This guide is only applicable to Users who access the LMS via Workspace. If you don't use Workspace, please see the guide Create a new User for creating new Users directly on the LMS.
Once logged in to Workspace, click on to go to the Members section.
This will open up the Members tab and will display all of your Users.
Click on the Invite button.
Enter the email address of the person you wish to invite to Workspace, add a personal message for the recipient (optional) then click Invite.
Close the confirmation window.
The User account will be pending until they log in and create their password.
Once the User account is active, search for them using the search field.
Click on the three dot menu on the User's card and select Manage Roles.
Under the Products section, choose either User or Administrator from the Learning dropdown according to the level of access they will need.
Note: Organisation Role sets the access level for the User within Workspace.
Click Save Changes.
Ticks the system role Administrator on the User's profile within the LMS and the user has the permission to:
Creates a standard User on the LMS with no special permissions.
The User can access their own activity and, if they are a manager, they can monitor the activity for their Reports (see the guide What are System Roles? for more details on what a Line Manager can do).
The user will not be able to access the LMS and will not see the Learning option in the 9-dot menu.
If the user had access previous, this will remove their access.
Click on Apply to confirm the role allocation.
Any other system roles aside from these can be allocated to the User within the LMS. Please see the guide Allocate System Roles.
Super Administrators permissions cannot be applied using system roles but instead are managed by adding a user to the Super Administrator users group. See the guide Create a Super Administrator.
You will briefly see a status window. Once the role has been applied to the User, click on Close.
The User will now be able to access the LMS via the 9-dot menu.
The User will be placed in the default Organisation Unit on the LMS. An Administrator needs to move them to the correct Organisation Unit where they sit in the hierarchy. See the guide Move a User's account for how to do this.