If you find yourself having to add more Users, this is a good sign! Tortal makes it easy to add users one-at -a-time, or in batches using an import template. This article explains how to manage users Permissions, use the LMS tools to add single Users, and Import batches of users with a Template.

Article Outline

• Permissions Needed
• How to Use the LMS Add a Single New User 

Permissions Needed

To be able to Add or Import Users an account must be given the Add Users Permissions:

More information on how to Manage Permissions 

• User Permissions - How to Control Super Administrators, Group Admins, and Learners
• How to Assign Groups to an Administrator

How to Add a Single new User

1. Select Add a new user from the admin menu. 

2. Fill out the user information. The red asterisk designates a required field. 

Important Notes - Account Options 

When creating new Accounts, there are 2 additional options available through all methods.

Force user to change password on next login. 

• Check this box if - You want the user to reset their password when logging in for the first time. The password you entered when creating the account WILL NOT WORK for the user. The user will need to create a new password after clicking the confirmation link within the notification email he/she received.
• Uncheck this box if - You want to keep the password you entered when creating the account. The user will NOT be required to create their own password. The admin needs to communicate the password for the account to the learner.

Skip user/account verification (not recommended)

• Check this box - User will receive an email with a link to click, which to verifies their account is real. 
• This option only shows up if an email address was entered when creating the account. 
• Best practice is to have the learner verify their email address.
• Uncheck this box - skip the email verification process.

Click the next button when ready.

3. Continue to fill out additional user information.

Nothing on this page is required. You will notice at the bottom of this page (pictured directly below) there is an area for Roles. You will either see the red box with no roles or some roles that have already been set-up in your Learning Management System.

A role is a Group which has special search and filter functions in the LMS. A role is a way to organize a group of users in your system, so that you can assign them course enrollments all at once. For instance, a common set-up for roles would look something like this: store manages, managers, sales associates. Having a role here is not required. New roles can be set-up within the admin menu, on the groups page.

Once you are finished, click the next button.

Once you are finished, click the next button.

4. Add a user photo. (optional)

Once you are finished, click the next button.

5. Add Users to Groups (Group administrators only),

If your account is Permissioned as a Group Administrator, you'll have the option of adding this new user to a specific group(s).

Move the desired group(s) from the left box to the right bow. Once you are done, click the finish button. This will complete the process of adding a new user to the system.