This article will walk you through the primary functions of individual learner management in your CBT Nuggets account. See this article for more information about group management. See this article for more details about account roles.
I want to:
- Add a New Learner
- Manage my Learners by CSV
- Remove a Learner
- Update a Learner's Info
- Transfer Ownership
To access the Learner Management section of your account:
- Select your name in the top right of the page
- Select My Account from the dropdown
- Select Learner Management from the list on the left
Adding a New Learner
New learners can be added to your team when you have unused licenses. You can check the total number of licenses you’ve assigned in the Learner Management section of your account.
To add a new learner, select Add a New Learner from the upper right corner of the site.
Enter a first name, last name, and email address.
By default, a new learner will have viewing privileges only. If you would like to make them an administrator, check the Account Admin box. An account admin will be a viewer by default, meaning they will consume a license. If needed, you can toggle viewer permission off.
New learners can be added to your existing groups. They will be a group member (Learner) by default, but can also be assigned admin permissions by selecting the radio button below Group Admin. A learner can be added to multiple groups and can hold different permissions in each group. See our Group Management article for more information.
After you've added a learner or admin to your team, they will be sent a welcome email with an invitation to create their account and password. If a learner has not signed in, you will see the icon next to their name, indicating that their invitation is pending.
To see all of your learners with pending invitations, check the box next to Invitation Pending at the top of the page.
Select Resend to send a new invitation email to all pending learners or to a select group of learners by checking the boxes next to each learner on the Resend Invitations screen.
Managing Learners by CSV
You can also manage learners in your account via the comma-separated values (CSV) tool. To do so, select Manage by CSV from the upper right corner of the page.
Download this CSV if you’d like to edit your existing learners with the option to add new learners at the same time, select Download Template from the Manage Data card.
Download Sample Template:
Download this template to start adding new learners by clicking Download Template on the Download Sample Template card.
The CSV that you download will have four columns: First Name, Last Name, Email, and Account Admin.
Note: Do not delete or edit the column headers; they are required for a successful import.
In the CSV, you can add new learners and make edits to existing learners as needed. The Account Admin column has two potential inputs: “0” for a non-administrator and “1” for an administrator. If you have questions about what an administrator can do, see this article.
Once your edits are complete, click on “Select a file” to upload or drag and drop your updated CSV onto the Import Data card.
After a moment, you will see a list including all new learners added and all edits made. Review this list to ensure accuracy.
Note: This list will only reflect changes to existing learners and new learners added. Unchanged learners will not be listed.
If the changes appear accurate, select Import. You will be routed back to the Learner Management page where you will see a message confirming that your CSV import is processing.
You will receive a confirmation email after your CSV upload has successfully completed.
Removing a Learner
To remove a learner from your account, click on the ellipses [...] to the right of their email address and select Remove.
You will see a confirmation message. To continue, select Remove Learner.
You will no longer see the learner’s training history in your account and their license will become available to assign to a different learner. After removing a learner, your number of available licenses will increase by one. Your total license count will not be reduced. If you need to reduce your license count, please contact us.
Editing a Learner
To edit a learner’s name or assign admin privileges, click the ellipses [...] to the right of their email address and select Edit Learner.
To assign a license to an Account Admin who does not have viewing privileges, click the ellipses [...] to the right of their email address and select Assign License.
If you are the current Account Owner and need to transfer ownership to another learner in your organization, click the ellipses [...] to the right of their email address and select Transfer Ownership.
You will then see a confirmation message. To continue, select Yes, transfer ownership.
The new account owner will take over billing responsibilities for the account, but will not receive your historical receipts or access to your billing details.
See this article for more information about Managing Groups.
See this article for more information about Account Roles.