Step 2 — Add Your Users

Best for small teams (under 10 people).

1. Navigate to Admin → Users → Create User
2. Enter: email, first name, last name
3. Set security level: 1 for learners, 2 for educators, 3 for admins
4. Click Create — the user receives a welcome email with a temporary password

Best for larger groups. Prepare a CSV file:

email,first_name,last_name,level,role
jane.smith@example.com,Jane,Smith,1,Learner
john.doe@example.com,John,Doe,2,Educator

1. Navigate to Admin → Bulk User Import
2. Upload the CSV
3. Review the preview table — errors are highlighted before any accounts are created
4. Click Confirm Import

All imported users receive a welcome email automatically.

See Bulk User Import for full column options.

Creating a user account is separate from adding them to your organisation. After creating accounts:

1. Open your organisation → Members → Invite / Add
2. Search for each user and add them
3. Set their role label (e.g. “Learner”, “Trainer”) — this is a display label only
4. Assign permissions as needed — see Roles & Permissions

Step 3 — Create Your First Lesson →