IMPORTANT: If your GZ Learn instance is integrated with your GrowthZone AMS database, adding users will be done automatically via lists, memberships, store purchases, and/or events. Manually adding users is not recommended, as the syncs from the integration will remove them.

 

For standalone GZ Learn instances (i.e. not integrated with a GrowthZone AMS database), administrators can easily invite new users to their GZ Learn portal through the Users page. When a user is invited to the portal, they will automatically receive an email from GZ Learn, directing them to create their account. 

In this article, we will explain:

• How to access the Users page
• How to add a user

ACCESS THE USERS PAGE

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To access the Users page (Fig. 2), click the drop-down menu in the top-left corner of the page and select the Users link (Fig. 1).

 

ADD A USER

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From the Users page (Fig. 2), click the Invite a User button in the top-right corner of the page to access the Invite a User page (Fig. 3). 

 

From the Invite a User page, enter the following information: 

• Title
• First Name
• Last Name 
• Email Address
• Portal Account: If applicable, select the Portal Account from the drop-down menu.
• Groups: Check the preferred Group assignment to set permissions for the user. 

Click the Save button. The page will reset to add another user.

Once you add a new user, an email will be sent to the email address provided to prompt the user to create their account.