Skip to content
English
  • There are no suggestions because the search field is empty.

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.
      • 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.