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Adding users and building teams

How to add teams and users to teams.

last updated 1/4/23

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OA1. Add users

Add individually or in bulk

This video explains how to add users.

 

 

If you prefer text instructions, continue below!

To add a user to SymTrain, you must be logged in as an administrator (admin).  

Go to your avatar (initials in upper left corner) and choose Org Admin from the dropdown menu.

Then click on "Users" on the left hand side of the screen.

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Next click on "Add" in the upper right hand of the screen revealing two choices, adding a user manually or uploading a spreadsheet (.csv) of many users.

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If adding a user manually, click "Add User". Then fill in name, email, username, the role of the user (Trainee in the graphic below) and the Org/Division and then click the Save Changes button.  If your organization has "divisions" or organizations areas such as sales and support, you can add these and then add a user to that division.  Otherwise, they will be added at the organizational level.

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You can also use an Excel .csv template to add users in bulk. 

1. Click on Add in the upper right corner.

2. Click on Import/Update Users.

3. Click on Download Template.

4. Fill out the template.

5. Drag the file where indicated below or click to upload it, Then click on Import