TalentLMS allows for effective user management by using several different methods to manually create your user profiles:
- Adding users one by one: Enter user details individually.
- Importing data: Add multiple users via Import.
- Connecting to SSO providers: Integrate with Single Sign-On for streamlined access.
- Integrating with HRIS systems: Sync with HR systems.
To ensure that new users can only be created manually:
1. Sign in to your TalentLMS account as an Administrator and go to Account & Settings (1), then click on Users (2).
2. From the drop-down menu, choose Manually (from Admin) (3) as the sign-up method.
3. Click Save (4) to apply your settings.
| Note: When you create your portal, the default user sign up method is set to Manually (from Admin) and the default user type is set to Learner-Type. There are no preset password settings, but you can adjust them according to your needs. Learn how in this article. |
Next, on your portal’s main dashboard, navigate to Users > Add user (1) to start adding users individually, or click the arrow to import users (2) and add multiple users to your portal simultaneously.
| Note: Usernames and email addresses must be unique for each user. |
How to manually add a new user
After clicking Add user, you will be asked whether you want to restrict the new user to a specific branch.
If the branch has not yet been created, create it (1) first so the user receives the correct registration link. If the branch already exists, you can skip this step and continue creating the user.
To manually create a user, follow these steps:
1. Add the required user information:
- Username
- First name
- Last name
- Email address
- Any mandatory custom user fields configured on your portal
2. Configure the user’s branch access.
During user creation, you can assign the user to either a restricted (1) or a non-restricted (2) branch.
| Note: A user granted access to both a restricted branch and an unrestricted branch can also access the main domain. |
3. Save the user profile.
After saving, you will be prompted to review the available notifications. If a notification is not configured for the branch to which the user will be assigned, you can create it (1) from this step.
How to add multiple users at once
To add multiple users simultaneously, use the import option available from the Add user menu.
Prepare your import file with the required user information, and then upload it to your portal. This method is useful when you need to create or update multiple user profiles in bulk.
For detailed instructions on preparing and importing the file, refer to: How to add multiple users to your TalentLMS portal at once (Import guide).
To integrate your TalentLMS portal with your SSO provider:
1. Sign in to your TalentLMS account as an Administrator and go to Account & Settings.
2. Navigate to the Users tab. Near the bottom of the page and under the “Login settings” section, choose the SSO standard (1) you wish to use from the SSO integration type drop-down menu, and click Save to apply the changes.
To integrate TalentLMS with your HRIS system:
- If your HRIS system is TalentHR, you can use the native TalentLMS and TalentHR integration. Follow these steps to establish the connection between the two systems.
- If your HRIS system is BambooHR, you can use the native TalentLMS and BambooHR integration. Follow these steps to establish the connection between the two systems.
- If your HRIS system is Sage People, you need to sync with an FTP server. To do this, refer to this article.
- If you are using a different HRIS system, you need to utilize the API of the TalentLMS portal. Learn more about working with the API in this article.
Instead of creating users manually, you can allow users to self-register by following this article.
| Note: Regardless of the chosen user profile creation method, you can always add users individually to your portal, or, perform a mass user import. If you have integrated SSO, API, or SFTP, users can still be signed up with this method. |