Roles & Permissions
Roles & Permissions In this article: Overview The roles at a glance Permissions in detail Things to keep in mind FAQs Overview Every User in SuperPath has a role, and their role decides what they can see and do. Choosing the right role keeps people focused on what they need — learners see their assigned learning, managers see their team, and administrators manage the platform. This article explains each role and sets out, capability by capability, exactly what each one canPopularAdding people to a team
Adding people to a team In this article: Overview How to add people to a Team Things to keep in mind FAQs Who can do this Overview Once you've created a Team, you can add people to it from the team's own page. Grouping people into a Team lets you assign learning, run reports and manage access for the whole group at once. To add several people at the same time from the People list instead, see the How to Bulk Add People to a Team article.  a person stops them signing in to SuperPath while keeping all of their data — learnings, badges, certificates, roadmaps and history. It's the safe, reversible alternative to deleting someone: you can re-enable them at any time. Use it when someone leaves, changes role, or no longer needs access but you want to keep theiSome readersHow to Assign Multiple Managers to a Team
How to Assign Multiple Managers to a Team In this article: Overview Who can do this How to assign multiple managers What team managers can do Things to keep in mind Choosing the right approach Troubleshooting Overview SuperPath lets you manage who is a Manager in two ways: per person (you set someone's Manager on their profile) or per Team (you assign one or more Managers to an entire Team). Assigning managers at the Team level means you can give **several Managers oversSome readersAdding Location to User Records
Adding Location to User Records In this article: Overview Who can do this Adding location manually Syncing location from an HR integration Using location in Workflows Things to keep in mind Overview Recording a User's Country and State gives you richer, location-aware reporting and automation. It lets you see how your workforce is spread across regions, build Workflows and Dynamic Teams that respond to where someone is based, and deliver the right Pathways for regiSome readersHow to Bulk Edit Users
How to Bulk Edit Users In this article: Overview Actions you can perform How to bulk edit Users Things to keep in mind FAQs Who can do this Overview Bulk editing lets you act on many Users at once from the People list — ideal for onboarding, tidying up records, or moving a group of people into a Team. Instead of opening each profile one at a time, you select the Users you want and apply a single action to all of them, saving time and reducing manual effort. Actions yoSome readersUsing Restricted Users in SuperPath
Using Restricted Users in SuperPath In this article: Overview What Restricted users can access How to add a Restricted user What a Restricted user sees Things to keep in mind FAQs Who can do this Overview Restricted users let you bring people into SuperPath who only need access to their assigned learning. It's ideal for external stakeholders such as contractors, consultants or third parties who need to complete training without seeing the rest of the platform. The resultSome readersHow to Send a Welcome Email to a New User
How to Send a Welcome Email to a New User In this article: Overview How to send a welcome email How to send welcome emails in bulk Things to keep in mind FAQs Who can do this Overview When you add someone to SuperPath manually, no email is sent to them straight away — you decide when they're invited in. The welcome email gives the person everything they need to log in for the first time, with instructions that match the login type set on their profile. Prefer to watch? HeFew readersHow to Restrict Registration to Specific Email Domains
How to Restrict Registration to Specific Email Domains In this article: Overview Restricting registration to your domains What a blocked registrant sees Things to keep in mind FAQs Who can do this Overview When you open a public registration page with Self-Registration, you may want only people from your own organisation to be able to join. The email-domain restriction lets you limit registration to one or more approved email domains — for example acme.com — so anyone siFew readersHow to Bulk Upload Users?
