How can I add a new learner?

To add a new learner to your team:

• Go to the Team Tab
  Navigate to the Team tab from the top menu.

• Click “Add Learner”
  In the top right corner, click the “Add Learner” button. A pop-up window will appear.

• Choose the Learner Type
  Select the appropriate role for the new learner:

  • Executive

  • Unit Leader

  • Team Leader

  • Individual Learner

  This selection determines the level of access and visibility they will have on the platform.

• Enter Learner Details
  Fill in the required fields:

  • First Name

  • Last Name

  • Email

  • Reporting Leader

  • Role/Focus

  • Property

• Submit
  Click Add. The new learner will receive an email from SalesBoost with instructions to set up their account.