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In this guide you will learn how to add users to your organisational dashboard so that your members of staff can access the course.

What to do after you have purchased a course

After purchasing one of our courses, your order will be processed. Once this has completed, you will receive a confirmation email letting you know you now have access to the course you have bought.

The account you used to make the purchase will now be given administrator permissions for your organisation.

To navigate to your organisation’s dashboard, log in to your account, then click “My account” in the top right of the page.

Scroll down to the blue button that says “Manage your Organisation”.

Your organisation will automatically be selected and you will be able to see the total seats (licences) available to allocate to your staff.

Allocating Team Members

Team members are users in your organisation who will be taking the course.

The first way to add team members is by clicking the “Team Members” button and then clicking “Import List”.

This will show you an Excel template which you can download.

This spreadsheet allows you to enter multiple users’ details’ at once and allocate many members of staff to your organisation at one time. Enter your staff’s details in the relevant cells, one row at a time.

NOTE: At this point you will choose the member of staffs’ username and password. You will need to make a note of this and provide this to the user who will be logging into this account. They cannot access their account without the username and password that you choose.

Once you have completed this file you must save it to your computer as a .CSV file. Click the “Browse” button next to “Upload file” and select the .CSV file you just saved with all the staff details in it. Once you click “Save”, the accounts for all the members of staff contained in the Excel file will be created and they will all be added to your organisation as users.

Alternative method

Another way to add team members is by adding team members individually by clicking the “Team Members” button in your organisation dashboard. Click “Add Team Member” and you will be presented with a single entry form to add a team member. This is essentially the same process as before but without the Excel file and limited to one user creation per entry. Click “Save” once you are happy with their details and their account will be created with access to the course you have bought.

NOTE: At this point you will choose the member of staffs’ username and password. You will need to make a note of this and provide this to the user who will be logging into this account. They cannot access their account without the username and password that you choose.

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