How do I add a new learner/administrator?

Last updated on September 02, 2025

Follow these steps to add a new learner or administrator:

  1. Select one of the following from the Learners menu choices:
    • 'Add a New Learner
    • 'Create a New Administrator'
  1. The Add Learner screen displays.  
  2. Enter the login ID for the new learner/administrator in the Learner ID
    • Ensure the new ID conforms to the naming standards of your institution.
  3. Enter the learner/administrator’s name in the First Name and Last Name fields
  4. Select the learner/administrator’s primary facility from the Facility menu choices. 
  5. Indicate how the Department menu options will display by selecting one of the Sort Departments by radio buttons.
  6. Select the learner/administrator’s department from the Department menu choices.
  7. Enter applicable information into the following Optional Information fields:
    • Sub Department
    • Job Code
    • Birth Date
    • Hire Date (Note: The Hire Date can be a future date if necessary)
    • Email Address
    • Verification Code
  8. Click 'Save'.

The Manage Learner screen displaying the new learner/administrator information is displayed in the fields on the Learner Information

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