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09. Adding new users at your organization

Objective

To guide admins on adding new users to the user site efficiently and accurately.

Key Steps

  1. Log in using your Admin credentials. For some of you, it's the LibAdmin username and password provided, or your own admin email address and password if you use a separate one.
  2. Navigate to the client hub by clicking on the client hub option on the lower left-hand side or through the profile drop-down in the upper right corner.
  3. In the client hub, select the "Add Users" option from the list.
  4. To add users individually, enter their first name, last name, email, telephone number, and job title, then submit. The user will receive an email to complete their registration.
  5. For adding multiple users, use the "Import Users" option. Follow the sample file format provided for uploading necessary information.
  6. After adding users, manage courses and assign events as needed.
  7. If a user is already registered and you need to add them to your organization, you can do so through the "Assign Existing User" area. Simply find the user, select the check box next their name, and hit "Save."

Cautionary Notes

  • Ensure the accuracy of the information entered for each user to avoid errors in registration.
  • Double-check the file format for importing multiple users to prevent data upload issues.

Tips for Efficiency

  • Keep user information handy before starting the process to streamline data entry.
  • Regularly check for user registrations and assign them to your organization if needed.
  • Familiarize yourself with the system to navigate through the steps quickly and effectively.

Link to Loom

https://www.loom.com/share/8f4b97557d414ffabe9b04b56e21c828

Support

For additional help, please email support@servistarconsulting.com or book a 30-minute help call.

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