Articles on: General Management

Add users

All About Users



When you click on 'management' and then 'users', you will arrive at the overview page of 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, you specify in which language you want the user to see the platform interface. By default, this is the language of the organization, which you set in management under 'academy.' You can always change the language of the interface for a specific user in their profile. To do this, go to 'users' > click on the user's name > click on 'profile.'

You can also assign a user the role of 'author,' 'planner,' 'manager,' or 'owner.' If you want to make someone a trainer, you need to create the account first and then add them to the learning path under the 'trainers' tab. More about the different roles can be found here



Adding Categories



You can add categories to users (and to learning paths). A category is a field with extra information. Suppose you have learners from different organizations. Then you might 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 fixed organizations in advance, choose 'fixed value' for type. You can then enter the organizations yourself. It is also possible to choose a date field or an open field. You don't need to set options in advance for this.



Step 2. You have filled in and saved the category. But now you want to link the right user to the right category. You do this under the profile of the user. You can find this by going to 'users,' clicking on the name of a user, 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 have set this up, you can easily filter your user list based on different organizations or other categories; you can go in any direction!

Inviting a User (Again)



You can choose to invite a user to your training environment during user creation. 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? Don't forget to check the 'this file has column headers' option.

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

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

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

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



Step 3: Verify the data

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

User Import

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 find them easily?

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

The last button means filtering. By default, you can filter by groups and roles, but you can also filter based on the categories you've added. So, if you added the 'organization' field in categories, you can filter based on this and only show participants from a specific organization.

Updated on: 10/01/2024

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