How to Add a New User

From the menu on the left side of the page, select “Users”, then select “Add New User”.
Fill in the relevant fields
1. Username: This is the user’s email address
2. Role: All users should be set as a “Learner”; the other level of access is “Administrator”
3. Firm ID: A unique identifier for each user such as Employee ID
4. Job Title, Department, etc: For reporting and sorting, it is advised to provide as much information as possible.
5. Accreditations: Tick the “SRA Continuing Competence” box if the user needs the Continuing Competency Module. Tick the appropriate “HK CPD” or HK RME” is you have users that need that accreditation.
To simply add the user without allocating any courses to them, choose “Submit”
To immediately enrol the user in courses, select “Submit and Enrol.”