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

Kathleen McGahey

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?

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 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?

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

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?

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? How can I restrict admins or assessors to specific 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?

Your user's profiles have separate tabs for topics and pathways. These allow you to manage the enrolments of a specific user.

How can I manage a specific users 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?

Advanced people management functions

Find answers and get help from Intercom Support and Community Experts

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