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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


CSV import rules

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

Start with the CSV for your portal

The fields available to import can vary depending on your portal's user-field configuration.

  • For a first import, select Download sample to get the current headers and example values for your portal.

  • To update existing users, select Export users to download their current values before making changes.

Keep the exported header names in your file. Column order does not matter.

Required columns

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

Column

Required

Description

Email

Yes

The email address of the user account

Given Name

Yes

The given name of the user account

Sam

Family Name

Yes

The family name of the user account

Lee

Status

Yes

Indicates if the user account is enabled/disabled for use

ACTIVE or INACTIVE

Roles

Yes

What role and access should the user account have?

Learner|Manager

Managers

No

The email address of the user's manager in Go1. The manager must have the Manager role. Separate multiple manager email addresses with a pipe (|).

Groups

No

The group ID. Separate multiple group IDs with a pipe (|).

Locale

No

The learner's Go1 platform language. Use a supported language name or locale code from the downloadable sample, such as English (AU) or en-au.

industry

No

The learner's industry, such as Manufacturing or Financial Services.

job_level

No

The learner's level or seniority, such as Individual Contributor, Manager, or Principal.

phone

No

The learner's phone number, including country code where applicable.

region

No

The learner's organizational region, such as APAC or EMEA.

department

No

The learner's department, such as Sales, Product, or Operations.

job_title

No

The learner's job title. Go1 can use this as context for role-relevant experiences, including Knowledge Checks where enabled.

country

No

The learner's country.

state

No

The learner's state, province, or territory.

city

No

The learner's city.

division

No

The learner's business division.

site

No

The learner's office, facility, or site.

Use Locale to support learning in the learner's language

Locale sets the learner's platform-language preference. Go1 also uses it to select content in the learner's language when an eligible Intelligent Translation is available.

Setting Locale does not translate every learning item. If a matching version is not available, Go1 uses the content's available language.

Export-only columns

These columns may appear when you export users, but they are system-generated reference fields and are not updated by CSV import.

Column

Descriptoin

Picture

The user's current profile-picture value.

Created Time

When the user account was created.

Updated time

When the user account was last updated.

Last Access

When the user last accessed Go1.

You can leave these columns unchanged or remove them before importing.

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

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

Date fields use YYYY-MM-DD

Any editable date column available for your portal, such as Start Date, must use the YYYY-MM-DD format—for example, 2026-05-08.

Spreadsheet apps such as Excel, Google Sheets, and Numbers often reformat dates to local conventions like 8/5/2026 or 05-May-2026. Before saving your CSV, set the date column's cell format to YYYY-MM-DD or plain text so the value is preserved.

Blank cells overwrite existing data

Warning: A blank cell in an editable optional column will wipe the existing value on the user's record. For example, leaving Managers, job_title, or department blank will clear the existing value.

To avoid accidentally erasing data:

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

  • The five 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, such as a user's job_title, your CSV still needs the five required columns filled in, plus the column you're changing.

Tip: If you're unsure, select 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: Select Download sample to get a template for your portal (1).

  4. Add any optional user information you want to maintain, such as Locale, department, or job_title.

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

  6. 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 and locale values 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 72 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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