- Select the Company the user belongs to. The Manager field is optional.
- If you know what Groups the user should be part of, move the groups from Available groups to User groups.
- Select Create.
3. Import a list of users in bulk
A set of users can be created in bulk by importing a file that conforms to a specific template that is uploaded into Heropa. Again, this creates fully functional users with pre-defined default passwords (contained in the file that is uploaded).
- In the Create new user modal, in the Select creation type field, select Import from file.
- Ensure the file being uploaded conforms to the sample, then Select file to upload it.
- Email users login details: This toggle provides the option to send a generic email to users containing their details to log in. If you wish to provide these details to users from outside Heropa, set this to OFF.
- Require password reset on login: This toggle provides the option to request a user reset their password when first logging into Heropa. If you expect the user to need to log into Heropa multiple times, set this to ON.
- Select the Company the users belong to.
- If you know what Groups the user should be part of, move the groups from Available groups to User groups.
- If you know what Courses the user should have visibility of, move the courses from Available courses to User courses.
- Select Create.
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