Adding a new user

To create a new user in the training dashboard you need to click the green ‘Add User’ button.

Business or department admins

Business and department admins are responsible for monitoring and adding learners (members) only. Simply complete all the fields on the Add user page. The email address field is only required for business or department admins – as the system sends a weekly report for via email to them.

When creating a username for an admin, we recommend that you create it without reference to a person’s name, so that this doesn’t get confused with a learner profile. For example: ‘packingadmin’.  System admins cannot have training assigned to their profile, so if you need to provide a course to an admin, you must create a separate learner profile for them. The username field needs to be unique – if you pick a username that already exists, the system will tell you and you will need to choose another.

Department admins

If you are adding a new department admin, it’s important you assign them the site/department they will be responsible for. You do this by selecting a the site and department from the dropdown boxes shown below:

Note: You can only assign departments that have already been created within your business dashboard. Go back and create the department, then repeat these steps.

Members (Learners)

On the add user page you need to ensure the ‘Full name’ field is exactly as you want it to appear on the training certificate and check any spelling, to avoid amendments later.

Then give the new user a username – this must be typed in lower case letters, with no spaces.  If you pick a username that already exists in the system, it will tell you and you will need to choose another. Usernames in our system are unique.

Make sure you select the role of ‘Member’ from the available roles. Members are the only roles that can have training assigned to them.

Then give the new user a password.  We would recommend that you have a system for providing passwords for the first time to ensure that they are easy to remember.  Once the learner logs in, they will be able to amend it, to a password of their own choice.

Optional: You can add the users payroll number if you like, this is useful in identifying members if you have a number of employees with the same name.

Add a site and department – every user needs to be assigned to site and department within your business in order to assign a course.

To assign a course to the learner, you must tick the box next to the course(s) you would like them to take. If a course is not listed, please let us know so that this can be added for you.

Finally, click the ‘Create’ button. This adds the user to the system and then will allow you to modify some specifics of the course for the member as shown below:

Here, you have the option to apply a different retraining frequency for the individual learners.  You may want to do this for example, for CCP operators.

You also have the option here to request that the learner takes immediate re-training. This would typically be used, where the learner has already completed the course, but it has come to light that they need re-training (through an audit or due to a product issue for example).  In this instance, the learner would have already been set up, but you would come back into this screen, in order to tick the box to request immediate re-training.

Make sure you take a note of their username and password to pass on to them.

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