Uploading Learners to Your Pass

Client administrators can easily give learners access to the FranklinCovey Impact Platform by uploading them to a pass or team in the Admin Platform. You can use these step-by-step instructions to start uploading your learners. 

 

Interested in watching the recorded tutorial of these instructions? Go to the Managing Passes & Teams on the Admin Platform article to watch.

Step 1: Select your Pass or Team

• Log in to your organization's Admin Platform. 
• Click the "Learners" tab in the upper navigation menu
• Click the Pass or Team to which you want to add your learners
  • Note: Teams are associated with the pass it is created under. Adding learners to a team will also add them to the pass associated with that team.

 

Step 2: Choose your user creation method

• You may add learners in bulk (Upload Users), individually (Create User), or assign learners who already have an account (Assign Existing Users).
  • Click the "Upload users" dropdown menu and choose one of the following options:
    • Click the "Upload Users" option in the menu to add a list of learners in bulk.
    • Click the "Create user" option to add an individual(s).
    • Click the "Assign existing user" to add a learner(s) who already have accounts created.

 

Step 3: Download the user upload template

• If you add learners in bulk (Upload users), you will be prompted to download the user upload template. The template is a .csv file you will complete with the pertinent information to determine your learners' access settings.

 

Step 4: Fill out your user import file 

• Once you open your import template, hover over the red triangles in each column to see the *key explaining your options for each field. Read carefully because the information shows you what to put in each field to give your learners the right access.

• The required fields for upload are Email Address, First Name, and Last Name. The other columns are optional.
• Fill out the form with the learner information and save it. 

*Key for optional fields:

• User Role:
  • Leave blank for Learner/Manager
  • Use "individual contributor" for Learner/Individual Contributor
  • Use "facilitator" for Facilitators
  • Use "client admin" for Administrators

• Team: 
  • You can include the team in this column if you want to add users to the team while you add them to the pass.
    • Note: The team name must match exactly. Tip: You can also upload directly to a team to add all learners to the desired team!

 

Step 5: Attach your user file.

• Click "Choose file" and select the file you just saved. 
• Click "Continue."
• The Admin Platform will automatically check your file for errors and let you know if anything needs to be fixed before uploading. 

 

Step 6: Send welcome emails to your learners

• You will be prompted to complete the user upload if there are no issues with your file.
• After you click "Continue," a new window will appear where you can choose what emails to send your learners when you upload.

• Email types: 

  • Both the "Impact Platform Email" and "Weekly Newsletter Email" will be checked by default
    • Impact Platform Email: Sends your learners a welcome email prompting them to log in to the Impact Platform. 
    • Weekly Newsletter Email:  Learners receive an email confirming that they are subscribed to the weekly newsletter. The weekly newsletter sends every Wednesday and includes the latest microlearning articles, videos, and resources. 
  • Emails will be delivered to your learners within 1 hour of sending. 
  • You can select both, one, or none of the email types. 
  • You can resend welcome emails at a later date if you'd like. 

Send Email Tips:

• We strongly recommend you send welcome emails to learners to get instructions for setting up their profiles. 
  
  • If you upgrade from the All Access Pass Portal, sending the welcome email will ensure learners have the new Impact Platform URL (https://app.franklincovey.com).
• Want to see a preview of the welcome email? Check out this article: Learner Email Communications.
• The email will come from [e-mail] and should be delivered within one hour of being sent. If your learners can't find their email, please ask them to check spam/junk.
  • If the problem continues, please confirm with your IT that the safe listing has been completed. Refer to the All Access Pass Tech Specs for IT article for a copy of the required safe listing document.

• Once you choose what emails you will send, click "Upload Users" to start the upload. 

Step 8: Complete your upload

• Look at the preview to make sure the learner data is correct. 

• Click "Upload" to complete your upload.

• Congrats - you're done! Depending on how many learners you uploaded, it may take a few minutes to see them appear in the "Learners" tab.