Member Management

Add a Member

Advantage CSP LMS - Add a Member

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 Export article.

Managing Existing Members

The Member tool in Advantage CSP 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.

Creation Date: April 1, 2024
Created By: Oren Shapiro

1. Click on Member
Click on  Member
2. Click on Member
Click on  Member
3. Click on Add - You can add individual members manually by clicking on the Add button at the top left. You can enter the detailed information for the member such as phone number, address, work location, position and profile image. Click Publish at the top right of the page when fi
Click on Add - You can add individual members manually by clicking on the Add button at the top left. You can enter the detailed information for the member such as phone number, address, work location, position and profile image. Click Publish at the top right of the page when fi
4. Fill Out Member Information
Fill Out Member Information

Member Course Registration

Member Course Registration

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 CSP 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.

 

Bulk Adding Users to a Course

Creation Date: April 1, 2024
Created By: Oren Shapiro

1. Click on Member
Click on  Member
2. Click on Member Course Registration
Click on  Member Course Registration
3. Edit Your Options
Edit Your Options
4. Select 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.

Select Options

Member Import Export

Member Import Export

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 Content Manager > Member > Member Import Export.

Creation Date: April 1, 2024
Created By: Oren Shapiro

1. Click on Member
Click on  Member
2. Click on Member Import Export
Click on  Member Import Export
3. Click on Import…
Click on Import…
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