This article explains how to set up eLearning access for existing users if you already use other Citation products and have recently purchased iHasco training.
Step-by-step instructions
Individually
Individually
Go to Users.
Find the user whose rights need to be updated, click the three dots in the Actions column and select View/Edit User Details.
Scroll down to the Access rights section and click the field to open the dropdown menu. Under iHasco eLearning, select Learner.
Click Save details.
In bulk
In bulk
Step 1: Download the User Data file (in Atlas)
Go to Users.
In the top-right corner, click the three-dot menu and select Download User Data.
Read the instructions, then click Download User Data. The file saves to your downloads folder as an .xlsx spreadsheet.
Step 2: Update your users (in the file)
Open the file in a spreadsheet application such as Microsoft Excel, Apple Numbers, or Google Sheets.
In the Profile(s) column, keep any existing profiles and add "Learner" for each user who needs access to eLearning. Separate "Learner" from the existing profile(s) with a comma, as shown in the image below.
Save the file and close it.
Step 3: Import the file (in Atlas)
Back in Atlas, go to Users.
In the top-right corner, click the three-dot menu and select Import User Data.
Read the instructions, then click Select a file to import.
Find the file you just updated, select it, and click Open.
If Atlas finds any errors in your data, the affected fields are flagged in red. Hover over each to see a hint explaining what's wrong, then correct it directly on screen. All issues must be resolved before import.
Click Import data to apply your changes.
Note: Users will not be automatically notified when the Learner profile is added.
However, they may receive automated reminder emails about new course enrolments, required readings, assessments and other training activities, depending on the reminder email settings you have enabled. To learn more, see How do I start or stop automated reminder emails?