Admin - People

How to create and update new users, including managing invitations and passwords.

17 articles in this collection
Written by David King and Support

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.

Written by Support
Updated over a week ago

Creating and updating users

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

There are a range of different admin types (permissions, access levels).

Written by Support
Updated over a week ago

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

The 'Force Password Reset' option will force a user to set a new password when they next log in to your portal.

Written by David King
Updated over a week ago

Having a problem with a spreadsheet upload or CSV upload?

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

Written by David King
Updated over a week ago

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.

Written by Support
Updated over a week ago

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

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

Written by David King
Updated over a week ago

How do I create custom user fields?

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

Written by Support
Updated over a week ago

How do I update a person's details?

You can edit the profile and manage the enrolments of existing users in your portal.

Written by Support
Updated over a week ago

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.

Written by Support
Updated over a week ago

How do invitation emails work?

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

Written by Support
Updated over a week ago

How do I deactivate or delete a person?

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

Written by Support
Updated over a week ago

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

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

Written by David King
Updated over a week ago

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.

Written by Support
Updated over a week ago

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 a CSV spreadsheet upload.

Written by Support
Updated over a week ago

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.

Written by Support
Updated over a week ago

How do I create or save custom user searches?

You can save frequently used searches on the People page in Admin.

Written by Support
Updated over a week ago

How do I assign managers and mentors to people?

All users in Tribal Habits can have managers and mentors assigned to them.

Written by David King
Updated over a week ago