To create or manage a user account first click on ‘Users’ in the main navigation:
You will be able to create new users individually or in bulk (via a file).
A list of users already in the system will be displayed.
On the right, you will find a search box allowing you to search for users by their name or email address.
There is also a filter button, allowing you to refine the search, via specific criteria.
Tags: You can filter by inputting a tag you may have created previously.
See instructions for ‘Adding Tags'.
Users: You can filter by 'Active users', 'Inactive users' or both.
User Type: You can filter by 'Trainees only', 'Trainers only', 'Managers only' or by 'all user types'.
There is a toggle to allow you to display your view as a grid. If you display as a grid, you will be able to change the sort order by name or email.
Creating a new user
Once clicking on ‘Create new user’, you will be required to fill in the basic details including First Name, Last Name, uploading or taking a photo of the user (if you have one) and setting a time zone:
Note. You will not be able to create a new user without 'First Name', 'Last Name' AND 'Email' OR 'Mobile'. The only exception to this rule is if you have usernames enabled.
Timezone: Bolt Learning supports eLearning all over the world. It is therefore important that the correct timezone is chosen for staff. The system will default to your current timezone. Users do have the ability to change the timezone themselves to suit whatever country they are in.
Add a photo: To add a photo, you are able to choose from a file stored on your device or if you have a webcam, take a photograph.
Organisational Unit: If your company is large with many departments or regions, it is beneficial to organise users into organisational units. You can find out more about organisational units in the ‘Settings - Company Structure’.
Tags: You can add tags which will assist when searching or grouping. See instructions for ‘Adding Tags’.
Depending on the custom fields created within your settings, you may find extra fields have appeared which are optional or mandatory. See instructions for 'Settings - Custom Fields'
Click ‘Create user’.
Bulk Importing Users
If you have a large number of users to add to the system, this can be done by bulk import using any of the following formats: CSV (comma-separated values), TSV (tab-separated values), Excel spreadsheet or XML.
Select ‘Bulk import users’
Your file must include all of the required fields. Below is an example of an excel spreadsheet illustrating this. Ensure you include a heading so that the fields can be easily mapped to the appropriate system field.
Step 1 of 5 – Upload data file
Select a file you wish to import.
Step 2 of 5 – Data format
Select continue to load the file; the file format, your field headings and number of users recorded will be detected automatically.
Step 3 of 5 – Field mapping
Match the source field with the system field.
Step 4 of 5 – Value Conversion
For each system field you need to indicate whether it is required to be converted or imported as it is.
For example, if you want to separate a number of people into different organisational units, you must ensure your spreadsheet contains a field for their organisational unit. You can then map this value to the correct Organisational Unit within the system. Please ensure you have created a source to system mapping for each possible value.
Step 5 of 5 - Review
You are then given the opportunity to review what you are about to import. If you have any invalid records, you can click the ‘view full details’ to find out more information. This may be because the users you are importing are already in the system. If that is the case, you can import only those that have not been rejected.