What is User Creation and how do I do it?
In this article, you will learn all about user creation and how to do it.
What is User Creation?
User creation is the ability to add users to the platform to have them engage with the content.
To find all of the users on your platform: On the top navigation bar, click on People and then select Individuals.
You can then search for users with different filters eg. names, locations, and emails.
How do I create a user?
There are currently 3 main ways to add users to the platform:
Manual Invite - Ideal for creating a single user.
Our most simple solution when adding a user to the platform.
Bulk Importer - Ideal for creating multiple users.
This is a quick alternative to manual invites and is especially useful for inviting more than one user.
Via Integration - Ideal for syncing users from another platform.
You can also sync users from our HR Systems integrations (People HR, HiBob, Azure ActiveDirectory + BambooHR). This is particularly useful if you already have a large volume of users stored on a different platform.*
Depending on what you want to accomplish will determine the method you use to create a user: Manual invites - is the easiest option to adding a new user if an integration is not enabled.
Bulk Importer - adding/making changes to users with a CSV file. Usually used to create/update multiple users at once.
Via Integration - adding a user by creating a profile for them on your HR platform.
Method 1 - Manual Invite
Sub-method A:
In the top navigation bar, select the + icon, then select People, and click on Single user.
Sub-method B:
In the top navigation bar, click on People, and select Individuals.
From the individuals tab, click on Actions then select Invite single user.
Go through the creator:
Step 1: Fill out the key details of the user.
Complete the user’s Full name, Email, and Job title.
Decide whether you would like the user’s profile to show in Member’s Directory.
Click Next.
Step 2: Fill out the user’s role information.
Select the user’s role from the drop-down menu.
Click Next.
Step 3: Choose the user’s role within the system.
Select the role intended for the user.
There is a summary directly underneath each role.
Click Next.
Step 4: Select what teams the user will join.
Select a primary team for the user.
Fill out any secondary teams for the user.
Click Next.
Step 5: Choose the user’s manager.
We recommend having the manager of the user’s primary team as the user’s manager on the platform, however, you can override this option.
If applicable, select the user’s coach.
Click Next.
Step 6: Fill out the user’s language and location settings.
Select the user’s timezone.
Fill out the user’s location.
Select the user’s primary language.
Click Send Invitation.
Final Step: You’ll receive a screen confirming the creation of the users or the creator will close.
Method 2 - Bulk Importer (CSV file)
Sub-method A:
In the top navigation bar, select the + icon, then select People, and click on Many users.
Sub-method B:
In the top navigation bar, click on People, and select Individuals.
From the individuals tab, click on Actions then select Invite many users.
Go through the creator:
Step 1: Import your CSV file.
You will find a handy template and top tips on this page, to help you with your file.
After you have uploaded the CSV file, click Next, review data.
Step 2: Review your data.
Make sure the CSV Column Label matches the Learn Amp Field.
Click Next, settings.
Step 3: Decide how you want the users to be uploaded.
Depending on what you choose, the options will be different, so please fill in accordingly.
Click Import.
Final Step: You’ll receive a screen confirming the creation of the users or the creator will close.
Method 3 - Via Integrations
Important things to note before syncing users via integrations:
On the HR system, please ensure that the team and/or group hierarchy has already been set up.
Please make sure that teams have their correct managers, and that all individuals are in their correct teams, etc.
This is to make sure that the data from the HR system maps correctly into the Learn Amp system.
Step 1: In the top navigation bar, select your profile icon, then select Integrations.
Step 2: Click on the integration you need to sync users from.
Click on HR Systems.
Select your chosen integration.
Step 3: Sync the users.
Follow the instructions on the How to set up tab.
If applicable, you may need to click the instructions at the bottom of the page to find out how to retrieve the API key.
Final Step: Complete the sync.
Once you’re happy with your settings, click Save.
Depending on your HR integration syncing users may take up to 24hrs - this can be sped up by clicking the ‘Sync’ button which will appear after setting up your integration.
*Please click here to find out about user creation via integrations in much more detail.