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How to add an user by single invite
How to add an user by single invite

Adding a single user to Appical platform

Dennis Vos avatar
Written by Dennis Vos
Updated over a month ago

Overview

This article guides you through the process of adding a new user to AppicalNow using the Single Invite method. We have currently three options available and they are:

Single Invite

This option allows you to manually add one user at a time by sending an email invite. It's useful for adding individual users with personalised onboarding.


Steps

→ Where to find the '+ add users' button?

Open the User Management section from the main menu.

At the top left of the screen, click on '+ Add Users' button to begin the process.

→ Choose roles

Choose the role that you want to assign to the new user.

ℹ️ Note: You can find more information on the different kinds of roles in the article: Roles within Appical.

→ Personal Details

Fill in the fields in the screen that will pop up and click on the next button.

→ Choose courses

Select the courses where you want to assign the new user to. They will receive an invitation to the selected courses by email.

→ Choose group

Select the groups where you want to assign the new user to. You can assign someone to multiple groups.

→ Choose Manager or Buddy and/or Form template (Optional)

If needed, select a Manager and/or select a form template.

→ Invitation type

Select one of the two options: Invite via email or Generate invite code.


What will the user receive?

There are currently two ways to send invitations: via 'invite via email' or by 'generate invite code'. See below for the differences:

→ Send Invite

If you select 'Send Invite' the user will receive the email above with the name of your organisation and the course that you've assigned.


It's possible create a user in the system and send the actual invitation mail at a set date and time as well!


​→ Generate invite code

If you select 'Generate invite code' it will generate a code that you can paste into a more personal email. Make sure that you add the link appicalnow.com/invite as well.

You can also copy the 'Direct Link' and paste this in an email. If a user clicks on the link, the code will be entered in the textfield already. The user only has to click on 'Verify' and can create his/her password afterwards.


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