For customers with a CoreCompliance subscription only
This article explains how to add users to your Skillcast CoreCompliance portal and send them an invitation email. You can add users individually if you only need to invite a few people, or use bulk upload if you need to add several users at once.
To add and invite users, you need an active subscription and the relevant administrator permission to access the Manage area.
How to add and invite users
To get started:
Open the Manage page.
Go to Manage users chart.
Select Manage Users.
Add users individually
Use this option when you only need to add one or a small number of users.
Select Add users on the right-hand side of the page.
Enter or copy and paste the user’s first name, last name, and email address.
To add another person, select Add another user.
Repeat the process until you have added all required users.
Scroll down to the invite notification email section.
Add a personal message if required.
Select Send invitations to email the users.
The users will receive an email notification inviting them to access the portal.
Add users using bulk upload
Use bulk upload to add multiple users at the same time.
Open Manage.
Go to Manage Users chart.
Select Add users.
Select Upload users.
Download the file template.
Complete the required information for each user.
Save the completed file.
Locate and upload the relevant file.
Select Add users.
Once the upload is complete, scroll down to the invite notification email section.
Add a personal message if required.
Select Send invitations to email the users.
User details required
When adding users, make sure the details are accurate before sending invitations.
Field | What to enter |
First name | The user’s first name |
Last name | The user’s surname |
Email address | The email address where the invitation should be sent |
Assign mandatory courses
After users have been added, you may also need to assign courses to them. If a course should be completed by a user, you can assign it as mandatory from the relevant course assignment area.
Tips
Check that each email address is correct before sending invitations.
Use bulk upload when you have a larger list of users to add.
Add a personal message if you want to include extra context in the invitation email.
Make sure your uploaded file follows the downloaded template format.
Conclusion
You can add users one by one or through a bulk upload, depending on how many people you need to invite. Once the user details are entered or uploaded, send the invitation email so users can access the portal.
If you need further assistance, please contact [email protected].