How to create learners
This guide will cover how to add new learners as an admin in CareersPro.
1. Log into CareersPro using your email
address and password. If you have forgotten your password, use the Forgot
password button on the login page to reset it.
2. On your home page, click Add Users.
3. You have the option of either adding users manually or via bulk import. To add users manually, enter their name, email address and student ID (must be unique).
Any email addresses entered must match the allowed email domains on your platform. This information is requested in our CareersPro implementation form you will have completed prior to being given access to your platform.
4. Once all details have been completed, click Add users.
You also have the option to invite these users by email immediately once their accounts have been added. This will send them an email with a link to access your platform.
5. To add users via bulk import, go to the Add from CSV tab. Click Download template to download the import template sheet.
6. Once this has been opened, complete it with the details of the users you would like to import. You also have the option to add additional columns to the import: department, course code, course title, age group, ethnicity, and sex.
All column headings must be in lower case and read exactly as in the above screenshot.
7. Once the CSV template has been completed and saved, click Import from CSV.
8. A window will then open and prompt you to select your import sheet. Find it, click on it, then click Open.
9. You will then be shown the details of the learners that are going to be added. If these are correct, click Add users. If these are not correct, reopen your import CSV, make any necessary corrections, and repeat step 7.
You also have the option to invite these users by email immediately once their accounts have been added. This will send them an email with a link to access your platform.
10. All users will then have been added to your platform. If you checked the Invite these users via email box they will receive email invitations to CareersPro immediately; otherwise you are able to send them an email invitation at any time from the Home page.
For additional help & information, Visit All Help Guides