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How do I Assign a region to a user in the dashboard?

To assign a region to a user you need to login into the dashboard to change the user information.

Simran Phulwani avatar
Written by Simran Phulwani
Updated over 2 months ago

How to assign a regions to a user?

  • Existing User

    • Log into the dashboard

    • Click "View Employees"

    • Click "Actions"

    • Select "Edit Employee Information"

    • Find "Region/Division"

    • Create a new division or select one you already created.

    • Click "Save changes"

  • New User

    • Log into the dashboard

    • Individually

      • First enter First Name, Last Name, Email.

      • Then select User Type.

      • Then Add Employee In the bottom right.

      • Next you will be asked to "Select a Region" here you can assign or create a region.

    • Click "Assign Region"

    • Then add a learning plan.

  • Bulk

    • First Download Template

    • Enter all information as shown on sheet

    • Drag & Drop .cvs file into upload box

    • Once upload is completed and successful

    • Hit Review Users

    • Conform all User Type

    • Then Add Employee In the bottom right.

    • Next you will be asked to "Select a Region" here you can assign or create a region.

    • Then add learning plans.

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