Welcome to our tutorial on how to add and manage user profiles on Thinkzoom. To start, click on Members from the main navigation and then select Create new user from the drop-down menu.
Now, whether you’re adding a new member who has an email address or adding one who doesn’t have an email address, the steps to putting them in the database and editing their profiles are the same. Let’s assume this new member has an email address. Enter in their address and click Create User. You’ll receive a notification saying the user was successfully created.
The new user receives an email from Thinkzoom asking to confirm their account and create a password. To find that new user’s profile, look up their email address in the search bar to filter them out of all the users onscreen. Then click the blue pencil icon to open up their profile.
Now that you’re on their profile, you can update fields such as their first and last name, job title, bio, add attributes for importing/exporting them in the future, assign privileges, and if the user has a manager who wants to see their usage, add the manager's name into the Parent field below and hit Save Relationships.
Please note, if you want to add this new member to a specific Group, you must provide the first and last name in order for them to appear in the search field.
If you wish to add this new member to a specific Group or to a Track, choose from the Groups or Tracks tabs, find your selection and hit the green +Add button.
Additionally, if you want to add a requirement for a user to complete, click on Courses, search for the course you want to add them to, then select the course.
Once you’ve finished editing their profile, click Save Changes at the bottom of the page.
If you need further assistance on this topic, feel free to contact our support team anytime between the hours of 8am-5pm, Monday thru Friday, or if you prefer emails to phones, submit a support ticket.