How to Create Learner Accounts and Assign Training

Inviting a New Learner to Your Site and Assigning Content

Add learners to your site and grant access instantly through the manager interface. Read on to learn how to invite them via email for quick access to specific sublicenses.

While there are multiple ways for a learner to get access to your learning site and content, inviting a learner to your site and granting them access to specific content through an email invitation is the simplest option for one-by-one additions.

Use Case Information

Use this process if you want a small number of learners to receive an email invitation to your learning site. You have to assign at least one component of access a sublicense if you are inviting learners one by one in the manager interface.

How to Invite a New Learner to Your Site

From your homepage, select Users > Learners.
In the top right, select the Gear icon > Add Learner.
Enter the learner's first name, last name, and email address.
If you would like to send a customized message in the learner's email invitation, complete the Invite Message field.
Click Invite at bottom right.

Notes, Tips and Considerations

Invitation Expiration

Learner invitations do not expire. If you would like to revoke the invitation, you must disable the user so the invitation will no longer be valid.

Valid Email

The learner will receive an email invitation to the learning site, so be sure to enter a valid email address.

Password Creation

When the learner accepts the invitation, they will be prompted to generate a unique password for future logins.

Terms and Conditions

Learners need to agree to terms and conditions before proceeding to the learner dashboard.

Assigning Content to Existing Learners

Learners can elect content from your catalog and other front end content displays. Additionally, you may have content that you want to map or assign to Learners. In order to begin assigning content, you will need to open the Learner profile and open the Access tab.

1. Once you have the Access tab open, search for content to assign. Content includes two areas. The first is for mapping courses, ILT sessions, micro learning, etc. It is a "smart type" field where you can click inside the search for content box, or you can begin typing to quickly locate the content.

2. Add as many items at once as you need. Select Add Content to push the selections to the Learners Activity Widget.

TIP: Content available reflects content provisioned to your Panorama and Sublicense. If you cannot locate what you seek then reach out to you CSM to make certain that you have access to assign from that library.

3. Once content is assigned to the Learner, it will appear on their Activity widget under the My Training tab.

TIP: Content not started with provide a Begin or Start button on the right side. Once the learner opens the content, the button will change to "Continue" as depicted. The content will remain in the My Learning tab until it is completed. Users may decide to remove content that is no longer relevant, and that content will move to the Removed tab. You will have access to the Learner removed items from the Administrator navigation shown above under the Access tab.