Setup Organization Before Inviting Users
Be sure you've setup the trainings and groups for your organization before you begin inviting users.
Check out this article which walks through setting up the organization: How to Setup an Organization.
Ready to add users? Follow the below to get started.
We recommend notifying your team that they will be receiving this invitation from you prior to sending.
See our Organization Onboarding Messaging [EMAIL TEMPLATE].
Jump To:
Send User Invitations
Manual Entry
(Invite up to 10 emails at a time)
Now that your organization is setup, you can begin inviting learners.
- Click the Learners tab in the navigation and select Learners.
- Click the Add Learners button in the top left.
- Select Add Manually.
- On the form, enter the email address of the user you'd like to invite. For ease in assigning trainings, select a group with pre-selected trainings.
- Note a group is required to invite. You can invite a user and manually assign additional groups or trainings once they've associated with your organization.
- Click the Add Learners button to save and send an invitation email to your user(s). This will immediately send an invitation email to this user(s).
✪ Premium Feature
Spreadsheet Upload
(Invite up to 500 emails at a time)
Now that your organization is setup, you can invite many users at a time by using the Spreadsheet Upload*. You must have created a group prior to inviting your learners.
- Click the Learners tab in the navigation and select Add Learners.
- Select Add by Spreadsheet.
- Follow the steps and download the Import Template File
- Add your users' email addresses to the template file. Use the groups column to assign users to a group you've created.
- Click Browse, upload your import file, and click Preview Upload.
- Review the preview of your import file. If all looks good, click Upload.
- On the "Are You Sure?" page, click Continue. Please note, invitation emails will be sent immediately to all users.
- As the invitation emails are sent, your users will be listed on the Learners page.
- You can also review previously imported spreadsheets on the Import Learners Page.
You can access this feature from the Import Learners Page within the Premium Features tab by clicking the Import Learners Button.
*Note: This is a feature available to active subscriptions.
✪ Premium Feature
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.
- Click the Learners tab in the navigation and select Add Learners.
- Click Add by Web Page
- On the Share Organization Landing Page, set the toggle option to On. This will make your organization available for anyone to join, using your unique link.*
- Click the clipboard icon or Copy to Clipboard button to copy the link to your Join Organization Web page.
- Share this link with users you want to join your organization.
*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 the Join Org Web Page under the Premium Features where you can set email whitelisting and customize your web page URL.
Invite Support + Glossary
You've just sent out a bunch of invites but don't see anyone's training or account. What's going on?
Invites
Invites are always a double-opt in process meaning you have to send the invite and your learners have to accept it in order for them to connect. Their names will also not show up until they've accepted and associated with your organization (data privacy).
At any time you can use the ⟲ icon to resend the invites to your learners and the × to cancel the invite.
Glossary:
Pending - Invite has been sent via email, waiting for your learner to accept
Cancelled - After clicking the × the status will update to cancel the invite (essentially breaking the link you sent)
Active - The learner has accepted your invite, was added to the group you assigned, and automatically assigned the training attached to the group
If any learner has already started their training on their individual account before associating AND is active, reach out to our help desk who can help transfer their progress.
PLEASE INCLUDE THE FOLLOWING INFORMATION:
- Learner's email
- The name of the training
If your organization learner is having any issue with the process, please have them attempt it in a private/incognito window by copying and pasting the invite there. This removes the possibility of any caching/automatic sign-in from occurring which can break this process.
Screenshots
Attached below are 6 screenshots that display ALL the screens your learners should see when accepting an invite. Feel free to download them and share them with your learners.
There are two screenshots for the second screen - one for existing users who just need to login and one for new users that will be required to register.
Comments
0 comments
Article is closed for comments.