How do I create a Trainee?

To create a Trainee account:

  1. Go to the User Management page.
  2. Locate the Create User button on the right side of the page and click it.
  3. Enter the required user details — first name, last name, username, and role. Email is optional but useful for automatically setting up the Trainee or contacting them about their training progress.
  4. Set up the password: A temporary password is automatically assigned, but you can regenerate it or create a custom one in this section. If an email is provided, the user will receive a notification to create their own password.
  5. Assign the Trainee to a Group if your company uses them to control permissions and assign courses. If not, assign courses to the Trainee individually, or do both if you want the Trainee to take additional courses. Neither is required before finally creating the new Trainee.
  6. Once you are done, press Create at the top of the screen to create the new Trainee.

Note: Assigning a user to a Group is necessary if you want Managers to be able to manage Trainees.

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