Before a user can be assigned any training they will have to be invited to WorkRamp.
Adding New Users
To add users to WorkRamp, make sure you are in the Admin console. First, click on [Settings] and then select the 'Users' tab. Once on the user management page, click on the [Invite Users] button on the top right of the screen to add new users.
Adding Multiple Users
You can copy and paste a list of email addresses to add all your team members altogether when you add new users.
Optional Invite Users Settings
While adding users in this modal, you have the option of adding them to a Group as well. If the Group already exists in your enterprise, it will appear from a dropdown. If the Group does not exist, a new one will be created when you've saved the new users to your enterprise.
Managers can also optionally be assigned to a new user during the new user set-up process.
Editing User Information
To make edits to a user's information - find the overflow menu at the far right side of the users table. Click "Edit User Information".
"Edit User Information" will open up a drawer that allows you to edit details about the user, including Name, Email, Managers, Groups, and Custom Attributes.
To assign a manager or mentor to an existing user, navigate to the second tab in the Edit User Information drawer 'Managers'.
If you add a manager's email address who is not already added to WorkRamp as a user, they will be invited to join WorkRamp as a manager. Managers will have access to review and track progress for their team, but they will not have access to other employees they are not managing.
An employee can have multiple managers, which is useful in scenarios where there are team leads or indirect reporting structures. You also may see a manager that is created via Group settings, learn more about that here: Adding and Removing Managers to Groups.
Bulk Adding Users
If you have large teams joining and need to assign multiple managers or groups. We are here to help! Please refer to this template and fill out exactly as directed below:
First Column: User email address (required)
Second Column: User first name
Third Column: User last name
Fourth Column: Managers' emails. You can have multiple managers for a user, however it is very important that you separate the emails by a semicolon ' ; ' and keep them in the same column.
Fifth Column: Group(s) the user belongs to. A user can belong to multiple groups (like sales and Greg's team), however it is very important that you separate the group names by a semicolon ' ; ' and keep them in the same column
There can be no more extra columns and the sheet must be submitted to our team at support@workramp.com as a CSV file.
Please note that user imports from the backend are in silent mode and will not trigger an invitation email to the users.