Overview
This article guides you through the process of adding a new user to AppicalNow using the Open Invite method. We have currently three options available and they are:
Open Invite
Open Invite generates a code that can be shared with multiple users. When users enter the code, they gain access to the platform. This is ideal for inviting larger groups without manually entering each user’s details.
Steps
→ Where to find the '+ add users' button?
Go to User Management.
Click on "Add Users" in the top right of the screen.
Select ‘Open Invite’.
→ Create new open invite
Click 'Create new open invite'.
→ Enter the Required Information to Create an Invitation
→ Name Your Open Invite
Enter a descriptive Invite Title to easily identify this batch of invites.
→ Assign to a Group
Select the Group where you want the users using this code to be automatically assigned. This helps you organise users efficiently based on their access needs.
→ Set Maximum Number of Users
Determine the maximum number of users that can use this code. Once this limit is reached, the code will no longer be valid.
→ First Day Selection
Choose whether you want users to select their first day in the system:
Yes: Users can choose their own first day.
No: The first day is pre-set.
→ Assign a Form (Optional)
If necessary, assign a Form that users will need to complete as part of the onboarding process.
→ Set Deactivation Date
Choose an Account Deactivation Date for when user accounts should be deactivated. If there is no set expiration, select Infinite.
→ Assign Courses
Select the Courses you want the users to be enrolled in. You can also specify a date when they should have access to the course by clicking on Select Date.
→ Create the Invite
When everything is set up, click on Create Invite. A new window will appear with the Invitation Code and a Direct Link.
→ Invitation Code Distribution
Using the Direct Link:
Copy the Direct Link and paste it into an email or create a QR code from it for easy distribution. When users follow the link, the invitation code will already be entered in the text field. The user will simply need to click Verify and then create their password.Invitation Code Expiration:
The invitation code expires after 14 days, ensuring limited access to the platform.
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