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Tutorial - How to Add or Edit Learners

Learners are users who will access BX for information and materials regarding their training.

IMPORTANT! - If you are trying to replace an existing participant with a different individual, please refer to the tutorial on How to Remove Participants From a Project first before attempting to add another participant in their place.

Adding Individuals

Figure 1

Figure 1

To add individual participants to a new or existing project, start by opening the project in which they should be added. Enter their name and email address on the main project overview screen and click Add Participant (Figure 1). See instructions below for sending emails.

Adding Groups

Figure 2
Figure 2
Figure 3
Figure 3

In order to add multiple learners at the same time to new or existing projects, you can use a roster template provided by Blanchard Exchange. Start by clicking on Upload Roster (Figure 2).

A window will open with additional options. You will need to use the roster template provided by Blanchard Exchange in order to upload groups. You can download the template by clicking on Download Roster Template (Figure 3-1).

Once you have the roster template filled in with your learner names and email addresses, save it to your computer. You can then click on Browse to search for file (Figure 3-2). Once you have located your saved template, click on Upload roster (Figure 3-3). See instructions below for sending emails.

Sending Emails

Figure 4

Figure 4

Figure 5

Figure 5

Figure 6

Figure 6

 


On the next screen, select the check box next to the participant name(s) and click on Send Email... (Figure 4).

On the final screen, select the email template (Figure 5), make any necessary modifications, and click on Send Email (Figure 6).

 

Tip: After sending invitations, wait a few minutes and then refresh the project overview page with your list of learners. This will allow you to verify that no bouncebacks have been recorded.

Also note that for designs that include integrated products (such as the SLII Experience), it may take a few minutes to "activate" participants with some of the products so Blanchard Exchange may not record a sent email during the activation process. Waiting a few minutes and then refreshing your screen will show the activation progress.

 

Editing

Figure 7

Figure 7

To edit a learner’s profile, open the project they are a part of and then click on their name. Select the edit button (Figure 7), make your changes and save user details. Remember to resend the invitation email from BX if you modified their email address.

 

 

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