How to Bulk Upload Users In this article: Overview How to bulk upload Users Things to keep in mind FAQs Who can do this Overview Bulk Add / Update People lets you create — or update — many Users at once from a CSV file, instead of adding them one by one. It's the quickest way to get started on a new account, to onboard a large intake, or to keep a group of people up to date when they aren't synced automatically from an HR system. The upload is a five-stage wizard — **PreparFew readersHow to Manually Add a User to SuperPath
How to Manually Add a User to SuperPath In this article: Overview How to manually add a User What you can set when adding a User Things to keep in mind FAQs Who can do this Overview Adding a User manually creates their SuperPath account for them, with all the details you want on their profile — role, position, manager, Teams and login type — filled in up front. It's the right choice when you're onboarding one person at a time and you already know how they should be set up.Few readersHow to Cancel a Pending Invitation
How to Cancel a Pending Invitation In this article: Overview How to cancel a pending invitation Things to keep in mind FAQs Who can do this Overview If you invited someone by mistake, used the wrong email address, or simply no longer need to add a person, you can cancel their pending invitation from the Invited People list. Cancelling deletes the invitation so it can no longer be accepted.  Require admin approval Things to keep in mind FAQs Who can do this Overview Your Self-Registration page can handle sign-ups in one of two ways: create accounts instantly, or hold each one as a request for an admin to review first. This is the approval mode, and you set it when you configure the page. Choosing an approval mode 1Few readersHow to Reset a Person's Password
How to Reset a Person's Password In this article: Overview How to reset a person's password Things to keep in mind FAQs Who can do this Overview If someone can't sign in with their password, you can send them a reset link from their profile. SuperPath emails the person a link they can use to set a new password themselves — you never see or set the password for them. . You can change it from the Edit account panel on their profile, for example when someone moves from a password login to signing in with Google.  appears next to their name across SuperPath. When someone has no photo, their initials are shown instead. You can upload or replace a photo from their profile. ![](https://storage.googleapis.com/superpath-help-centre/how-to-change-a-person-s-profileFew readersHow to Delete a Person
How to Delete a Person In this article: Overview How to delete a person from their profile How to delete a person from the People list Things to keep in mind FAQs Who can do this Overview Deleting a person removes them from your organisation permanently. This is different from deactivating: deactivating keeps all of a person's data and can be reversed at any time, whereas deleting removes them from all Teams and deletes their learning history. Delete someone only when you'Few readersHow to Delete a Team
How to Delete a Team In this article: Overview How to delete a team Things to keep in mind FAQs Who can do this Overview Deleting a team removes it from your Teams list and from the places teams appear, such as assignment and search. It applies to both static and Dynamic Teams. Deleting a team removes the grouping only — it does not deactivate or remove the people who were in it, and it can't be reversed from within the app. ![](https://storage.googleapis.com/superpath-helpFew readersHow to Resend an Invitation
How to Resend an Invitation In this article: Overview How to resend an invitation Things to keep in mind FAQs Who can do this Overview When you invite someone to join your organisation, they receive an email invitation. If they miss it or it expires before they accept, you can resend the invitation from the Invited People list without having to invite them again from scratch. ![](https://storage.googleapis.com/superpath-help-centre/how-to-resend-an-invitation/01-invitedFew readersHow to Export Your People List
How to Export Your People List In this article: Overview How to export your people list Things to keep in mind FAQs Who can do this Overview You can export the people in your organisation to a CSV file — handy for reporting, sharing with another system, or keeping an offline record. You choose which columns to include, and SuperPath builds the file in your browser and downloads it. ![](https://storage.googleapis.com/superpath-help-centre/how-to-export-your-people-list/01-peFew readersHow to Set Access Expiry for Multiple People
How to Set Access Expiry for Multiple People In this article: Overview How to set access expiry for multiple people How to remove access expiry in bulk Things to keep in mind FAQs Who can do this Overview When a whole group has time-limited access — a cohort of contractors, or a project team wrapping up on the same date — you can set the same access expiry date for all of them at once from the People list. You can also use the same action to remove expiry dates in bulkFew readersHow to Assign a Manager to a Team
How to Assign a Manager to a Team In this article: Overview How to assign a manager when creating a team How to add a manager to an existing team Things to keep in mind FAQs Who can do this Overview A team can have a Primary manager and one or more Additional Managers. Assigning managers at the team level is handy when responsibility is shared or changes often — for example rotating shifts or multi-site teams. Managers are a field on static Teams and can be set botFew readersHow to Choose Which Details to Collect at Registration
