Adding Users Manually & Via .CSV- NTI
Learn how to add users to NTI quickly and efficiently.
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How to Add Users Manually:
Instructions for adding new users to the Navigate360 Training Institute.
NTI Power User Warning
Note This activity requires Power User permissions. If you do not have these, ple...
Step 1: Log into https://learn.navigate360.com using your login credentials.
Step 2: Navigate to the gear wheel in the top right corner to access admin settings.
Step 3: Click on “Users”.
Step 4: Click on “New Users” and then “New User”.
Step 5: Complete all required fields, ending with “Create User”. You may need to click through the folders on page 2 to select your organization.
Step 6: After creating the user, click on “Enroll users to courses” to set up their first course.
How to Add Users Via .CSV:
Power User Warning
Note This activity requires Power User permissions. If you do not have these, ple...
Step 1: Log into https://learn.navigate360.com using your login credentials.
Step 2: Navigate to the gear wheel in the top right corner to access admin settings.
Step 3: Click on “Users”.
Step 4: Click on “Import & Manage” and then “Manage Users via CSV”.
Step 5: Download the template, and complete all required fields.
Passwords
During initial setup, user passwords must include both letters and numbers in any combination.
For subsequent passwords, users will receive an error message if they try to create a password with only letters or only numbers. Additionally, they will receive an error message if they use three consecutive letters or three consecutive numbers.
Step 6: After the CSV is configured and saved, upload the file by clicking the green cloud and selecting the saved CSV file.
Step 7: Open “Advanced Settings” and ensure “Consider first row as header” is toggled on. Click “Confirm” in the lower right-hand corner.
Step 8: In “General Import Options,” check the box for “Force users to change their password at their first login”.
Step 9: Drag and drop the proper “Navigate360 Fields” to match the CSV column headers in “Preview.” Click “Import” in the lower right-hand corner.
Important
If you opt to “update information for existing users,” the password field entered in the CSV will supersede any import setting and change the user's password.
If you do not wish your existing users to have new passwords, Do NOT toggle “update information for existing users.”
Optional Upload Fields
Send Notifications:
Send an email to each user with login instructions after the import.
Update Users:
Overwrite existing user data (email address and/or password) with the data uploaded via the CSV file. Select “Add users…” as shown.
Destination Fallback Branch:
If no branch code exists on your CSV file, use this option to select the branch for proper user assignment.