Onboard and Manage your Users

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Onboard and Manage your Users

Role Overview

As an administrator, it is up to you to import users into the system and assign them roles.

Vlearned Tip: An email address can only be assigned to one role in an organization. If you wish to assign one person multiple roles, you can use an alternate email address and assign a different one.

An account can be associated with any of the roles shown below

Assigning a user role in your organization

When you access your organization you will see an overview of the roles available for your organization.

You can click on any of the roles to start onboarding users in that role.

Vlearned Tip: The onboarding process is the same for all the roles. For a guiding example, we shall go through the Admin onboarding process below.

Adding administrators can be done in two ways; individually or in batches.

Assigning an Individual Role

To assign an administrator one by one, click Add an Admin and onboard an administrator using the form details provided.

Administrator basic information

Vlearned Tip: A default password will be generated for the user. No need to remember this, the user will receive a password reset ticket automatically.

Administrator Address Information

Organization Designation Information

Assigning a role to a batch of users

Alternatively, we understand that many organizations already have their existing user bases and there is usually a need to migrate these users to a system like Vlearned. We provide a straightforward bulk import onboarding mechanism using a CSV file.

Bulk Import Do's and Don'ts

Bulk import's require you to adhere to some strict guidelines such as file formats, email validity and user limits to name a few.

You will know have done the right thing when your screen looks like this:

However errors may occur which may result in an unsuccessful import. One such error is illustrated below:

Role Based Access Control(RBAC) means each user can be assigned one role in your organization at any given time.

For all the nitty gritty details follow the link below:

Managing a user

After onboarding a user, clicking on their email takes you to the Role Manager and Danger Zone modules.

Role Manager

The role manager is in equal parts useful and dangerous. You can change a user's role in this section but doing so will result in loss of access to their previous role and all actions taken in it. The role manager displays the current role of the user and gives you options for the new role you would like to assign.