Admin Managers' Guide: How to Add New Learners

Start by communicating with your employees (learners). Let them know they'll soon receive onboarding emails and encourage them to set up their logins promptly.

Watch our Video Tutorial:

Importing Learners

Adding learners is simple! Choose the method that works best for your organisation:

Option 1: Add Learners Manually

Steps

• Go to the Users section > click Add Users(top-right corner).
• Select Add User.
• Enter the learner's First name, Last Name, and Email Address
• Assign the learner to a department or create a department(optional)
• Click Save.

Option 2: Import Learners in Bulk via CSV

Ideal for adding multiple learners at once, using data from your HR team.

Recommended fields for your CSV file:

• First name
• Last name
• Email address
• Department

Steps:

• Go to the Users section.
• Click Add Users > Import Users.
• Click Load Users.
• Choose your CSV file and upload it.

Option 3: Sync Learners with Active Directory (AD)

For organisations with a large number of learners being frequently added and removed, syncing learner imports with our Active Directory Integration feature is a preferred option.

Steps:

Navigate to the Users section.

Click Add Users (top-right corner).

Select Sync Users.

• Once you’ve connected to Microsoft Azure or Okta, you can sync your Active Directory (AD) to manage users.

New Learner Notifications

Once learners are added, they’ll receive two emails from noreply@mail.goldphish.com.

• Learner Welcome Email: Sent to new learners, prompting them to set their password.

• Training Campaign Welcome Email: Sent to learners when your first training campaign is launched.