How to Choose Which Details to Collect at Registration In this article: Overview How to choose which details to collect Things to keep in mind FAQs Who can do this Overview When someone signs up through your registration page, you decide what information to ask them for. First and last name are always collected, and beyond that you can choose to ask for a person's Position, Location, and Employee ID — turning each one on or off, and deciding whether it's requiredFew readersHow to Download the Bulk Upload Template
How to Download the Bulk Upload Template In this article: Overview How to download the template What's in the template Things to keep in mind FAQs Who can do this Overview Before you add or update a group of people from a spreadsheet, download the bulk upload template. It's a ready-made CSV with the correct column headers and an example row, so you can fill in your people's details in the right format and avoid mapping errors when you upload. ![](https://storage.googleapiFew readersHow to Set Up Dynamic Team Rules
How to Set Up Dynamic Team Rules In this article: Overview Why combine rules Available criteria How to add a rule How to match several values with "is any of" How to choose whether people match all or any Examples Things to keep in mind FAQs Who can do this Overview A Dynamic Team's membership is defined by its rules, the Criteria you set when creating or editing the team. Each rule describes something a person must match, such as completing a specific PathwayFew readersHow to Create a Sub-Team
How to Create a Sub-Team In this article: Overview How to create a sub-team Things to keep in mind FAQs Who can do this Overview A sub-team is simply a team that sits under another team. There's no separate "sub-team" object — you create a normal team and choose a Parent Team for it. This is useful for mirroring a nested structure, such as regions containing stores, or a department containing squads. Parent teams apply to static Teams. ![](https://storage.googleapis.comFew readersHow to Collect Custom Fields on Your Registration Page
How to Collect Custom Fields on Your Registration Page In this article: Overview How to collect custom fields Things to keep in mind FAQs Who can do this Overview As well as the standard details, your registration page can collect your own Custom Fields — the extra information you already store against people's profiles, such as a start date, a cost centre, or a role band. That way the details you rely on are captured the moment someone signs up, rather than being chased latFew readersHow to Set an Access Expiry Date for a Person
How to Set an Access Expiry Date for a Person In this article: Overview How to set an access expiry date Things to keep in mind FAQs Who can do this Overview An access expiry date lets you grant someone time-limited access to your platform — useful for contractors, secondees, or anyone whose access should end on a known date. You set the date on the person's profile, and once it passes their access is withdrawn automatically, so you don't have to remember to disable them manFew readersWhat Is Self-Registration?
What Is Self-Registration? In this article: Overview When to use Self-Registration How it works Approval modes Setting it up Things to keep in mind FAQs Who can do this Overview Self-Registration lets you publish a single public registration page for your account, so people can sign themselves up rather than waiting for an admin invite or an HR system sync. You share one link, and anyone who opens it can create their own account and land in your platform as a member ofFew readersHow to Bulk Delete People
How to Bulk Delete People In this article: Overview How to bulk delete people Things to keep in mind FAQs Who can do this Overview If several people no longer need to be on your platform and you don't need to keep their records, you can delete them together from the People list. Deleting is permanent and removes each person along with all of their learning data, so it's worth being sure before you confirm. If you only want to stop people signing in while keeping their hiFew readersHow to Control Who Can See a Custom Field
How to Control Who Can See a Custom Field In this article: Overview Access levels explained How to set who can see a field Things to keep in mind FAQs Who can do this Overview Each custom field has an Access level that controls who can view and edit the data stored in it. This lets you keep sensitive details — a contract document or a salary band, say — visible only to the right people, while more general information can be seen by everyone. You set the access level whFew readersHow to Enable Self-Registration
How to Enable Self-Registration In this article: Overview Enabling Self-Registration Things to keep in mind FAQs Who can do this Overview Self-Registration lets people sign themselves up through a public registration page instead of being invited or synced in. Before that page goes live, you need to configure it and switch it on. This article covers turning it on; the related how-to articles cover the individual settings. Enabling Self-Registration Go to **Settings →Few readersHow to Create a Dynamic Team
How to Create a Dynamic Team In this article: Overview How to create a Dynamic Team Things to keep in mind FAQs Who can do this Overview A Dynamic Team is a team whose membership is driven by rules rather than a manual list. Instead of adding people one by one, you define criteria — such as "has completed a pathway" or "is part of a team" — and SuperPath automatically includes everyone who matches. This contrasts with a static Team, where people are added manually or throughFew readersHow to Remove a Person's Access Expiry Date
