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Manage Group Users

  1. Go to the Manage tab and select your Group from the dropdown.

  2. Click the Users tab.

  3. Click Create Users and select Create User to add a new user.

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  4. Enter the required details:

    • First and Last Name
    • Email (required)
    • Role
    • Language
    • Expiration (optional)

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  5. To add multiple users at once, click Create Users and select Import Users.

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  6. Upload your completed CSV file and click Next.

  7. To add existing users to the group, click Add Users.
  8. Search by name or email, select the user(s), and click Add.

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  9. To remove a user from the group, locate the user in the list.

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  10. Click the Delete icon and confirm.
  11. To transfer a free trial user, click Transfer Trial.
  12. Enter the trial user’s email and click Transfer Users.
  13. The user’s data and progress will transfer to your account.

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  14. To manage multiple users at once, check the box next to one or more users.
  15. Choose an action:
    • Email – Send an email to selected users
    • Expire – Set or update an expiration date
    • Delete – Remove users from the account
    • Group – Move users to a different group

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  16. Use the filters at the top to narrow results:
    • Date dropdown (Last Access)
    • From / To date range
    • Search bar to find a user by name

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