We recommend that each person accessing your account has their own personal user account. This improves security, enables tracking of system changes, and simplifies access management.
Required Portal Access: Portal Admin Only
1
Navigate to Portal > Users
2
- The Users Summary page will open – click Invite User
- Type in their email address, mobile number, first and last name
- Select the Business Area that they work in at your organisation
- In the Profile dropdown, select the Profile you wish to add this user to
- By default, User role is selected for Portal access, change to Admin if required.
Note:
- Be sure to set the country code correctly for the mobile number so the invitation will work properly
- Note that you still need to put a zero at the start of the mobile number
3
Select Relevant Access Level
The access level the User is given will determine the type of functions and areas they are able to access.
- Select the relevant access level for each product, i.e. Moodle, Wisenet LRM
- If you selected a Wisenet security level, an additional drop down will appear: Associate to existing staff record?:
- Yes: This means that they have already been entered into the Staff section of Wisenet – select the associated staff member’s name
- No: Then select No, Create new staff record – this will cause their record to be automatically created in the Staff section of Wisenet
- Click Send
Note:
If you know a staff member should appear in the list but does not then you need to ensure that the name in the invitation is an identical match to the first and last name in Wisenet staff section
Learn More? How to Edit Staff (Trainer, Assessor) details