How to Remove a Person's Access Expiry Date In this article: Overview How to remove an access expiry date Things to keep in mind FAQs Who can do this Overview If someone with a time-limited account is staying on — a contractor being made permanent, or a secondment that's been extended — you can remove their access expiry date so their access no longer ends automatically. Clearing the date grants permanent access. Once a person has an access expiry date set, their profile shoFew readersHow to Choose Sign-In Methods for Your Registration Page
How to Choose Sign-In Methods for Your Registration Page In this article: Overview Choosing your sign-in methods How sign-in methods appear to registrants The verify-email step for Email & password Things to keep in mind FAQs Who can do this Overview Self-Registration lets people join your platform through a public registration page, rather than waiting for an invite. Before anyone can fill in the registration form they must sign in with one of the methods you allow, soFew readersHow to Remove a Person From a Team
How to Remove a Person From a Team In this article: Overview How to remove a person from a team Things to keep in mind FAQs Who can do this Overview You can remove someone from a static Team directly from the team's member list. This takes them out of that one team only — it doesn't deactivate or delete their account, and it doesn't affect any other teams they belong to. Dynamic Teams work differently: their membership is set by rules, so there's no manual remove option.  a person keeps all of their data — learnings, badges, certificates and history — but stops them signing in until you re-enable them. It's the safFew readersHow to Bulk Send Welcome Emails
How to Bulk Send Welcome Emails In this article: Overview How to bulk send welcome emails Things to keep in mind FAQs Who can do this Overview A welcome email gives a person the link and instructions they need to access your platform for the first time. When you've added several people at once, you can send the welcome email to all of them together from the People list rather than one at a time. It's the quickest way to get a new group signed in.  The team's avatar is changed separately — see the Setting a Team Avatar article. , you set each person's values on their profile. This article covers editing the values for one person; to cFew readersHow to Preview SuperPath as a Learner
How to Preview SuperPath as a Learner In this article: Overview How to view the Library as an Employee What the preview does and doesn't change Can I log in as a specific person? Things to keep in mind FAQs Who can do this Overview When you set up learning for your people, it helps to check how it looks from their side. SuperPath's View as Employee preview lets you see your Library the way an Employee would — with admin-only and restricted content hidden — so you canFew readersHow to Approve a Pending Registration
How to Approve a Pending Registration In this article: Overview Opening the approvals queue Approving a registration When the registration's team was deleted What happens when you approve Things to keep in mind FAQs Who can do this Overview When your registration page is set to require approval, each person who signs up becomes a pending request rather than an account. You review these requests in one place and decide who gets in. Approving a request creates the personFew readersHow to View and Export Registration Requests
How to View and Export Registration Requests In this article: Overview Opening the registration queue What the columns show Searching and filtering Seeing who reviewed a request Exporting to CSV Things to keep in mind FAQs Who can do this Overview Every sign-up through your registration page is recorded in one queue, whether your page approves people automatically or holds them for review. From here you can see who has registered, check the status of each request, seFew readersHow to Delete a Custom Field
How to Delete a Custom Field In this article: Overview How to delete a custom field If the field is in use What happens when you delete a field Things to keep in mind FAQs Who can do this Overview If a custom field is no longer needed, you can delete it from Settings → Custom Fields. Deleting removes the field from profiles and search, while your historical analytics data is kept. This article walks through the steps and explains exactly what happens to the field andFew readersHow to Add a Person and Assign Them Learning
How to Add a Person and Assign Them Learning In this article: Overview How to invite a person How to add a person manually How to assign learning Invited vs active: when can you assign? Things to keep in mind FAQs Who can do this Overview There are two ways to get a person into SuperPath: you can invite them by email, or you can add them manually yourself. Which one you choose changes when you can start assigning them learning, so it's worth understanding the dFew readersHow to Update Existing Users With a CSV
How to Update Existing Users With a CSV In this article: Overview How to update existing people with a CSV Things to keep in mind FAQs Who can do this Overview The bulk upload doesn't only add new people — it also updates people who already exist. When a row's email address matches someone already on your platform, their profile is updated with the fields in your CSV rather than a duplicate being created. That makes a CSV upload a fast way to update details like position, maFew readersHow to Assign Self-Registered Users to a Team
