Adding a User with Quick User Add
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Adding a User with Quick User Add

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Article Summary

To add a user:

  1. From the Admin menu, select User Admin.
  2. Select Quick User Add. The Quick User Add workscreen displays.

Quick User Add

  1. Complete the settings in the Quick User Add workscreen.
  2. To save the user, click Save. To save the user and add another user, click Save & Copy.
Clicking Save will clear all fields of all previously entered data. Clicking Save & Copy will clear all fields EXCEPT Title, Division, Team, and Learning Plan, if these fields are included. This will allow for rapid entry of many users with the same information without having to re-select the fields each time.

The user is added and their password is emailed to them.

Settings

All settings in the Quick User Add workscreen are required. If a field does not display in the Quick User Add workscreen, it's because it hasn't been configured by the administrator. The fields displayed in the Quick User Add workscreen will depend how it has been configured.

Primary Email

This setting only displays if Quick User Add has been configured to require the user's email address. Enter the user's email address.

Supervisor

This setting only displays if Quick User Add has been configured to require Employee ID and the user's supervisor. Select the supervisor who should receive the user's emails.

Alternate Email

This setting only displays if Quick User Add has been configured to require the Employee ID and an alternate email. Enter the email address to which the user's emails should be sent.

Employee ID

This setting only displays if Quick User Add has been configured to require the employee ID. The user's employee identifier.

Given Name

The user's first name.

Surname

The user's surname.

Title

This setting only displays if Quick User Add has been configured to include it. Select the user's title from the list. 

Division

This setting only displays if Quick User Add has been configured to include it. Select the user's division from the list. 

Groups

Select the user's home group from the list.

Teams

This setting only displays if Quick User Add has been configured to include it. Select the team(s) to which the user belongs.

Learning Plans

This setting only displays if Quick User Add has been configured to include it. Select the user's learning plan(s).


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