Advice and answers from the Tribal Habits Team

Having trouble with a user logging in?

Tips for Admins helping new users to log in!

Responding to questions about invitation emails, setting passwords or Single-Sign-On problems.

Written by David King
Updated 2 months ago

Creating and updating users

How do I manage the people in our portal?

Admins can use the Users tab on the People function to review your users, filter and search for groups as well as enrol people in knowledge.

Written by Jordan Early
Updated 2 months ago

How do I update a person's details?

You can edit an individual person or user to manage their profile and enrolments.

Written by Jordan Early
Updated 2 months ago

How do I create a new user?

When creating a new user, there are several mandatory and optional fields you can complete for their profile.

Written by Jordan Early
Updated 1 month ago

How do invitation emails work?

You can send invitation emails to new users when you initially create them up or at any time.

Written by Rolf Lawrenz
Updated 2 months ago

How do I deactivate or delete a person?

If you need to remove a person from your portal, you can deactivate or delete them.

Written by Jordan Early
Updated 2 months ago

What's the difference between Staff, Client and Prospect users?

When creating a new user, each user can be designated as one of three types - staff, clients or prospects.

Written by David King
Updated 1 month ago

What are the Standard Fields for users (default fields)?

Standard Fields are the default fields for user data and include some mandatory / compulsory fields.

Written by David King
Updated 1 month ago
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Advanced people management functions

How do I bulk upload or update people?

You can upload new people, update existing people and manage large enrolments via spreadsheet upload.

Written by Rolf Lawrenz
Updated 2 months ago

How can I have both single-sign-on and external users in the one portal?

By using the LOGIN field for each user, you can manage both internal (SSO) and external (Non-SSO) users in the same portal.

Written by David King
Updated 2 months ago

How do I create or save custom user searches?

You can save frequently used searches on the Users page in Admin.

Written by David King
Updated 2 months ago

How do I assign managers and mentors to people?

All users in Tribal Habits can have managers and mentors assigned to them.

Written by David King
Updated 1 month ago
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