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Create a new Learner portfolio

  User Roles

This feature can be used by the following user roles:

  • Centre Manager
  • User Manager
  • Internal Quality Assurer with permission
  • Assessor with permission

  Permissions

Manage learner accounts


Cenre Manager/User Manager Assessor
  1. Click Users in the navigation menu
  2. Click the Learner tab
  3. Click Create Learner
  4. Enter the details of the Learner
    • First Name and Last Name are mandatory, but we strongly recommend you enter an Email Address 
  5. Pick the Default Assessor, Placement, Class and Framework Template (if appropriate)
  6. Click Create

Centre Setting

If the centre setting below is enabled, the user will automatically be emailed a link to create a password for their new Keychain, or confirmation that the account has been linked to an existing Keychain

  Centre Setting

When creating new accounts, automatically create a new Keychain or attach to an existing Keychain when an email is supplied

Terminology

Please note that the terminology used in this article may be different depending on your Centre.

N
Natasha is the author of this solution article.

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