Creating and managing users

The Organization feature in Pixaera provides a scalable way to manage your workforce. Whether you’re training teams across 2 sites or 200, this system lets you assign roles, oversee training at every level, and keep everything organized in one place.

Here’s how the system is structured:

• Users – View and manage all employee and contractor records
• Groups – Organize users by role, function, or project team
• Sites – Reflect physical locations such as offices, plants, or field sites
• Regions – Group sites geographically to manage at a higher level

Adding users

You can add users to the Pixaera platform in two ways: individually or in bulk.

1. Add a single user

1. Navigate to the Organization tab and click Add User(s) → Add Single User.
2. Fill out the form with:
   • First Name
   • Last Name
   • Email
   • Role (Admin, Manager, or Trainee)

Optional settings:

• Skip onboarding email: Choose this if you want to add users silently without triggering a welcome email. Users can still access their accounts later via app.pixaera.com.
• Classroom Host: Enable this only for Admin or Manager roles who will schedule or manage classroom sessions.

2. Bulk import users

To add multiple users at once:

1. Click Add User(s) → Bulk Import.
2. Download the CSV template.
3. Fill in the columns:
   • First Name
   • Last Name
   • Email
   • Role (trainee, manager, or admin)
4. Ensure the first row remains unchanged as the header row.
5. Upload the completed file back into the platform via the Bulk Import form.
6. Select the allocation to Site, Group, or Regions – that’s where users will be assigned upon upload completion.