Add learners

The user import feature within the admin dashboard is an easy way to add and update learners in bulk.

Who can use this feature?

👀 Primary admins, and admins

🏳️ Available on Teams and Professional plan only

Contents of this article:

• Add learners
  • Invite learners via link
  • Invite learners via email
  • Export learners via a CSV file
    • Formatting your CSV file
• Update learners

This guide will walk you through the steps to successfully add and update learners in your platform using the import users feature.

 ❗️ Note:  This feature can only be used to add learners. To add creators please check out our guide here.

Add learners

You can use the import feature to add new learners to your account.

Invite learners via link

1. Navigate to the 'Users' page, found in the left-side navigation bar.
2. Select 'Learners'.
3. Click the 'Copy invite link' button.

This copies the link to your clipboard, which you can then send to your learners. This link is valid for 30 days.

Invite learners via email

1. Navigate to the 'Users' page, found in the left-side navigation bar.
2. Select 'Learners'.
3. Click the 'Invite learners' button.
4. From the dropdown, select 'Invite learners'.

From the pop-up window, add the email address of your learner. You also have the option of adding them to a learner group and/or attaching a message.

⭐ Tip: You can invite multiple learners at once. Press 'Enter' after each email to add more.

Export learners via a CSV file

1. Navigate to the 'Users' page, found in the left-side navigation bar.
2. Select 'Learners'.
3. Click the 'Invite learners' button.
4. From the dropdown, select 'Upload CSV'.
5. Select 'Choose file' and upload your CSV file.
6. Make sure the setting 'Do you want to add new users?' is set to 'Yes'. 
7. Select 'Continue'.
8. Your file should load in the page. You also have the option to attach a message here.
9. Select 'Complete import' to finish the process. A confirmation message will pop up at the bottom of your screen showing the number of learners added.

⭐ Tip: To send your own personalized invite, deselect the option 'Send an invite from [e-mail] and copy the invite link. This link is valid for 30 days and will allow anyone with the link to register and launch your Learning Academy.

Formatting your CSV file

Use the following guidelines to create a valid import file:

• The file must be a csv file
• The file must contain the heading 'email in row 1
• The file may also contain the following headings in row 1 name, status, groups

Accepted values:

• Status: Must be 'inactive' or 'active'.
  • Users added without status will be set as pending, until they first login.
• Group: Must be a group name already found in your account. 

Update learners

You can also use the upload learners feature to update existing user details. This can be useful if you need to update group allocations or amend the status of users.

To update learners:

1. Follow the steps 1 to 5 of 'Export learners via a CSV file'.
2. Make sure the setting 'Do you want to update existing users?' is set to 'Yes'.