Instructions for adding new users to the Navigate360 Training Institute. 

Step 1: Log into https://learn.navigate360.com using your login credentials. 

Step 2: Navigate to the gear wheel in the top right corner to access admin settings. 

Step 3: Click on “Users”. 

Step 4: Click on “Import & Manage” and then “Manage Users via CSV”. 

Step 5: Download the template, and complete all required fields. 

Step 6: After the CSV is configured and saved, upload the file by clicking the green cloud and selecting the saved CSV file.

Step 7: Open “Advanced Settings” and ensure “Consider first row as header” is toggled on. Click “Confirm” in the lower right-hand corner.

Step 8: In “General Import Options,” check the box for “Force users to change their password at their first login”.

Step 9: Drag and drop the proper “Navigate360 Fields” to match the CSV column headers in “Preview.” Click “Import” in the lower right-hand corner.

Optional Upload Fields 

Send Notifications: 

Send an email to each user with login instructions after the import.

Update Users: 

Overwrite existing user data (email address and/or password) with the data uploaded via the CSV file. Select “Add users…” as shown.

Destination Fallback Branch: 

If no branch code exists on your CSV file, use this option to select the branch for proper user assignment.

See also: Adding Users Through CSV Upload‍ 

Manually adding users:

1. Log into https://learn.navigate360.com using your login credentials. 
2. Under Power User Quick Links, click User Management
3. Click on New Users and then New User. 
4. Complete all required fields, ending with Create User. You may need to click through the folders on page 2 to select your organization's branch.

5. Immediately after creating the user, you have the option to enroll users into courses by clicking on Enroll users 

Adding Users in Bulk Via .CSV:

1. Log into https://learn.navigate360.com using your login credentials. 
2. Under Power User Quick Links, click User Management
3. Click on Import & Manage and then Manage Users via CSV. 
4. Download the template, and complete all required fields. 

5. After the CSV is configured and saved:
   1. Upload the file by clicking the green cloud and selecting the saved CSV file.
   2. Scroll down and open Advanced Settings. Ensure Consider first row as header is toggled on. 
   3. Click Confirm in the lower right-hand corner.

6. In General Import Options, check the box for Force users to change their password at their first login.

7. If no branch exists on your CSV file
   1. Under Destination Fallback Branch, click Use Existing Branch
   2. Then, click the folder to search for and select your branch
8. Drag and drop the proper Navigate360 Fields to match the CSV column headers in Preview. 
9. Optional - click Send Notifications to generate an email to each user with login instructions after the import.
10. Click Import in the lower right-hand corner

How to Enroll Users Via .CSV:

Power Users have the ability to enroll users into a single or multiple courses within Navigate360 Training Institute via CSV. Before starting this process, users should have been added to the platform. 

Prepare the .CSV File

1. Download the template
2. Remove the example rows
3. For single course enrollment, add the username of each user in their own row 
4. For multi-course enrollment, create a row for each username and fill in the course code. Each course code should be a single row with the username repeated in each of those rows. (It is possible to enroll different users into different courses through this method as well)
5. In the level column, enter the word learner for every row on the spreadsheet
6. Save the file as a .CSV for upload in the next section

   Finding the Course Code

   Click on the Admin Menu Gear in the top, right corner

   Click on Course Management

   A list of courses available for enrollment will show (Note: exact available courses can vary by district)

   Course Code is an alphanumeric identifier found under the Code column on the Course list

   

    

Enrolling into a Single Course

1. Log into https://learn.navigate360.com using your login credentials. 
2. Click on the Admin Menu Gear in the top, right corner
3. Click on “Course Management”
4. Navigate to the course in which you want to enroll users
5. Click on either the Course Name or the People Icon under Enrollment

6. On the Enrollment Screen, click Manage Enrollments 
7. Then, click Manage Enrollments via CSV

7. Click the green cloud and select your saved .CSV file.
8. Open “Advanced Settings” and ensure “Consider first row as header” is toggled on. Click “Confirm” in the lower right-hand corner.

9. Under the Navigate360 Fields column, drag Username and Level over to match the Header labels in the Preview column
10. Click Import
11. A confirmation box will appear. Click Enroll Users to complete the enrollment

12. A notification will appear when the job is complete. Note: larger imports may become a background job. Background jobs will email you once complete

Enrolling into Multiple Courses

1. Log into https://learn.navigate360.com using your login credentials. 
2. Click on the Admin Menu Gear in the top, right corner
3. Click on “Course Management”
4. On the Course Management screen, click Manage Enrollments 
5. Then, click Manage Enrollments via .CSV

7. Click the green cloud and select your saved CSV file.
8. Open “Advanced Settings” and ensure “Consider first row as header” is toggled on. Click “Confirm” in the lower right-hand corner.

9. Under the Navigate360 Fields column, drag Username, Level, and Course Code over to match the Header labels in the Preview column
10. Click Import
11. A confirmation box will appear. Click Enroll Users to complete the enrollment

12. A notification will appear when the job is complete. 

How to Enroll Users Manually:

Step 1: Navigate to the gear wheel in the top right corner to access admin settings. 

Step 2: Click on “Course Management.” 

Step 3: Click on the name of the course you want to enroll users in. You will then access the enrollment menu. 

Step 4: Click on “Manage Enrollments” and then “Enroll Users.” 

Step 5: Select one, multiple, or all users and click “Next.” 

Step 6: Review the enrollments and “Confirm” at the bottom of the page.