How do I find a user to add to a live training?

Once an admin has added users to your account, you can find users to add to your live training. If adding users via CSV file, the CSV should contain only users you want to add to the specified live training.

Notes:
•   Some features may be restricted based on permissions for your user role.
•   Adding users to your live training immediately sends a training invitation email to all users.

Open Author Menu

In the Global Navigation menu, click the Author icon. Then, click the Live Trainings menu option.

Note: The Global Navigation menu may differ depending on what is enabled in your account.

Open Live Training

Open Live Training Course

On the live trainings page, click the name of a training.

Open Learners

Open Learners

On the live training details page, click the Learners tab.

Add User

Add Learner

Click the Add Learner button [1]. To add multiple users via CSV file, click the Add via CSV link [2].

Note: Adding users to your live training immediately sends a training invitation email to all users.

 

Adding Users to a Session via CSV

To add users to a specific session via the csv option you will need a file containing only their uid. Click on the three dots in the top right hand corner of the session card [1] and select Learners [2].

Once in the learner's section, you will see 'add via csv' above the learner's list. This can be done in past, present, and future sessions. When done in sessions that have already occurred it will automatically mark those users as attended.

Find User

Find Learner

In the text field, enter the name of a user in your account. Click the name when it appears.

View User

View Learner

View the user in your training.

Remove User

Remove Learner

Users can be removed as long as the user has not completed the training. To remove a user, locate the user and click the Remove icon. Learn how to remove multiple user via CSV file. You can also remove users from individual sessions.

Note: If a user cannot be removed, the user was added to your live training through a group. The only way to remove the user is to edit the user's group or remove the entire group from the live training. See the Groups tab to identify the user's group.

Confirm Removal

Confirm Removal

To confirm, click the Remove link.

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