Administrators can create individual user accounts from the User Accounts area.
When creating a user, you can select the appropriate user type and status, enter the user's information, create their login details, assign them to groups and choose whether to send a Welcome Email.
Add a New User
From User Accounts, select + Add user.
The Add User page will open.
1. Select the User Type and Status
Under Account details, select the appropriate User Type.
The user types available will depend on your PowerHouse configuration and can include:
- Worker (Learner)
- Manager
- Business
- Contractor
- Visitor
- Admin
Next, select the account Status:
- Active – the account is enabled and the user can log in to the platform.
- Disabled – the account is disabled and the user cannot log in.
Important: Select the User Type and Status before completing the remainder of the form. The information and fields displayed on the page can change depending on the type of user being created and whether the user is linked to a business.
2. Complete the User's General Information
Complete the information displayed under General Information.
The information requested will vary depending on the selected User Type and your organisation's user configuration.
Complete the required fields, together with any additional user information your organisation requires.
3. Add a Profile Picture
A profile picture can be added to the user's account.
Select Upload picture and choose the image you would like to associate with the user.
Adding a profile picture is optional unless required by your organisation.
4. Link Accounts
The Link Accounts section can be used when the same person has two or more related PowerHouse accounts.
Linked accounts allow the user to switch between their associated accounts using the account menu in the top bar.
Where applicable, accounts can be linked to an existing:
- Business account
- Admin account
- Manager account
- Worker (Learner) / Contractor account
If the user does not require linked accounts, leave these fields unselected.
5. Create Login Details
Under Login Details, create the credentials the user will use to access PowerHouse.
Enter a Username. The username must contain more than three characters.
Enter a Password, then enter the same password in Confirm New Password.
The password must:
- Contain between 6 and 12 characters
- Match the password entered in the confirmation field
The platform will indicate when the password requirements have been satisfied.
6. Assign the User to Groups
Under Assign to Groups, select the group or groups that apply to the user.
You can search for a group by name or browse the available group structure. Where groups contain subgroups, expand the group to locate the required selection.
Group membership is used throughout PowerHouse to help determine the content and activities assigned or made available to users, including applicable courses, training, events, webinars, documents and other platform functionality.
A user can be assigned to multiple groups where required.
Tip: Check group assignments carefully before creating the account. Group membership can affect the content, activities and information available to the user.
7. Assign a CPD Group
Where your organisation uses CPD Groups, select the appropriate group under Assigned CPD Group.
A user can inherit settings from one CPD parent group.
If CPD Groups are not being used for the user, this field can be left unselected.
8. Choose Whether to Send a Welcome Email
Under Welcome Email, choose whether the user should receive a Welcome Email.
Enable Yes, send a welcome email to this user if you want PowerHouse to send the user their Welcome Email when the account is created.
The Welcome Email can provide the user with information required to begin accessing the platform.
Before enabling this option, make sure the user's email address and account information are correct.
9. Create the User
Review the information you have entered, particularly:
- User Type
- Account Status
- User information
- Login details
- Linked accounts, where applicable
- Group assignments
- CPD Group, where applicable
- Welcome Email selection
Select Create to create the new user account.
The user can then access PowerHouse according to their account status, user type, group assignments, permissions and the functionality available within your organisation's environment.
Note: The fields and options displayed when creating a user may vary depending on the selected User Type, your organisation's configuration, licensed PowerHouse products and your administrator permissions.