Uploading Learners to eduMe

Uploading users to your eduMe account is a secure and easy way to set up learner authentication. You can choose to upload each learner individually or in bulk.

Consider the following factors when making a decision about this method:

  • Only the uploaded users can access your eduMe courses, making it a secure option.
  • Learner can log in instantly after creating a password.
  • No initial set up required.
  • Available on the web and mobile app.
  • If your organization has a large volume of learners coming in frequently, consider using the User Creation API.

What's covered:

Adding an individual user

Adding multiple users

Generating an activation link

Activating user account

Adding an individual user

Prerequisites

You’ve created at least one team. Refer to the Teams article to learn more.

Note: Users can only exist in a single group. If your business process requires a user to exist in multiple groups, consider using alternate email addresses.

Procedure

To add an individual user:

  1. Navigate to the People tab.
  2. Select Add new user > Add a single user.
  3. Enter the user's first and last name, and select whether you'd like to invite them via email address or phone number.
    Note: The user will use the invite method to log in to their account.
  4. Enter the email address or phone number.
  5. Optionally, enter additional information, such as Employee ID, in the Other Info field.
  6. Using the Select team(s) option, pick the teams the user should be a part of.
  7. Choose Select to confirm.
  8. Select Add user.
    add user

Adding multiple users

Note: Use one CSV file per team. You can upload users to multiple teams, but this needs to be done in separate files.

Procedure

To add multiple users:

  1. Navigate to the People tab.
  2. Select Add new user > Upload multiple users.
  3. Download the CSV template from the screen that opens. Alternatively, you can download the template here.
  4. In the CSV file, enter:
    1. First name
    2. Last name
    3. Email address OR phone number (including country code e.g. 440000000000)
    4. Other info (this is optional, but can be useful - for example including employee ID)
  5. Save your file (ensure this is saved as .csv) and upload it to the admin panel by selecting Choose CSV file from the Upload multiple users pop-up window.

    Screenshot 2022-05-31 at 10.55.46

  6. In the next window that appears, select the teams you'd like to upload these users to.
  7. Select Add team members.

Activating user account

As soon as a user has been uploaded to the platform, they’ll receive an email or SMS from support@edume.com with details on how to activate their account.

Share the following instructions with your learners for support with activating their accounts:

  1. Select Activate account in the email or SMS invite.
  2. In the Activate your account page that opens, create a password.
  3. Follow the instructions to download the eduMe app from App Store or Google Play.
  4. Open the eduMe app and select Sign in.
  5. Enter your email or phone number (whichever you received your activation link at), enter your password then select Sign in.
  6. We recommend selecting Allow when asked if eduMe can send notifications to ensure that you don’t miss important updates.

For users accessing the eduMe app through SSO, share the following steps: 

  1. Open the email or SMS invite.

  2. Follow the instructions in the email and download the eduMe app from App Store or Google Play.

  3. Open the app and select Sign in.

  4. Enter your SSO details (the email address or phone number associated with your account) and click Next.

  5. Click Continue with your Company account.

  6. We recommend selecting Allow when asked if eduMe can send notifications to ensure that you don’t miss important updates.

As soon as the user has activated their account they’ll be directed to the Home tab.

Here's a video on how to activate eduMe app account:

HubSpot Video

Generating an activation link

If for any reason a learner hasn’t received an invitation to activate their account, you can generate an activation link for them within the admin panel.

Procedure
To generate an activation link:

  1. Navigate to the user’s profile card in the People tab > Users.

  2. Select the Copy activation link button.

  3. Share the copied link directly with your learner.

    Note: These are unique links that will only work for the specified user.

    user activation link

If you don’t see the option to copy activation link in your admin panel, reach out to us at support@edume.com for assistance.