Tribal Habits

One (or more!) of your learners isn't receiving their notification emails. Find steps to help you troubleshoot here.

Why aren't learners receiving Tribal Habits notification emails?

There are several possible ways for users to access a Tribal Habits portal.

What are the different ways users can log in to Tribal Habits?

Uh oh. You've identified two accounts for the one user and need to correct it. This article explains your options and next steps.

Can duplicate user profiles be merged?

David King

Lou Monsour

Joey Halbert

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

Admin - People

Steps for admins to troubleshoot problems with users logging in on the standard login page.

Troubleshooting user login problems for standard login page

If you are having problems with setting up your SSO or with users accessing your SSO portal, this article can help!

Troubleshooting user login problems for Single-Sign-On (SSO)

Steps for admins to troubleshoot problems with external users logging into a portal with Single-Sign-On (SSO) enabled.

Troubleshooting user login problems for external users in an SSO portal

Troubleshooting user login problems for parent admins in a child portal

Troubleshooting user login problems for LMS Link

A guide for Admins on troubleshooting and responding to questions about invitation emails, setting passwords or Single-Sign-On problems.

Tips for Admins helping users to sign in or log in

Having trouble with a user logging in?

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?

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?

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?

Learn how to add a new user (person) in Tribal Habits, including required fields, optional custom fields, and how to manage invitation emails.

How do I create a new user?

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

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 must be designated as a 'type'.

What is the 'type' field used for when creating or updating people?

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?

Tribal Habits supports multiple languages for learner-facing system text (platform interface), while Creator, Admin, and ready-made library content currently remain English-only.

How does Tribal Habits support multiple languages?

The Profile element lets creators collect profile data from learners in topics. This article covers how admins can enable and manage it.

How can I enable the Profile element in my portal?

The Landing Page setting controls which page users see first after logging in. You can set a default landing page for the portal or assign custom pages for specific users…

How can I manage my portal's landing page?

Requirement records can be populated in bulk using a CSV spreadsheet.

How can I import Requirement data via CSV?

A CSV import process can be used to move External Knowledge records to the Requirements feature.

How can I migrate External Knowledge records across to a Requirement element?

Creating and updating users

You can upload new people, update existing people and manage large enrolments (or unenrolments) via a CSV spreadsheet upload.

How do I bulk upload or update people?

By using the LOGIN field for each user, you can manage both internal (SSO) and external (non-SSO) users in the same portal.

How can I have both single-sign-on (SSO) and external users in the one portal?

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

How do I create or save custom user searches?

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

How do I assign managers and mentors to people?

The Groups feature allows organisations to group users so that admins and assessors can only manage users within the groups they belong to.

What does the 'Groups' feature do and how can I create new groups?

User profiles have a Timeline tab that you can run a Timeline report specifically for that selected user.

How can I report on a specific user?

Each user's profile in Admin has a separate tab for managing topic and pathway enrolments.

How can I manage a specific user's enrolments?

Each users profile has a History tab, this is helpful for reviewing knowledge history, history by category and full history of learning.

How can I view a users learning history?

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

Admins can schedule and send announcements to all users across their portal.

How can I publish announcements to users in my portal?

Admins can send one-off email messages to one or more users, either individually or in bulk.

How can I send one-off email messages to users in the platform?

In this article we will learn how to impersonate a user in your portal for troubleshooting purposes.

How can I impersonate a user?

Matthew Mast

Advanced people management functions

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.