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How to manually create a new user

Learn how to manually add a new user record to your user database.

This article explains how to manually create a new user record from your CRM.

Use this method when you want to manually add a new contact, course or community member, webinar registrant, affiliate, or administrator to your user database.

Your user database is connected to your Customer Relationship Management system (CRM), which provides a range of options for managing your users and their information from one place.

Step 1 - Access your CRM

  1. From the side navigation menu, access your CRM.
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Step 2 - Create a new user

  1. Click Add user
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  2. Enter the user's main details, including their first name, last name, email address, and postal address.
    ⚠️ The postal address is optional unless you are creating an affiliate, in which case it is required.
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  3. Select the options corresponding to how you want to register or assign the new user.
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Register the user for courses or communities

To manually register the user as a course or community member, enable:

Register user for courses

Then select the courses and/or communities you want to enroll the new user in.
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The user will gain immediate access to the selected content once their user record is created and will receive an email containing their login credentials to access their member space.
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You can also assign the member to a specific coach and disable two-factor authentication (2FA) for this member if the course you’re enrolling them in has 2FA enabled.
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Register the user as a LearnyMail contact

To register the user as a lead in your LearnyMail contact list, enable:

Sequences and tags

You can then select:

  • One or more sequences to enroll the contact

  • One or more tags to assign to the contact

You do not need to select a sequence or assign a tag when creating the user. These can be added later if needed.

Simply enabling Sequences and tags is enough to create the user as a new contact in your LearnyMail contact database.

Register the user for webinars

To register the user for one or more live or automated webinars, enable:

Register user for live and automated webinars

Then select the live and/or automated webinars you want to register the new user for.
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The user will be registered for the selected webinars immediately once their user record is created.

Register the user as an affiliate

To register the user for your affiliate program, enable:

Affiliation

If needed, select a Parent affiliate.
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Once the user is created, they will be activated as one of your affiliates and will receive your affiliate program registration email containing their login credentials to access their affiliate space.

Register the user as an administrator

To register the user as an administrator for your account, enable:

Administrator role

Then select the role you want to assign to the new administrator.
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Three default administrator roles are available:

  • Editor

  • Coach

  • Administrator

You can also enable the option to hide important information from the administrator. This prevents them from viewing certain sensitive account information and metrics, such as the total amount of transactions.
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​Note: You can create custom administrator roles, as well as view and manage the permissions associated with administrator roles from your account's Administrators & Roles area.

Step 3 - Save the new user

Once you have finished configuring the user's details and assignments, click Confirm (bottom right).

The new user is then added to your user database.

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