Integration
With an integration, user creation is automatic. For activation, users can typically activate their accounts via:
Automatic Activation Email: Users receive an email with a unique link to set up their password.
Single Sign-On (SSO): Users can log in using existing SSO credentials.
For users without an email, a custom one-time password or SMS solution can in some cases be set up (additional costs apply, reach out to your contact person for more information).
Activation Email
Activation emails can be sent automatically (Menu - Organisations - Communication) when users are created or it han be handled manually. This email contains a unique activation link for users to set up their passwords.
Activation SMS
Activation SMS can be sent automatically (Menu - Organisations - Communication). To add SMS to your package reach out to [email protected].
Single Sign-On (SSO)
If your organization uses SSO, your platform can integrate with it. Users can log in seamlessly without needing a separate password, using their existing SSO credentials.
Note: SSO could in some cases be used for user creation, if an integration is not possible. Users will only be created in the platform upon their first SSO login. This may affect automatic updates, user assignment, and overall user engagement. Reach out to the [email protected] to discuss further.
Self-Sign Up
A self-sign-up form can be enabled on the platform, allowing users to create accounts with a username and phone number or email. Default settings include:
Automatic assignment of a Default Permission Type and Default Job Profile.
Automatic assignment to a Default Department or User-selected Department.
This form appears on the login page as an option: "Don't have an account? Create one now!"
Manual User Creation
Users can be created or uploaded directly on the platform:
Manually: One-by-one user creation.
Excel Upload: Use the import template available under Menu > User Management > Three Dots > Download Template. Note: The import is one-time and does not overwrite existing information.
Required Information for User Creation:
First Name
Last Name
Job Profile
Department
Permission Type
Email or Username + Phone
Language
Users can have multiple Departments and Permission Types but only one Job Profile.
Activation Options:
Via Activation Email (if users have email addresses).
One-Time Password: Can be granted manually under User Management or specified in the Excel import template.
Via Activation SMS (if SMS is not a part of your package reach out to your contact person at learningbank )
FAQs
Q: Can users log in with both email and username if they are created with username + phone number and later an email is added?
A: Yes, they can use both.
Q: If SMS notifications are purchased, will the platform send emails to users with an email and SMS to those without one?
A: Yes, but users with both an email and a phone number will receive SMS notifications regardless.