How to Assign Self-Registered Users to a Team In this article: Overview Assign everyone to one team Let people choose a team Things to keep in mind FAQs Who can do this Overview When people sign up through your registration page, they need to land in a Team. Self-Registration gives you two ways to handle this: put everyone into a single Team you choose, or offer a shortlist of Teams and let each person pick the one that fits them. You set this once, and it applies to everyFew readersHow to Edit a Dynamic Team
How to Edit a Dynamic Team In this article: Overview How to edit a Dynamic Team Things to keep in mind FAQs Who can do this Overview Editing a Dynamic Team lets you rename it or change the rules that decide who belongs to it. A Dynamic Team opens its own editor — focused on the team Name and its Criteria — rather than the manager and parent-team fields you'd see when editing a static Team. Because membership is rule-driven, changing the criteria immediately changes wFew readersHow to Reorder Custom Fields
How to Reorder Custom Fields In this article: Overview How to reorder custom fields Things to keep in mind FAQs Who can do this Overview The order of your custom fields controls the order they appear in — on the Additional Details tab of a profile and as columns in the People list. You can move fields up or down from Settings → Custom Fields using the arrows in the Order column, so the details you use most sit at the top. ![](https://storage.googleapis.com/superFew readersHow to Reject a Pending Registration
How to Reject a Pending Registration In this article: Overview Rejecting a registration What happens when you reject Things to keep in mind FAQs Who can do this Overview When your registration page requires approval, sign-ups arrive as pending requests for you to review. If a request shouldn't be granted access, you reject it. Rejecting doesn't create an account — it simply declines the request and emails the person to let them know. You can optionally include a reason, whFew readersHow to Edit a Person's Details
How to Edit a Person's Details In this article: Overview How to edit a person's details Things to keep in mind FAQs Who can do this Overview Every person in your organisation has a profile that stores their name, contact details and account settings. When something changes — a new position, a corrected name, a different country or timezone — you can update it from the Edit account panel on their profile. This article covers the everyday details on the Core details taFew readersHow to Set the Role for Self-Registered Users
How to Set the Role for Self-Registered Users In this article: Overview How to set the role Things to keep in mind FAQs Who can do this Overview Self-Registration lets people sign themselves up to your platform from a public registration page, instead of you inviting or importing each person. Every account created through that page is given the same role — the one you choose here — so you decide up front what level of access new sign-ups get. You can only assign one of theFew readersHow to Edit a Custom Field
How to Edit a Custom Field In this article: Overview How to edit a custom field What you can and can't change Things to keep in mind FAQs Who can do this Overview Once a custom field exists you can update how it's labelled, who can see it, whether it appears in the People list and on your reports, and the options people can choose from on a Dropdown field. A couple of things are fixed once a field is created, so this article covers what you can change and what you can't.Few readersHow to Change a Person's Email Address
How to Change a Person's Email Address In this article: Overview How to change a person's email address Things to keep in mind FAQs Who can do this Overview A person's email address is stored on their profile and can be updated from the Edit account panel. You might change it after someone's name changes, when a typo slipped in during setup, or when an address is retired. The email must be a valid, unique address within your organisation. ![](https://storage.googleapis.Few readersHow to Customise Your Registration Page
How to Customise Your Registration Page In this article: Overview Setting the page title and intro text Adding a background image Logo and colours Things to keep in mind FAQs Who can do this Overview Your public Self-Registration page is often the first thing a new starter sees, so it's worth making it feel like yours. You can set the heading and the welcome copy that greet registrants, and add a background image behind the form. Your organisation's logo and brand colourFew readersHow to Add a Certificate to a Person
How to Add a Certificate to a Person In this article: Overview Before you start How to add a Certificate to someone's profile How people add their own Certificates How to edit or remove a Certificate Things to keep in mind FAQs Who can do this Overview Most Certificates are awarded automatically when someone completes the learning they're attached to. But people also earn qualifications outside SuperPath — a first aid course run by an external provider, a licence renewFew readersHow to Use Custom Fields in Workflows and Dynamic Teams
How to Use Custom Fields in Workflows and Dynamic Teams In this article: Overview Which Custom Fields you can use Conditions for each field type How to add a Custom Field condition to a Workflow How to build a Dynamic Team from a Custom Field Date cohorts in Dynamic Teams Renaming and deleting a Custom Field that is in use Things to keep in mind FAQs Who can do this Overview Custom Fields such as Department, Cost centre, Contractor or Start date describe your peoplFew readers