Admin - People
How to create and update new users, including managing invitations and passwords.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.
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.
How do I update a person's details?
You can edit an individual person or user to manage their profile and enrolments.
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.
How do invitation emails work?
You can send invitation emails to new users when you initially create them up or at any time.
How do I deactivate or delete a person?
If you need to remove a person from your portal, you can deactivate or delete them.
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.
What are the Standard Fields for users (default fields)?
Standard Fields are the default fields for user data and include some mandatory / compulsory fields.
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.
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.
How do I create or save custom user searches?
You can save frequently used searches on the Users page in Admin.
How do I assign managers and mentors to people?
All users in Tribal Habits can have managers and mentors assigned to them.