Admin - PeopleHow to create and update new users, including managing invitations and passwords.
Having trouble with a user logging in?
Responding to questions about invitation emails, setting passwords or Single-Sign-On problems.
Creating and updating users
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.
You can edit an individual person or user to manage their profile and enrolments.
You can add up to 20 fields of custom data to your user profiles to improve reporting and managing users.
When creating a new user, there are several mandatory and optional fields you can complete for their profile.
You can send invitation emails to new users when you initially create them up or at any time.
If you need to remove a person from your portal, you can deactivate or delete them.
When creating a new user, each user can be designated as one of three types - staff, clients or prospects.
Standard Fields are the default fields for user data and include some mandatory / compulsory fields.
Users can take on a range of roles within your Tribal Habits portal.
Advanced people management functions
You can upload new people, update existing people and manage large enrolments via spreadsheet upload.
By using the LOGIN field for each user, you can manage both internal (SSO) and external (Non-SSO) users in the same portal.
You can save frequently used searches on the Users page in Admin.
All users in Tribal Habits can have managers and mentors assigned to them.