New Starters & Employee Lifecycle
How to add multiple users using csv upload
This guide explains how to add multiple users at once using the bulk upload feature. Bulk User Management is designed to help organizations efficiently onboard large numbers of employees without having to create each user individually. Before You ...
How to remove, archive or delete a user
This guide explains the available options when an employee leaves your organization and no longer requires access to the platform. Before removing a user, consider whether training records, certificates, reporting data, or compliance history may be ...
How to edit user details and course access?
This guide explains how user information can be updated after an account has been created. Employee information may need to be updated for a variety of reasons, including role changes, site transfers, email changes, training requirements, or account ...
How group leaders added to site and how to add new users
This guide explains how new users are added to the platform, how Site Leaders are created, and how Group Leaders can manage workforce onboarding while ensuring sufficient licenses are available. Understanding Group Leader Accounts and adding users ...