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Deep learning on Motive Administration is found in our Admin Essentials course in Motive Academy. |
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For an overview of Manage Organization, click here. |
Before you can give users permissions, you need to add them as users to your Organization.
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Adding Users Individually
Login to Motive
You should be viewing the HUB area that displays the areas you have permission to access. This can include Launch, Storyflow, and Manage Organization. In the example below, we are logged into the account for the company Lakeview Inc. and the individual accessing HUB has permissions for all areas:
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Note: If you do not see an image similar to the above, click on your initials on the top right of the screen and choose HUB. |
Click on “Administration”
Expose the menu for the Organization you want to edit (if you have more than one)
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Go to “Organization”
Click “Add New”
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Enter the email
Click “Submit”
The individual will now appear in the Organization list:.
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Adding Users in Bulk
Within the Manage Organization area, you can Import or Export users in .csv format.
Prepare a .csv with the headers for email and name:
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In the Organization Members space, click “Import”
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Upload or drag and drop your .csv into the space and you will see the Users added
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Assign Permissions
To then assign Roles/Permissions:
Click the edit icon to the right of the learner’s name
Check the boxes for the appropriate permissions
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Click Save
Creating Learner Groups
Once you have added learners to Motive, you can create Learner Groups. These are a group of learners that can be quickly added to other areas of the Motive Platform, instead of adding learners all individually. For more information, see this article.