Depending on your permissions, you can add users through the Admin tool, the Manage team members section, or the Create User form.
🤓 Tip: To check which method you can use, click your initials in the top right corner of your CPL Learning account. This will show your permissions and which method you can use.
If you don't have the relevant permission configured, reach out to your Head Office or use the Access Digital Assistant for further support.
Manage team members
To create a new user from the Manage team members section, watch our handy video or follow the steps below:
Log in to the console.
Click the circle with your initials.
Click Manage team members, then click add team member.
Complete the general information and employment information.
You can add or edit the email address.
You can see the employee's username once they confirm it.
Until the user activates their account, their status is Awaiting team member.
To resend the email with the first-time login details, click Resend invite.
Click Add team member at the bottom page.
Update an employee's email address
To change or edit the email address of a user, follow the steps below:
Log in to console.
Click your initials on the top right corner.
Click Manage team members, then select the required user.
In the general information section, click email address.
You can now:
Edit the email address.
Change the email address if the user was set up with the wrong one.
Click Save Team Member.
Admin tool
To create a new user from the Admin tool, watch our step-by-step video or follow the steps below:
📌Note: If you're a site license, after you create a new member of staff, you need to send your employee's first login details to their email address. This isn't automatically sent from the Admin tool.
Open the Admin tool.
Click Add, then select Employee.
Fill in the user's details, including name, job position, and site.
The login details automatically populate in the user details box.
Click Save.
🤓 Tip: Once you've created the account, you can easily manage your employee details.
Create User form
To add new employees using the Create User form, follow the steps below:
Log in to the Create User form.
Use the same login details from your console.
Click Create user, then fill in the details.
Make a note of the user login details displayed at the top of the screen.
The login format is:
The username is first name and surname, all one word, all lowercase.
The password is their date of birth in the format ddmmyyyy.