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Add users

You can add users through the Admin tool, manage team members or create user form

Andreea Nicoara avatar
Written by Andreea Nicoara
Updated over a month ago

πŸ“ŒNote: If you don't have the relevant permission configured address this to your Head office or use the Access Digital Assistant for further support.

⚠️ Important: To check your permissions, click your initials in the top right corner of your CPL Learning account. This will show you which method you can use.

Manage team members

To create a new user, follow the steps below:

  1. Login into the console.

  2. Click the circle with your initials.

  3. Click Manage team members.

  4. To create a new user, click add team member.

    • Complete general information and employment information.

    • You can add or edit the email address.

    • You can see the employee username once they confirm it.

    • Status will change to Awaiting team member if the user did not activate the account.

    • If the user hasn't received his automatic email with his first-time login details click the Resend invite button below the general information section to resend it.

  5. Click Add team member at the bottom page.


Admin tool

Note: If you are a site license please make sure after you create a new member of staff to send your employee first login details to their email address, as this won't be sent automatically by the admin tool.

To create a new user, follow the steps below:

  1. Open the Admin Tool.

  2. Click Add, then select Employee.

    • Fill in the user's details: name, job position, and site.

    • The login details automatically populate in the user details box.

  3. Click Save.

πŸ€“β€‹Tip: To view or manage your employee details follow the steps in the article.


Create user form

To add new employees using the create user form please follow the steps:

  1. Log into the create user form.

    • Use the same login details from your console.

  2. Click Create user, then fill in the details.

    • Once added make note of the user login details, this is shown across the top of the screen.

    • The login format is:

      • Username is first name and surname all one word, all lower case.

      • Password is their date of birth in the format ddmmyyyy.

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