Users Tab

Table of Contents

• User roles
• Adding users
• Tags
• Registration and invitations
• Registration status
• Sending bulk invitations
• Viewing activity and progress
• User limits

User roles

Every user in Bodyswaps Go is assigned at least one role. Roles control what a user can see and do in the platform. A user can hold more than one role simultaneously.

For a full breakdown of what each role can access, see: User Roles in Bodyswaps Go.

Adding users

There are three ways to add users to Bodyswaps Go:

• Individually — add a single user from the Users tab
• Bulk CSV import — upload a spreadsheet of users (see: Bulk User Upload)
• Class self-enrollment — share a link or QR code that lets users enroll themselves into a class (see: Enrolling Learners in Classes)

To add an individual user:

1. Go to the Users tab.
2. Click Add User.
3. Enter their name and email address.
4. Select one or more roles.
5. Optionally, add a tag and/or student ID.
6. Save.

Tags

Tags let you filter and find users quickly across the Users tab and within Classes — particularly useful when managing large numbers of users.

• Add a tag when creating a user, or edit it later via the pencil icon on the right-hand side of their row in the user list.
• Tags are searchable from the search bar in both the Users tab and Classes.

Registration and invitations

Not all users need to create a Bodyswaps Go account. How access works depends on the role:

Learners added to a class can generate a six-digit short code via a unique URL — no password or account required. See Enrolling Learners in Classes for the full invitation flow.

Coaches and Administrators must register and create a password. The process is:

1. Add the user (name and email).
2. Bodyswaps sends them an invitation email containing a unique link.
3. They click the link and create a password.
4. They can then log in to Bodyswaps Go.

Registration status

The status column in the Users list shows where each user is in the registration process.

Note: Guest users are not enrolled with an email address and cannot be sent an invitation. Their usage is anonymous unless they note their guest number to their facilitator. (See: User Roles in Bodyswaps Go.)

Note: Additional status types apply within the Classes view. (See: Enrolling Learners in Classes.)

Sending bulk invitations

To send invitations to multiple users at once:

1. Go to the Users tab.
2. Click the three dots (⋯) menu at the top of the page.
3. Select Send Invitations.
4. Choose to invite all users or only those not yet invited.
5. Confirm.

⚠️ Note: Sending invitations from the Users tab gives learners access to all content on Bodyswaps Go. To restrict learners to content assigned within a specific class, send the invitation from the Classes page instead. (See: Enrolling Learners in Classes.)

Viewing activity and progress

Click any user's name in the Users list to open their profile. You'll find two tabs:

• Progress — units accessed, completion percentage, start date, last updated, completed status, and any certificates earned.
• Activity Feed — timestamped log of content accessed and key checkpoints reached.

User limits

Your account may have a maximum user allocation. Once reached, you will not be able to add or import new users. Contact your Bodyswaps account manager to discuss increasing your limit.