Creating New Users in PractifiU

Overview

PractifiU is Practifi's learning management platform, designed to support continuous professional development across your wealth management firm. By creating users in PractifiU, you give your team members access to a comprehensive course catalog that covers everything from platform fundamentals to advanced features and industry best practices.

As a Manager in PractifiU, you can create new users in your firm’s group to grant them access to the learning platform. This article explains how PractifiU user management works, how to create new users, and important considerations for managing access to your firm’s learning resources.

Please note: PractifiU operates as a separate platform from Practifi. New Practifi users do not automatically receive access to PractifiU. For information on creating users in Practifi, see our Creating New Users article.

• Creating a User
• Managing User Invitations
• Considerations
   

Creating a User 

Follow these steps to create a new user in PractifiU and grant them access to your firm’s learning resources.

1. Log in to PractifiU using your credentials. You must be designated as a Manager to create users. If you do not have Manager permissions and need this access, contact your firm’s Client Success Manager or the Practifi Support team.
2. From the primary navigation menu on the left side of the PractifiU screen, select Users to open your firm’s list of PractifiU users.
   
   
    

3. Select the Actions menu in the upper-right corner of the Users list.

   Please note: If you do not see the Actions menu, contact Practifi Support to verify that you have the proper Manager permissions to create users in PractifiU.

   

4. From the drop-down menu, select Create. 

   

5. Enter the user’s email address, first name, and last name on the New User page. Using the correct email address is critical, as this is where the welcome invitation will be sent.
6. Leave the Send invite to user? option enabled. This ensures your new user receives a welcome email with instructions for accessing PractifiU and setting their password. The welcome email includes a secure link that allows the user to establish their credentials and begin exploring the course catalog.
7. Verify that the Group Memberships drop-down displays your firm’s group name. This field typically auto-populates with your group, ensuring the new user is added to the correct organization.
8. Once all information is entered, select Save to finalize the user creation. The system will create the user account and send the welcome email, allowing the new team member to begin their learning journey in PractifiU.
   

Managing User Invitations

When you create a user with the Send invite to user? option enabled, PractifiU automatically sends a welcome email to the address you provided. This email contains:

• A personalized greeting welcoming them to your firm’s PractifiU environment
• A secure URL link to access the platform
• Instructions for setting their password
• Information about what they can expect from the learning platform

The user must click the link in the welcome email and create their password before they can access PractifiU. This two-step verification process ensures account security and confirms that the email address is valid and monitored.

If a user does not receive their welcome email, check that:

• The email address was entered correctly without typos
• The email has not been filtered to spam or junk folders
• The user checks both their primary inbox and any organizational email filtering systems

If issues persist, you can resend invitations or contact Practifi Support for assistance

Considerations

Access Does Not Transfer Between Platforms

Creating a user in PractifiU does not grant them access to Practifi, and vice versa. If a team member needs access to both platforms, you must create their user account in each system separately. This separation allows you to control access to learning independently of access to the operational system.

Manager Permissions Are Required

Only users with a Manager designation in PractifiU can create new users. If you need Manager permissions, reach out to your firm’s Client Success Manager or the Practifi Support team. They can review your role and grant the appropriate access level.

Group Membership Determines Course Access

The Group Memberships field determines which courses and learning paths are available to the user. Ensure the correct group is selected to provide access to your firm’s specific training content and customized learning materials.

Welcome Emails Are Time-Sensitive

The secure link in the welcome email may expire after a specific period for security reasons. Encourage new users to set their password promptly after receiving their invitation. If a link expires, you can resend the invitation through the user management interface.

Deactivating Users

When a team member leaves your firm or no longer requires access to PractifiU, their account should be deactivated to maintain security. For information on managing user deactivation across both platforms, see our article on Managing User Deactivation Across Practifi.