Premium Feature: Upload Learners

Setup Organization Before Inviting Users

Be sure you've set up the trainings and groups for your organization before inviting users. 

Check out this article, which walks through setting up the organization: How to Setup an Organization.

Feel free to also check out our Organization Email Invite Instructions [EMAIL TEMPLATE FOR ADMINS].

Ready to add up to 500 learners? Follow the below to get started.

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Upload Learners

(Invite up to 500 emails at a time)

Now that your organization is setup, you can invite up to 500 users at a time by using the Upload Learners* option. You must create a group prior to inviting your learners. 

1. Click the Learners tab in the sidebar navigation menu.
2. Click Add Learners in the top right.
3. Select Upload Learners*.
4. Follow the instructions and click Download Template File. 
5. Enter in the data similarly to how you would for the Manual Upload option. 
   1. Note: This data (most notably the groups) is case and space sensitive. Make sure that you are typing the exact email and group name. We recommend copying and pasting to ensure this.
6. Save the file to your computer and return to the Upload Learners modal.
7. Drag and drop or Upload the file from your computer and click Preview Upload.
8. Review the preview of your import file. If all looks good, click Approve or click Disapprove if something looks off. 
9. Once approved a Notification modal will open where you can choose to notify your learners now or at a scheduled time later.

As the invitation emails are sent, your users will be listed on the Learners page. You can also review previously imported spreadsheets on the Import Learners Page.

*Note: This is a feature available to active subscriptions. 

As the invitation emails are sent, your users will be listed on the Learners page. 

You can also review previously imported spreadsheets on the Import Learners Page.

*Note: This is a feature available to active subscriptions.