Manage users with Docebo tools

Customize the organization chart

This course is useful to learn how to manage a database with all the information about your

users.

The course is divided in 3 lessons:• Create an organization chart• Additional fields usage

• Groups usage

Course purpose and index

Before start to manage your users be sure that you are in the Docebo Advanced Version and

access the Admin Area

Create an organization chart

From the menu select Main – Users Management

Create an organization chart

This is the user panel. Start to create users selecting New User

Fill in the form, choose the subscription level, the language

and click Confirm

Create an organization chart

Now the user is in the list. The menu on the right allows you to visualize user details,

suspend, edit or delete him

Once you added your users, you can organize them into an organization

chart. Select Add Node

Add a code (optional) and a name. Than select Confirm

Create an organization chart

You can even add a sub-node.Select the father node and click Add Node

Now assign users selecting the highlight icon

Flag users you want to add to the node and click Save changes

Create an organization chart

If you have a user database in CSV format you can import it selecting

Import users

Select the file to import, set the options and click Next

Import users

Users have been imported.The drop down menu allows to establish

what kind of data you have imported

Import users

In the next lesson: Additional Fields