People

Cerego Admin Level Support
  • Updated

People

Don’t know who’s on the account? Check out the People Tab! People Tab is where you will find all your Instructors, Learners and Staff wrapped up in one. This is the area to view, add and remove Instructors and Learners only.  Learn more about adding and removing Staff members.

 

To access the People Tab, you must be an Admin:

1. Select the Admin Tab on side Navigation

2. Find People Tab on the top left 

  • People Tab will showcase the TOTAL number of unique users on the account.
  • Clicking into the People Tab will show you:
    • The total number of unique users in the parent account
    • The total number of unique users in other departments

View of People Tab

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View after click into People Tab

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Adding People via CSV

Manage People easier by uploading a CSV file. Cerego's technology has the ability to keep your account organized and allows you to group teams together if necessary. 

 

1. Create a CSV file with required columns along with any additional information needed.

  • Full Name (First and Last) - Required
  • Email - Required
  • Column III (Example: Departments) - Optional
  • Column IV (Example: Sub Department) - Optional

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✓ The additional columns can be used for building Smart Groups

Sample of Import CSV Template can be found at the bottom of this page.

 

2. Upload your CSV

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3. Match Your Columns

After uploading your CSV, be sure to Match your Columns with the CSV file, Cerego may not be able to decipher multiple headers.

(Example: If your CSV Header states  “Employees” instead of “Name,” Cerego may not recognize it, therefore we make sure Cerego is matching the correct columns.)

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4. Accounts have been activated.

Each person will be enrolled as a Learners until you decide to change their role to a Staff Member or Administrator. Learn how to to Add and Remove Staff 

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Add People By Email 

Need to add only a few People? Add them via email separated by a comma.

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PROTIP:   The benefit of using CSV's is that Cerego will recognize when the CSV has been changed and/or updated and will remember the rules you set forth. BEST PRACTICE

 

Bulk Remove People via CSV

Removing people has never been easier. Create a CSV with a list of those you would like to remove. By removing People via CSV, you will also be unenrolling them from Smart Groups and Courses they are enrolled in. 

 

1. Create a CSV file with required columns

  • Full Name (First and Last) - Required
  • Email - Required
  • remove_user - Be sure to input "remove_user" in each line item (case sensitive: must be in lower case) - Required

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Sample of Bulk Removal CSV Template can be found at the bottom of this page.

 

2. Upload your CSV

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3. Match Your Columns

After uploading your CSV, be sure to Match your Columns with the CSV file, Cerego may not be able to decipher multiple headers.

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4. Confirm Import

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