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Create and manage users

Add, edit, and manage users in your Go1 portal individually or in bulk.

Managing users in Go1 is flexible—you can add them one at a time or import hundreds at once. This guide covers everything you need to create, edit, and deactivate users.

Using MyGo1? If you're still on our legacy platform, see Create and edit users (MyGo1).

What you'll need: Admin permissions

Overview

Admins can manage users individually, and in bulk:


CSV import rules

Before importing or exporting users in bulk, review these rules to avoid accidentally overwriting or losing data.

Required columns

Your CSV must include these 5 headers. If any are missing, the upload is rejected before it starts.

Column

Required

Example

Email

Yes

Given Name

Yes

Sam

Family Name

Yes

Lee

Status

Yes

ACTIVE or INACTIVE

Roles

Yes

Learner|Manager

Managers

Optional

Other optional columns (e.g. Start Date, Groups custom fields)

Optional

Column order doesn't matter

Columns are matched by header name. Case and whitespace are ignored — email, Email, and Email all work.

Multiple values in one cell

For Roles and Managers, separate multiple values with a pipe character (|).

Managers listed here must already have the Manager role in their own profile.

Blank cells overwrite existing data

Warning: A blank cell in an optional column will wipe the existing value on the user's record. For example, leaving Managers or Start Date blank will clear the user's manager or start date.

To avoid accidentally erasing data:

  • Delete any optional columns you are not updating — don't leave cells blank.

  • The 5 required columns cannot be deleted. Every row must have a value in those cells, or existing data will be replaced with blanks.

  • To update one field only (e.g. a user's start date), your CSV still needs the 5 required columns filled in, plus the column you're changing.

Tip: If you're unsure, click Export users first to get a full CSV with current values, then edit only what you need.


Import users in bulk

Save time by importing multiple users at once using a CSV file. Before you start, review the CSV import rules.

Note: If notifications are enabled, users on the CSV will receive a Welcome email with login instructions automatically.

  1. Navigate to People in the side menu

  2. Click Add users, then select Import CSV

  3. Choose how to prepare your CSV file:

    1. If you have existing users: Click Export users first to download a CSV with the correct format. Add your new users to this file.

    2. If this is your first import: Click Download sample to get a template (1)

  4. Select your CSV file by dragging and dropping it, or click Select file to browse your device

  5. Once verified, click Import (2) to add your file to the queue

You'll receive an email when the import is complete.

Pro tip: Double-check that all email addresses are valid and formatted correctly before importing.


Edit Users in bulk

Update user details for multiple people at once, or deactivate several users in one go.

  1. Navigate to People in the side menu

  2. Select the Users tab

  3. Click Export users to download a CSV of your current users

    • Make sure to select all the users you want to edit

  4. Open the CSV and update the details you want to change

    • Before editing, review the CSV import rules — especially the warning about blank cells wiping data.

  5. Save your edited CSV (keep it in .csv format)

  6. Click Add users, then Import CSV

  7. Upload your edited file and click Import

Note: To deactivate users in bulk, change their Status to INACTIVE in your CSV. Deactivated users can't log in or access any content or reports. Users are not notified of any changes to their information or deactivation of account.


Create a new user

Add individual users when you need to set up just one or two people.

Note: If notifications are enabled, they'll receive a Welcome email with login instructions automatically.

  1. Navigate to People in the side menu

  2. Select the Users tab

  3. Click Add users, then Manually add

  4. Complete the required fields:

    1. Email: The user's email address for logging in

    2. Given Name and Family Name: Appears on reports and in emails to the user

    3. Roles: Assign permissions beyond the default Learner role. Learn more about roles and permissions here.

    4. Managed by: Assign a manager who can assign learning and track their progress

  5. Fill in any additional fields as needed, then click Add

The new user will appear in your user table.


Resend the Welcome email

Note: If you disabled the Welcome email notifications previously, users will still receive this notification.

To send them individually, click the 3 dots next to their name and select Send welcome email. Users must set their password within 24 hours, or you'll need to send a new invitation.

To send them to a group of people, apply necessary filters, tick all at the top of your list and then click the 3 dots to Send welcome email to those selected.


Edit a user

Update user details, change roles, or assign a new manager for individual users.

  1. Navigate to People in the side menu

  2. Select the Users tab

  3. Find the user in the table and click the 3 dots next to their name

  4. Select Edit user details

  5. Update the relevant fields in the editing panel

  6. Click Update to save your changes

Note: You can only change a user's email address if you're an Administrator across all portals they access. The user will receive an email notification about the change at their original email address.


Deactivate or remove users

Deactivated users can't log in or access any content or reports in Go1. Their learning records remain in the system. Users are not notified of any changes to their information or deactivation of account.

To deactivate users in bulk: Follow the steps in Edit users in bulk and change their Status to INACTIVE in your CSV.

To deactivate a single user:

  1. Navigate to People in the side menu

  2. Select the Users tab

  3. Find the user in the table and click the 3 dots next to their name

  4. Click Deactivate user

  5. Click Deactivate User in the confirmation modal to complete the action

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