The “Invite” Feature

Another easy way to create users is to utilize the “Invite” feature. This is found at the top-right-hand side of the screen under User Management:

First navigate to the Location where you want to add users – you can do this through Location Management, searching for the Location, and selecting it. Next open the User Management screen, and then select “Send Invite(s)”

On this screen, simply enter a list of email addresses for the Users who you want to invite to your platform. You’ll want to separate them with a comma, but no spaces, like this:

[email protected],[email protected],[email protected]

Next, select which Access Level they should be, and then select which Content Roles they should have when they sign in.

And it’s that easy! The next thing that will happen is they’ll receive an email:

When they click on “Accept my Invitation” they’ll be dropped on this super simple enrollment form:

After that – they’ll be redirected right into your System instantly! Give it a try!

Updated on July 2, 2020

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