Account: Quick User Add
  • 1 Minute to read
  • Dark
    Light

Account: Quick User Add

  • Dark
    Light

Article Summary

The Quick User Add functionality is a feature that enables users with the proper permissions to quickly add new users by specifying a minimum amount of information for the user.

Graphical user interface, application  Description automatically generated

When enabled, the functionality is accessible from the User Admin menu.

Graphical user interface, application  Description automatically generated

These account settings are located in the Quick User Add accordion of the Account Profile workscreen.

Graphical user interface, text, application, email  Description automatically generated

Settings

Be sure to click Save after changing these settings.

Enable to Quickly Add Users

Check to enable quick user add for the account. 

Instructional Message

The text that displays when a user displays the Quick User Add page.

Require

Select one of the following options:

  • Email - An email address for new users will be required.
  • Employee ID - An employee ID for new users will be required. Selecting this option will require you to specify whether the user's email should be sent to their supervisor or an alternate email address.
  • Both - An email address and employee ID for new users will be required.

Send Email To

This setting is only applicable if the Require setting is Employee ID. Select one of the following options:

  • Their Supervisor - Selecting this option will require that the user's supervisor be selected when the user is added with the Quick User Add.
  • An Alternate Address - Selecting this option will require that an alternate email to be entered when the user is added with the Quick User Add.

Available Titles

Enter the titles that will be available from the Quick User Add page. Separate each title with either a comma, or by pressing the Enter key.

Available Divisions

Enter the division names that will be available from the Quick User Add page. Separate each division with either a comma, or by pressing the Enter key.

Available Teams

Select the teams that you would like to be available from the Quick User Add page:

  1. Click in the field.
  2. Select the team(s).

Available Learning Plans

To select the learning plans that you would like to be available from the Quick User Add page:

  1. Click in the field.
  2. Select the learning plan(s).

Was this article helpful?