How to add LMS users from CRM

Follow the steps below to add an LMS user from your CRM log-in

Scenario A: CRM users will have access to both the CRM and LMS platforms for seamless integration.

1. Navigate to the right side of your CRM screen and click on the Settings option

2. Go to the left side screen of the Settings page, and click on the Users option


3. From the User Manager screen, click on a User Name to open the user details

4. Select the User type next to Add to LMS and LMS Group name from the drop-down list mentioned below

Note: You can select the above options while adding a new CRM user.

Scenario B: LMS users added from the CRM will have LMS access only, without permission to access the CRM.

1. Navigate to the right side of your CRM screen and click on the Settings option

2. Go to the left side screen of the Settings page, and click on the LMS users option

Note: Franchisor should have configured the LMS setup under Settings > Franchise

3. Click on the +ADD button on the right side of the LMS user screen

4. Fill out the form mentioned below to add a LMS user

Note: Select the Correct Group to enroll the users in their correct Courses.

 

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