This article goes over how to add/import users and assign them the courses, bundles or teams manually and via the bulk importer. With the Add User option, you can give access to courses and bundles to one learner at a time, and with the Import Users option, you can bulk import a list and give access to courses and bundles to all in the list in a single go.

IMPORTANT : Before importing new users into your account, ensure that you have obtained permission from each user to send them emails. If a high percentage of complaints or bounces are received, it may result in your account being blocked. To maximize your email deliverability, clean your list of invalid emails before importing.

Add a new user to course, bundle or team

To manually add a learner, assign courses, bundles, or teams, and send notification emails. You can watch the video or follow the steps provided.

• Go to Dashboard> Users> Add User
• Fill in the Name, Email ID, and Mobile Number
• Select to assign courses or bundles or teams and select the specific course/bundle/team from the drop-down in order to provide access to the selected option
• Select 'Do not assign' if you just want the user to be added to the site
• As the case may be, select 'Send create password email to new users' and 'Send assign course/bundle notification' if you wish the user to be notified
• Click on Add User

Bulk import users to courses, bundles or team

Before you can run a bulk import, you will need to make sure you have a spreadsheet prepared.

Download a sample template from the Import Users section from the file for reference. For importing more than one learner, and sending them the notification mailers on the dashboard you can opt to bulk import and notify users.You can watch the video or follow the steps provided.

• Go to Dashboard> Users> Import Users 
• Download the sample template
• Add the user data in the file in the format listed above
  
• Once the import file is ready, click on Add .CSV File 
  
• You will be asked to Map .CSV file columns. From the drop down, select the corresponding
  
• Name 
• Email 
• Dialing code
  
• Phone Number 
  
• Password
  
• Expiry Date 
• Click Display Users to view a few records from the CSV file for review
  
• Note that not all records will be shown if the file is large
  
• Assign courses, bundles or teams as required
• As required, select 'Send create password email to new users' and/or 'Send assign course/bundle notification' if you wish the user to be notified
• Click on Import Users

The users will be imported and in case the option ‘Send Create Password email to new users’ is selected, the email for password creation will be sent automatically to all the new users only.

Add an existing user to a course bundle or team

Knorish makes it easy to add an existing user to a course, bundle or team. You can watch the video or follow the steps provided.

• Access the dashboard
• Click on search and type in the name, phone number or email ID of the user
• Locate the user details and click on thename
• Under Courses, select Assign Courses
• Next, select all the courses that you wish to assign to the user
• Select the options of sending update notifications to users about creating a new password or about the course/bundle addition notification.
• Click Add To Course

Similarly, click on Assign A Bundle or Assign to Team to add the user to the specific bundles or teams. 

Create a team to assign courses in 1 click

Follow the steps below to create a team.

• Access Dashboard > Teams > New Team 
• Enter the name for the new team
  
• Click Create
  
• Switch to the Users tab, add existing users via bulk import or manually add users one by one as shared above
  

Remove course access for a team

Remove user from a team

1. Go to Dashboard > Teams
   
2. Click the View button next to the relevant team
   
3. Select the Users tab
   
4. Locate the user you want to remove
   
5. Under action, select Remove User
6. Confirm to complete the removal
   

How do users access the course(s)?

• If the user already exists, simply selecting the option - Send assign course/bundle notification will suffice. The user will click on the Get Started button on this email. If they are already logged in, they can continue to access the content, else the platform would ask them to login by entering their login ID and password.
• However, if the user did not have an account earlier, ensure to click on 'Send create password email to new users'. The user clicks on the Get Started button and they will be redirected to the website’s Login page where they first need to create a password. Once the password is created, they can simply click on the Continue button to be redirected to the dashboard.
• If the user does not remember the password, they can click on forgot password on the login page to create a new one.

• Upto 5000 users can be imported at a time.
• User import requests will be processed in the background. You can only run one user import process at a time and will be notified when the process is completed.
• If 5,000 users are imported at a time, this request can take anywhere between 30 minutes to 180 minutes depending upon queue size, number of courses or bundles or teams selected, and email notification selection.
• A maximum of 10 courses or 10 bundles or 10 teams can be selected in a single add/import user.
• Users can be added/imported into unpublished and published courses or bundles as well.
• The name and email fields are required; all other fields are optional.
• The dial code should not contain "+".
  
• Expiry Date must be in DD/MM/YYYY numerical format.
• Password must have a minimum of 6 characters. If you do not wish to assign a password, leave the column blank in CSV file.
• Selecting 'Send create password email to new users' will only send an email to new users only and not existing users who are being re-imported into another course. If the user does not remember the password, they can click on forgot password on the login page to create a new one.
• Checking the box 'Send assign course/bundle' notification will activate notifications to inform users of being assigned a course/bundle.
• The create password link (Get Started button) expires in 10 days or if it is used once (whichever is earlier). If the link has expired, please direct the user to visit the website and click on 'forgot password' on the login page to reset it. Or, you can reset their password by following the steps here: How to access user settings to change the profile name, email, password and phone number? In the future, if the user wishes to access their course/content, please redirect them to visit the website and log in.
  
• In case you just want to add the users to your website, select 'Do not assign' option. And the list will still be imported without any course or bundle or team being assigned to the user.
• Please make sure there are no extra commas, periods, blank spaces, or other punctuation marks on your sheet. The addition of such characters will cause the .CSV import to display an error message until that error was removed and the sheet is re-imported. Additionally, ensure that you don't have duplicated rows of information contained within your sheet. If there is any error message you see during file upload, please recheck your file for any errors, fix them and re-upload the file.
• If you wish to add/import users in two or more courses, you would need to add/import/notify the same user(s) again and select a different course.
• Learn how to customize email templates here : How to customize an automatic email template