Managing Users

The User Management grid is controlled via the column of filters at the top of the grid.  Use the search box to filter by name or email address. By default, the grid displays Active and Archived trainees.  

To search for a specific user, group, or a course, click the Advanced Filters button next to the search box.

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Adding Users

Click on Invite to send a course to an Existing user, add a New user manually, or upload an Excel file.  Users must have a first name, last name and email address in Mindflash.  All email addresses must be unique.  It is not possible for two accounts to share the same email address.

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Excel upload is a great way to get a large list of people into Mindflash.  The Excel list must contain one column for each of the following:  first name, last name, email address.  If you are using custom fields, those, too, can be uploaded via the Excel upload. You will want to have user groups and custom fields set up in your account before the excel upload. We recommend having a separate excel file per user group so you can add all the users in the excel file to the group.

Mindflash Tip:  Excel upload can be used to update existing Trainees that are already in Mindflash.  As long as the email address remains the same, other fields such as name or the custom fields can be updated by uploading a list via Excel.  Existing Trainees can also be added to multiple Groups in a similar manner. 

Managing Groups

Groups can be created by selecting the Users tab. Next, select "Groups" from the Set Up drop down at the top of the grid.  Here you can add/remove, edit and create groups.

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Custom Fields

Custom Fields can be created from clicking on the drop down for Set Up, and selecting Custom Fields. Here you can add/remove, edit and create custom field(s).  If you are on a plan with more than 1 custom field, you may also change the order in which it is displayed in the self-registration pages.  

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To add a new Custom Field, click the "+ Add Custom Fields" link and type desired information. Beginning with our Premium tiers, access of up to 10 Custom Fields are available. 

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