Member Management

For the LMS (Learning Management System) many users(or members) will be created by using the registration form on your website themselves. There are two other ways users can be added by you; individually with the Member tool and bulk with Member Import Export tool. This article discusses the Member tool for managing user information and adding individual users, for information on bulk additions please see the Member Import Article.

Managing Existing Members

The Member tool in Advantage is used to manage members that are in the LMS already. You can see and filter by their Full Name, Email and IsActive and use the pencil icon to make any edits to the detailed information for the member such as phone number, address, work location, position and profile image, etc. Password resets can also be initiated from here at the bottom of the in the Member content window for each member.

1. Click on Structured Tools.

2. Click on Member.

3. Click on Member.

4. Click on Add new record.

5. Fill Out Member Information Fields

6. Continue to click on the different fields according to your organization.

Click Go Live, and Publish when finished.

Within the Member tool you have to option to bulk register members to a particular course with Member Course Registration. This is done with your custom template CSV file that you would have received from an Advantage Project Manager. When you have populated the custom CSV file with your member information you can then go into the LMS to add the file. If you do not have the custom CSV file please reach out to support.

1. Click on Structured Tools.

2. Click on Member and the Member Course Registration.

3. Edit and Select your Options.

From the drop down menu click on the individual course you wish to add members to. Then use the Select button to navigate to the custom CSV file on your computer and click on it. Then click on the Import button to import your list of members to be registered. You will receive a "Success" message on the screen as confirmation that the file imported.

For the LMS (Learning Management System) many users(or members) will be created by using the registration form on your website themselves. There are two other ways users can be added by you; individually with the Member tool and bulk additions with Member Import Export tool. This article discusses the Member Import Export tool for bulk additions and the export of member data. For information on managing user information and adding individual users please see the Member article.

Within the Member tool you have to option to bulk Import and Export members. To do this go to Structured Tools > Member > Member Import Export.

1. Click on Structured Tools, and then Member.

2. Click on Member Import Export.

3. Click on Select and use the Document Manager to choose the file.

Then use the Import or Export button.