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.
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.
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- 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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