Adding an individual trainee¶
To create access one at a time, without the import file.
Step by step¶
- Settings → Class trainees → Add individually.
- Fill in:
- Name (required) and Surname.
- Email (IEFP) - the primary one (the automatic username and password derive from it).
- Personal email (optional) - the invite is sent to both emails.
- Username - if you leave it empty, it is generated automatically from the name (e.g.:
joao.silva). - Password (required).
- Role - Trainee (default) or Trainer.
- Add to class.
The trainee appears in the list, ready to log in with the link ?t=….
Two emails, one login
Login is always by username, not by email - so a trainee can have both the IEFP and a personal email without any confusion. The IEFP one stays primary; both receive the invite when you send it.
You send the invite, when you want to
Adding a trainee creates the account but does not send the email. In the class list, the Invite column shows To send or Sent on…. Send them one by one (the row's Send invite button) or all at once (the Send N invite(s) button at the top of the list).
Co-trainer
To have a co-trainer, choose the Trainer role - they will have management access to the class.
➡️ Next: Reset password · back to Managing the class.