Who is this article for?

Admins who need to add users and manage their roles in Ideagen Learning.

Admin access is required to perform these actions.

This article explains how to manually add users or import them into Ideagen Learning, and how to assign or change their roles.

🪜 Steps

Step 1: Manually adding a user

• Navigate to Manage Users and click the Add button.
  
• In the Add User window, enter the user’s details:
  • Name
  • Username
  • Email address
• Select the user role:
  • Options include Trainee, Admin, Instructor, Editor, or a combination of Trainee plus other roles.
  • The Trainee role is selected by default.
    
• Click Save.
• The user receives a Welcome Email with their username and a link to set up their password.
  

Step 2: Change user permissions

• After adding a user, assign additional roles or modify existing ones based on their responsibilities.

🧩 User roles

• Admin
  Has full access to administrative features such as managing groups, importing users, and scheduling lessons.
  Note: Admins cannot view lessons unless they also have the Trainee role.
• Trainee
  Can view content and have lessons scheduled. Cannot perform administrative tasks.
• Editor
  Can create and edit lessons within the platform.
• Supervisor
  Manages users within a group. This role is granted when a user is added as a Supervisor or Direct Manager.
  Note: This role cannot be selected manually in the role field.
• Instructor
  Acts as a face-to-face trainer. Can create session dates/times, mark training outcomes, and close sessions.

💡 Tips

• Always assign the Trainee role if the user needs access to lessons.
• Combine roles when necessary to match the user’s responsibilities.
• Use the import feature for bulk user creation to save time.

📚 Related articles

• Managing existing users
• Understanding the Editor role