The Admin Portal allows you to add, remove, and update user accounts within Cognexo. For larger updates, the User Management feature also supports bulk uploads, letting you register multiple users at once. This saves time and streamlines the process of getting new users started on their unique learning journey.
| Note 💡 |
Before performing a bulk upload, double-check that your CSV file is correctly formatted (e.g. matching column headers and valid email addresses) to help avoid errors. Use our clean file template, which can be found in 'User' section of the admin portal, to ensure users are added, removed, or updated successfully. |
Adding New Users
- From the Admin Portal, navigate to Users on the left-hand menu.
- Select Bulk User Upload if you need to add multiple users at once. If you're only adding a couple of users, it's quicker to do this via the Intelligence Portal instead — see Adding New Users.
- Select Create Users if you're uploading brand new users to the system.
- Once the file has been accepted, click the green Create Users button to add the users into the system.
Removing Users
To remove users from the system, their accounts are set to disabled rather than deleted. If you need to remove multiple users at once, export the relevant users from the People page in the Intelligence Portal. In the exported file, locate the Account Disabled column and change the value from FALSE to TRUE for each user you want to remove. Once updated, select Update Users and upload the file back into the system to apply the changes.
Updating Users
Updating users follows the same process as removing them, and is commonly used when changing details such as line managers, teams, or divisions for multiple users at once. Select the CSV file you want to update, make the necessary changes in the relevant columns, then use the Update Users tab in Bulk User Upload to apply the changes to the user profiles.