In order to add a new user on Learnerbly you need to have admin access rights. Creating individual users is a good option when you are adding just a couple of employees. When adding a larger amount of employees, we recommend to use the CSV upload method or to get in touch with your Customer Success representative.

Adding a new user

  1. Go to Admin > People

  2. Click Add learner > An individual

  3. Fill in the user's details; mark as Admin if you'd like to grant admin access rights to this user

  4. Click the green Next, add budget button (Note: clicking this button will send an invite to the user)

Can't find the Office Locations in the dropdown?

Please get in touch with your Customer Success representative or via Intercom. They will be able to add the missing office location to your account.

Adding a budget

  1. Select a Budget period for [user] - the start and end date of when the budget is available to the learner to spend. Select the correct budget period from the drop down (if you do not see it, please speak to your Customer Success manager)

  2. Select the Currency of the user's budget - this is a dropdown of the currencies available based on the fulfilment accounts that are available for your organisation.

  3. Enter the Total amount for the budget period (i.e. 500 for £500) – make sure to enter the full budget amount for the budget period

  4. You can choose to pro-rata the budget amount for the new user by clicking on Yes. If you would like to allocate the full amount to the user please select No.

  5. Enter a Date when the user can start spending their budget. This can be as soon as they join the company or once they’ve passed probation, depending on your internal processes.

  6. Click the green Add Budget button and you're done !

Related articles

–Article: Archiving users
–Article: View and edit user account details

–Article: Remove, top up or deduct a budget

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