First name (Required).

Last name (Required).

User name (Required - Must be unique): This is the unique identifier for this user. It is often just their email, which you then repeat in the email field again below. However, it may be a staff ID number or another login name. The User Name should, ideally, never change. It should be the constant ID for this person - this allows their email to change over time without impacting long-term data reporting. Once again, using a person's email for their user name is very popular - just insert their email in both fields.

Email (Required - Must be unique): If the User Name is also their email, just re-enter their email address here again. Users can log in with either their user name or email address. This field must be a valid email address.

Type (Required): Staff, Client or Prospect. Defaults to Staff. Click here for more information.

Manager 1-5 emails: These are optional fields, which you can add when creating a new user or later. You can enable notifications to Managers in selected topics, allowing this person's manager to be notified as this person achieves selected milestones in the topic. A valid email address for their manager is required here for the notifications to activate. In addition, if the manager is also a user in your platform, then the manager will see this person on their Team page.

Mentor email: This is an optional field, much like the Manager email. It allows a mentor (or another stakeholder) to be included in notifications. Unlike the Manager email function, Mentors have no 'Team' view of their mentees.

Login (Only visible if SSO is enabled - Required): Internal or External. This field will only be visible in organisations that have single-sign-on enabled. Internal users are users within your SSO environment (and therefore do not need a Tribal Habits password, as they will log in via your SSO process). External users are users outside your SSO environment, who will need to set a password and log in via the external login page. Click here for more information.

Platform Champion: This is a programmed field and cannot be edited. The field will be set to 'Yes' if the user is listed as a Tribal Habits champion in the 'Contacts' area of your portal's Subscription page. Click here to find out more.

Admin: This is an optional selection. If enabled, the person will gain Administrator rights to your portal. Please note that you cannot see this choice for your own user profile - this prevents you from accidentally removing your own Administrator rights. Also, only Administrators with Super Admin Access level can edit this option.

Admin Access: This option is available to organisations with an Active 50 or higher subscription, and can be enabled for users who have the 'Admin' field set to 'Yes.' By default, admin access is set to 'Super,' but there are additional access levels available that offer varying degrees of administrative privileges (including Standard, Knowledge, Instructor, Reporting and Restricted). Click here for more information.

Timezone: This option is only applicable for admins who may be in a different timezone to the organisation's default timezone. For more information about how timezones are managed, click here.

Creator: This is an optional selection. If enabled, the person will gain the ability to create content in your portal. Please note, this privilege is separate to admin access (meaning users can be creators without having any admin access). Also, only Administrators with Super Admin Access level can edit this option.

Team Leader (Yes/No): This is a programmed field and cannot be edited. The field will be set to 'Yes' if the user is the manager of another user. Click here to find out more about how managers (or team leaders) are assigned.

Enabled (Yes/No): Notifications are enabled for all users by default. This setting can be changed to 'No' if you want to prevent a user from receiving any notifications from the portal. Click here to learn more.

Learner Report: Learners can receive a report via email based on a set schedule. This field displays the frequency of this report, if enabled.

Assessor Report: Assessors can receive a report via email based on a set schedule. This field displays the frequency of this report, if enabled.

Team Leader Report: Team leaders can receive a report via email based on a set schedule. This field displays the frequency of this report, if enabled.

LMS Learner ID (only visible if LMS Link is enabled): This is the unique user ID (called a Learner ID or Student ID) in your LMS. This is often a number, but it can be a dedicated username or email address.

LMS Reference (only visible if LMS Link is enabled): An additional reference to prevent the case of duplicate ID numbers when multiple LMS links are in use. This is typically the name of the LMS of that user (e.g. Skillsoft or Docebo).