Reduced Support Availability: 18th July 2024 from 12pm

Just to let you know, our team is attending the OneFile all company meeting on 18th July  2024 from 12pm, so we won't be as responsive as usual!

You can still access our help guides - just search the Help Centre to find the answers you need. Otherwise, you can submit a ticket and we'll get back to you as soon as possible. If you have an urgent issue, set the priority accordingly.

Help centre

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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


Manage learner accounts

Centre 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
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


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

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