Tribal Habits

If you're unable to locate a user in your portal, it's very likely they've been deactivated.

I can't find a user, what should I do?

Steps to grant admin permissions and details of the different admin access levels and permissions available depending on your subscription.

How are new administrators created and how is admin access managed?

Admins can reset a user's password to force them to set a new password when they next log in to the portal.

How can I force a person to reset their password on their next login?

Let's review the top causes of errors when trying to upload people or enrolments via spreadsheet / CSV.

Having a problem with a spreadsheet upload or CSV upload?

Admins can use the People page to review users, add users, filter and search for groups, and enrol people into knowledge.

How do I manage the people in our portal?

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

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

You can add up to 20 fields of custom data to your user profiles to improve reporting and managing users.

How do I create custom user fields?

Admins can edit the profile and manage the enrolments of users in your Tribal Habits portal.

How do I update a person's details?

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

How do I create a new user?

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

How do invitation emails work?

If you need to remove a person from your portal, you can deactivate or delete them. You can automatically schedule user deactivation too.

How do I deactivate or delete a person?

Users can be granted a range of access levels within your Tribal Habits portal.

What user access levels (roles) exist in Tribal Habits?

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

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

Each user's profile has an Access panel, which allows admins to view and manage certain actions related to user access.

How do I manage a users access?

The Permissions panel manages user permissions for admins and creators, as well as showing Team Leader status.

What is the Permissions panel on a user profile for?

The account information panel is non-editable information regarding details on their user creation and activity.

What is the Account Information panel on a user profile for?

Our "Bulk upload or enrol" feature allows admins to create and update users via a CSV / spreadsheet import.

How can I upload, import or update people in bulk or via a spreadsheet?

Tribal Habits supports CSV imports and bulk uploads of people, enrolments, training data and more.

How do I import a CSV of users, training or data?

Roles can be created or updated in bulk using a CSV file / spreadsheet. This article guides you through the steps.

How can I create or update Roles in bulk or via a spreadsheet?

How can I create or update Competencies in bulk or via a spreadsheet?

How can I create or update Skills in bulk or via a spreadsheet?

How can I update Lists data for Custom Fields in bulk or via a spreadsheet?

How can I create or update Tokens in bulk or via a spreadsheet?

David King

Lou Monsour

Kathleen McGahey

Creating and updating users

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