Articles on: General Management

Add users

All about users

When you click on 'management' and then on 'users', you'll arrive at the overview page of the users.

Creating a User

To create a user, click on 'new user' in the user overview. Here, you fill in the details of the new user.

Under Language, indicate in which language you want the user to see the platform interface. By default, this is the language of the organization, which you've set in management under 'academy'. You can always change the interface language for a specific user in their profile. To do this, go to 'users' > click on the user's name > click on 'profile'.

When creating a user, you can also assign additional roles, such as author or manager. In our article on roles, you can find out what these roles entail.

Adding Categories

You can add categories to users (and to learning journeys). A category is a field with additional information. For example, if you have learners from different organizations, you may want to create a category 'organization' so that you can easily filter users based on this.

Step 1. In management, go to 'categories' to create a category. In this case, choose a user category. Then, fill in the fields in the image below. If you want to define predefined organizations, choose 'fixed value' for type. You can then add the organizations yourself. It's also possible to choose a date field or an open field. In this case, you don't need to set options beforehand.

Step 2. You've filled in and saved the category. But now you need to link the right user to the right category. You can do this in the user's profile. You can find this by going to 'users', clicking on a user's name, and then opening the 'profile' tab.

Also very handy: when creating a category, you can choose to let a user fill in the field themselves. This way, you don't have to manually select the correct organization for each user!

Now that you've set this up, you can easily filter your user list by different organizations - or based on another category, the possibilities are endless!

Inviting a User (Again)

During the user creation process, you can choose to invite a user to your training environment. You can also do this later. To do this, select the user in the user list and click on the mail icon.

Deleting a User

If you want to delete a user, select the user and click on archive. The user is now in the archive. If you want to completely delete a user, go to the archive, select the user, and click on the trash can icon.

Importing Users

If you want to add many users at once, it's handy to use the import tool. Here, you can add users based on a CSV file. Click on 'import' in the user overview and follow the steps below.

Step 1: Upload CSV file with participants

The CSV file should contain a column with names and a column with email addresses. Do your columns have headers? Then don't forget to check the 'this file has column headers' option.

Step 2: Link the correct fields to the correct column.

If you've created extra fields under 'categories', you can also link these to a column. This way, you have control over how this appears in Pluvo.

You can also indicate in which language a user should see the interface and the Pluvo invitation email. For this, it's necessary to have created a column with language codes in your CSV file. You don't need to create this column if all participants should be addressed in the same language.

You can use the following language codes in your CSV file:
NL - use for Dutch participants
EN - use for English participants
De - use for German participants
Fr - use for French participants
Es - use for Spanish participants
Pl - use for Polish participants
Cs - use for Czech participants

Step 3: Check the data

Everything correct? Then you can import them and send an invitation. As mentioned above, you can also send invitations to participants later.

Searching, Sorting, and Filtering

Back to user management. Soon, you might have a very long list of participants and you're just looking for that one participant. What can you do to easily find them?

When you click on the magnifying glass, you can search for a user. Besides the search bar, you can also sort users by name, email address, or last login date.

The last button means filtering. By default, you can filter by groups and roles, but you can also filter by the categories you've added. So if you've added the 'organization' field under categories, you can also filter by this and only show participants belonging to a certain organization.

Updated on: 15/04/2024

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