How to add user(s) by using open invite | AppicalNow Support Center

In this tutorial, you will learn how to add a new user by using the open invite option.

You can add new users one by one by using the Single Invite option, when you want to add many users at once it's way more convenient to use the Open Invite option (or the CSV Import option).

An Open Invite lets you create an invitation code. It's possible to assign all the users that use this code to a specific course and add them to a specific group.

You can send this code to many users and if they create an account they will be able to access Appical. Invite codes expire after 14 days.

Step 1. Click on User Management in the menu on the left.

Step 2. Click on "Add Users" in the top right of the screen.

Step 3. Select ‘Open Invite’.

Step 4. Click 'Create new open invite'.

Step 5. Give the open invite an Invite title.

Step 6. Select a group where you want to assign the users that use this invitation code.

Step 7. Set the maximum amount of users that can use this code. The code will not work once the maximum amount of users is reached.

Step 8. Select No at 'Ask for first day' if you don't want a user to choose their first day themselves. Select Yes if you do want to let them choose their first day themselves.

Step 9. If necessary select a Form you want to user to be assigned to.

Step 10. Select a date when the account should be deactivated. If there should be no deactivation date select 'Infinite'.

Step 11. Select the Course(s) you want the user to be assigned to. Click on Select date if you want the user to have access by a specific date to the course.

Step 12. When you are done click on 'Create invite'.

A new window will appear with the invitation code for this Open Invite and the link where the code is pre-filled.

You can copy this 'Direct link' and paste it into an email, or for example, create a QR code from it.

If a user follows the link, the code will already be entered in the text field. The user just needs to click on 'Verify' and can then create his/her password.

Congratulations! You now know how to invite new users by using the Open Invite option.