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.

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

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

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

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

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

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

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. You can automatically schedule user deactivation too.

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

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

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

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

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

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

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

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

In this article, we discuss our support for non-English languages (localisation / internationalisation).