NTI Adding Users via CSV Upload
Learn how to quickly and easily upload multiple users to your NTI system using a CSV file.
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: Complete all required fields in the sample CSV.
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