Manage Your Users
As a Super Admin or Admin on TrainerCentral, you can build your team, coordinate with groups, and manage all users in the organization. This includes adding new users, assigning roles, viewing invitations, and many other actions.
Invite a New User
The Super Admin and Admins can invite users to join their organization account. They can add new users and assign them Admin and Trainer roles. The number of users (Admins and Trainers) that can be added is based on the subscription plan chosen by the Super Admin.
1. Click the Users tab on the left and select Trainers. You will see a list of all users in your organization and their details including name, email address, role assigned, and how long they have been in your organization.
2. Click Invite Users on the top right. Choose to invite a single user at a time into your organization or add multiple users using the bulk import option.
To invite a single user:
1. Type the username or email address of the person you want to invite in the Email Address box.
2. Click the Role dropdown to choose a role for the user.
3. Click Invite.
To add more users, click Invite Another User and repeat the same process.
To invite multiple users:
1. Click Invite multiple users.
2. Type the usernames or email addresses of the users separated by commas in the Email Address box.
3. Click the Role dropdown to choose a role for your users.
4. Click Invite.
Note: The role you select for a bulk invite will be applied to all users invited in that bulk process. You can change the roles of the users individually once they have been added.
Delete a User
When a user leaves your organization or when you plan to downsize your team, you can delete a user's account.
1. Click the Users icon on the left panel and select Trainers at the top. You will see a list of all the members in your organization.
2. Scroll down the page to find the user you want to remove and click the Remove user button to delete a user from your organization.
View Pending Invitations
The number of users you can invite to join your organization portal depends on your subscription plan. This option is only displayed when there are pending user invites. You can resend invites and remind users to join the organization account, or delete the invitation before the user has seen it.
1. Click the Users on the left pane and select Trainers tab.
2. Click View Pending Invitations. You will see two tabs: Invited users and Requested users.
3. In the Invited users tab, you can view the list of users who have been sent invites and the name of the admin who sent the invitation and the date and time it was sent.
Here, you can perform the following actions:
Resend invite: Click Invited and then Resend next to the user's email address. This sends a reminder invitation to the user.
Delete an invite: Click Delete to delete an invitation which has been sent but not yet accepted.
Note: The View Pending Invitations tab will be unavailable if there are no pending invitations or requests from new users.
Change a User's Role
The user roles are assigned during account setup based on the tasks each user needs to perform as part of the team. The Admin or Super Admin can reassign user roles at any time to reflect changes to team member responsibilities.
You can assign the Admin role to any member to allow them to add new users, manage plans, and perform other account management tasks. You can also assign the Trainer role to as many user licenses as you have and they can host courses, conduct workshops etc.
Note: To change an Admin/Trainer to Super Admin, the Super Admin must send a request to support@trainercentral.com. Please note that there will only be one Super Admin in an academy.
To change user roles in the organization profile:
1. Click the Users icon on the left panel and select Trainers to see a list of all the members and their roles in your organization.
2. Click the Role dropdown and select the type of role you want to assign.
A "Role changed successfully" notification appears.
Make a user active/inactive
When a user's status is active in an academy, they will be able to access the academy, host courses and conduct live workshops. You can make this status "Inactive" if by any chance you feel that this particular user is not longer part of the academy or need not have access to your organisation.
To make a user inactive, navigate to the Users tab from the left pane and under Trainers, use the toggle option next to the name of the user to make their status active or inactive.
They will not be able to access the academy or host courses/workshops once their role is made inactive. This action is reversible if in case you wish to revert their status to Active once again.
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