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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