Invite/Create User

To create a new user, follow the steps below.

  1. Navigate to the User Management section on the Company Dashboard and click on +Invite User.

  2. On the Invite User screen, enter the following details in the General Settings section.
    General Settings
    Field Name Description
    Email Address* Enter a valid email address
    First Name Enter the user's first name
    Last Name Enter the user's last name
    Role

    Select either of the following

    • Learner
    • Instructor
    • Manager
    • QA

    Refer to the GlobalLearn User Roles and Permission Matrix for additional information about the user roles.
    City/Town Enter the city or town name
    Select Country Select the country from the dropdown options.
    Time zone The time zone field is pre-populated.

  3. In the User Picture section, upload an image in the specified formats as a user profile picture. Refer to the Appearance section and follow the standard file upload procedure.

  4. Fill in the following miscellaneous information in the Other section.
      1. Title
      2. Region
      3. Hire Date

  5. Fill in the necessary information into the Additional Profile fields, if created.

    Refer to the Add Profile Fields section to learn more about adding additional profile fields.

  6. Click on the Invite User button once all the necessary details are entered.
  7. The Invite User popup displays the success message. Click on the Invite User button to create another user else click on Close to view the list of users.

  8. The List Users screen displays the details of the created user with the status as Invited.

  9. The User receives a registration notification on the email address added in the Email Address* field. Click on the Complete Registration link.

  10. On the Registration form, fill in the following details
    1. Email*: This field is pre-populated and cannot be edited.
    2. First Name*: This field is pre-populated but can be edited.
    3. Middle Name: Enter the middle name if required.
    4. Last Name*: The last name is pre-populated but can be edited.
    5. Title: Enter a suitable title if required
    6. Password*: Configure a new password adhering to the password requirements
    7. Confirm Password*: Re-enter the same password
  11. Once all the details are entered, click on the Next Step button.

  12. As a part of step 2, select three secret questions and their corresponding answers for identification and password recovery.

  13. As a part of third step, enter the following information.
    1. Country
    2. State
    3. City
    4. Zip Code
    5. Address
    6. Phone
    7. +Add Phone Number
  14. One all the information is entered, click on the Register button.

  15. Upon successful registration, the screen will display the corresponding success message for users. Click on the Go to Log In Page button.

  16. For Admins (who create a user in GlobalLearn) the List Users screen will now show the user as Active.