Setup Organization Before Inviting Users
Be sure you've set up the trainings and groups for your organization before inviting users.
Check out this article, which walks through setting up the organization: How to Setup an Organization.
Feel free to also check out our Join Org Webpage Instructions [EMAIL TEMPLATE FOR ADMINS].
Ready to have your learners add themselves? Follow the below to get started.
Supporting screenshots also included! See the end of this article for all screens learners should see when joining.
Join Organization Web Page
You can also invite learners through a public landing page customized to your organization. This option allows users to join your organization without an invite being sent. You must create a group prior to your learners joining.
- Click Premium Features in the sidebar navigation menu and select Join Org Web Page.
- Click the toggle to enable your organization's webpage. This will make the webpage available and allow users to join.
- Click Copy Link to Clipboard and paste it in another tab or window to check it out. This link can be added to any emails, texts, websites, employee portals,
- Here users will be required to choose their Location, Group, and input the email they’re taking training on. They then will click Join Organization.
- They will be taken to an email verification screen, similar to when they registered.
- After verifying their email, they will be directed to log into their account to complete the process and accept the invitation within their account.
Web Page Link Settings
The Join Org page also has a few settings in itself:
- Customized URL: Here you can enter a custom URL for your webpage link. I.e invite.mandatedreportertraining.com/organizationname
- Email Allow List: Entering an email domain here will allow only individuals with that domain in their email address to join your organization. Leaving this blank allows any individual to join. I.e. typing in organization.com will only let learners join with @organization.com email addresses.
*Note: This is a public link. Anyone with the link can use this page to join your organization as a learner. Use caution when sharing your link or the Email Allow List to restrict access.
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Note: This is a public link. Anyone with the link can use this page to join your organization as a learner. Use caution when sharing your link. You can also manage these settings from Join Org Web Page under Premium Features on the left hand navigation menu. Here you can set email whitelisting and customize your web page URL. |
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