User management is at the core of Levelup. Our simple and intuitive platform makes it easy for admins to add users and create user groups which share common privileges. In this article, we would look at how you can add a user & create user group on Levelup

In the following post, we will learn about how you can add a user and create a user group on Levelup.

User Registration on Levelup

A learner can register on Levelup in two ways – when they register themselves or when an admin can send them a request. Let us learn how you can add a user to Levelup as an admin.

Steps to Add a User as an Admin

Click on the ‘settings’ menu (the gear icon).

Choose the ‘Users’ option.

You will be redirected to the Users page.

Click on ‘Create New’

On the ‘Add User’ page, you need to add the following details

1. Select the department from the dropdown menu

2. Enter the first name of the user

3. Enter the last name of the user

4. Enter the official email address

5. Choose the user group you want the user to be included in. You can choose from ‘Learner,’ ‘Admin’ or ‘Trainer’

Once you are done, click on ‘Save.’

You will get a popup confirmation and the user will be added to the list.

How to Edit the User Details?

You can also edit the user details by clicking on the settings (ellipsis) button beside the user you want to edit.

Importing Users on Levelup

Instead of adding users manually, one by one, you can also import all your users in one go. This can be done by uploading an Excel in a specific format.

Steps to Import Users as an Admin

Here is the process that you need to follow:

On the Users page, click on ‘Import Users’ on the top right corner of the screen, beside ‘Create New’.

A popup window will open up, where you can upload your Excel file with users.

Download the template by clicking on the link given in the popup window.

After downloading the file, make sure that you enter the data in the correct field. IMPORTANT: Make sure that you avoid mistakes while entering the data in the given fields. DO NOT change the layout, add fields or make any other changes to the template file.

You can rename the file, as per your convenience and save it in your local storage.

Click on the ‘Browse’ button and upload the file.

Once you are done, click on ‘Import’.

What is a User Group?

A user group can be defined as the collection of users who share some of the common privileges. By default, the following user groups are created.

Admin: These users have extensive control over everything that can be customized, ranging from courses to themes.

Trainer: They can create and edit courses and paths and edit certain other things that are related to training delivery.

Learner: Learners have limited control over the system. They can control their own accounts, enroll, and start courses and get certifications.

Apart from the ones mentioned above, you can also create your own user groups. Let us find out how you can create a user group.

Steps to Create a User Group

Click on the ‘settings’ menu (the gear icon).

Choose the ‘User Groups’ option.

You will be redirected to the User Groups page.

Here, there will be a list of default user groups as mentioned above. Please note that you can edit these groups or add users to these groups by clicking on the ellipsis beside them.

If you want to add a user group, you can click on ‘Create New’

You will be redirected to the ‘Add User Group’ page.

Here, you would need to add the following details:

Enter the name of the group.

Use the toggle switch to keep the group active/inactive

Choose the permission group which will determine the privileges the group will have. Click here to know how you can create a permission group.

Click on ‘Save’

You will get a popup confirming that the new user group has been created.