Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Users

Create a new user

Registered users get access to the learning platform. If you're an administrator, you can add, register, and update users. Sign in as an administrator and complete the following steps to create a new user.
  1. From the Home screen, select the gear icon to open the Admin menu.
  2. Select
    Users
    .
  3. Select the green plus (+) icon and select the new user icon.
  4. In the panel that slides out, complete all information. You're only required to complete the fields marked with an asterisk *, but we recommend you fill out all fields.
    note
    • Once you've started entering information, don't select off of this panel. It'll close and your information won't be saved.
    • Enable
      Activate user at the end of the creation process
       if you want to create and turn on this user profile for immediate use once you complete this process.
    • The
      Send
      notification
      option is on by default. If you don't want to immediately notify a user and instead wait until they are assigned to a course, turn this off. Once you assign a course, this user will be notified with their username and details of how to set up a password.
  5. Select
    NEXT
     and assign the user to a branch in your organization. You can't assign the same user to multiple branches.
  6. Select
    NEXT
     and enter Manager information. You can only select users that are already added to the learning platform.
  7. Select
    REVIEW
    and
    CREATE USER
     to complete the new user setup.
  8. If you don't have courses or subscriptions created at this time, select
    CONFIRM
     to finish the setup for this user. If you do have courses and subscriptions, you can enroll them now in a course or assign a subscription plan to this user.

This article applies to:

  • PRODUCT: Tax Professionals Learning Center