After your Upgrade this is how to add one user/learner

Created by Jo Jones, Modified on Tue, 29 Jul at 11:45 AM by Jo Jones

After your Upgrade this is how to add one learner



You can add a user using their email address or a username if they don’t have an email.

 

  • First, click on "Users".
  • Click on "Add a user".
  • Fill out the learner's information. 
  • The first and last name fields are REQUIRED.
  • Other fields are OPTIONAL.
  • Scroll down to the "Atlas access" section.
  • Here, you can configure how your user will access their eLearning — either via email or username.
  • How will your user log in?
  • Toggle the switch to select "Yes" if the user will log in via their email.
  • Enter their email address
  • NOTE: Once the user is added, the automatic email login link will be sent to them immediately.
  • Toggle the switch to select "No" if the user doesn't have an email.
  • Create and enter a username and a password.
  • Be sure to save the username and password. It's your responsibility to provide them to the user!
  • Set the access rights by selecting the appropriate access type ‘Learner’ from the dropdown menu.
  • Check the box next to the access type.
  • Toggle the button to enable or disable multi-factor authentication.
  • Click on "Save details" to finish.



Select the arrow to watch a quick demo:



FAQs


If you can't create a new user because the system flags the email or username as the one that is already in use, it means that this email or username is already in use within the Atlas system. This doesn’t necessarily mean it’s associated with your company, but rather that the email or username is linked to another product or company within Atlas.



If the issue is with an email, there are few options:


1:

Confirm email usage and request to free it up by asking the user to confirm if they’ve used this email with any other company or product in the Atlas system (iHasco, uCheck, Smas, etc.) If they have, they will need to contact that company and request to free up their email by:

  • Deleting their profile from the company’s account, or
  • Changing the email address to a username in their account.


2:

Ask your new user to provide or create a new email address that will not have been used on the Atlas system.

Some email providers allow an email alias as an alternate email address that forwards messages to the primary email account.


3:

Use a username for login instead of an email to cut down on the time spent communicating with the user and the other company, you can set up the user with a username login, instead of the email address, however they will not receive automated emails. 



If the issue is with a username, try adding numbers at the end of the username. For example, instead of Alex.Smith, try Alex.Smith2


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