The 'Administration' and 'Training Portal' function groups allow you to add new users, edit a user or delete one or more users.
To add users, follow these steps:
A grey box cannot be ticked because there is no e-mail address entered in the personal file. This is necessary to send the e-mail with login details from the training portal.
If you have added one or more contacts, you still have to specify which company they are a contact from:
Note: A contact person can view the details of all employees of the above mentioned companies.
If a user's personal file is deactivated, e.g. an employee leaves the company, don't forget to delete the user. You can also see in the personal file whether someone has been added as a user.
You can see which user role(s) has/have been assigned and you can open the portal by clicking on the name.
When you add a new user to the training portal, this person will automatically receive an email with the username, password and any additional information. This e-mail cannot be set up from Coachview. Please contact the helpdesk or your implementer to configure this e-mail as desired.
The username you want to use for new accounts can also be set. The following is possible, fields can be separated by a dot: