As new learners are added to your organization, administrators can create new learner accounts to grant them access to BizLMS. With the correct privileges, administrators can create new learners individually, or in bulk through Data Services.
Create learners individually:
- From your learner homepage, select Administration from the main menu
- From the sidebar menu, select People followed by Learners
- Click New Learner
- Follow the four-step process to create new learner
- Please note, items marked with a red asterisk are required fields
- After reviewing the learner information, click Create New Learner when finished
Create multiple learners at once:
- From your learner homepage, select Administration from the main menu
- From the sidebar menu, select People followed by Learners
- Select Import/Export Learners and choose Import
- Download the Import Template
- Fill out the import template with your learners' information. Learn more about the template in Understanding the User Import Template
- Note, please review the helpful tips listed below when using the learner import template
- Return to the LMS and choose a team to add your learners too
- Browse for the updated import template and add as your import file
- Click Upload
Helpful Tips:
- The import template can be used to create or modify learners. To modify an existing learner, ensure the data entered under "Username" matches what is in the system.
- Usernames must be unique.
- Usernames and passwords cannot be modified through the import template for existing learners.
- When creating new learners via the import, a unique password must be entered into the password column for new learners to be successfully created.
- If entering a supervisor into the supervisor column, the username must be entered rather than the supervisor’s name.
- Ensure that no edits are made to any of the columns in the template, such as rearranging the columns, renaming the column titles or deleting any columns. There should also be no special formatting, such as color changes, font changes or sizing changes.
- While there are several columns available on the learner template, six are required for a successful upload. These include Username, Password, First Name, Last Name, Active (true/false) and Email.
- If a supervisor is attached to a learner's profile, and an import sheet is submitted with a blank supervisor field, the supervisor will be removed from the profile. It is recommended that if a supervisor exists, they be kept on each import sheet to ensure they remain linked to the learner’s profile.