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  1. motivity.net
  2. Getting Started
  3. Setting Up an Organization

Articles in this section

  • Profiles Within Motivity
  • Remove a Member's Role
  • Vocabulary: Create and Edit Program Labels for Filtering Programs
  • Getting Started Checklist
  • Create an Account
  • Managing Roles and Permissions
  • Managing Roles: Permission to add/edit members and roles
  • Managing Roles: Learner Permissions
  • Adding/Inviting Users/Members
  • Assign Roles to Members/Users
See more

Add Learners Follow

To add a learner, select "Learner" when you are on your organization's home screen. Then click on the + Learner in the upper right corner of the screen. 

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The nickname will be displayed in the learner list and can be used to protect PHI. A good way to use nicknames is to use the first two letters of the first name and the last two letters of the last name. So for the above learner, London Bridges, her nickname could be LoBr. 

 

The notes section can be used for general information you want to have access such as diet restrictions, insurance provider, special care instructions, etc. 

 

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Related articles

  • Assign Members to Learners (Create a Team)
  • Program Builder Tour
  • Adding/Inviting Users/Members
  • Creating a Phase List
  • Opportunity Outcome

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