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  • How do I invite a user to take a course as a manager?

How do I invite a user to take a course as a manager?

  • Published: 12/12/2022
  • Updated: 12/12/2022

  1. First, log in to the system and confirm that you are logged in under the “Manager” role. If you are not logged in as a Manager in the system, click the dropdown arrow on the top right-hand side and select the “Manager” role instead.
  2. Once logged in as “Manager” select the “Courses” tab at the top of the screen to preview the course(s) you have been enrolled in as “Manager”
  3. Note that the “Shopping Bag” icon to the right of the course name will indicate the number of credits available for you to use for invitations at a glance.
  4. Select the course you would like to send an invite for by clicking the title of the course.
  5. You will be automatically redirected to the “Buy Credits & Invite Users” tab, where you can send and re-send invitations, cancel invitations, and purchase new credits.
  6. You will be automatically redirected to the “Buy Credits & Invite Users” tab, where you can send and re-send invitations, cancel invitations, and purchase new credits.
  7. Once selected, a window will appear prompting you to enter the email address(es) for your invitation(s). Here, you must enter the email addresses of the users you wish to invite to the course separated by a comma.
  8. Once the system has accepted your email entry, the text will turn white and background dark gray.
  9. Repeat until all of your emails have been accepted. Then click “Send Invite”
  10. Note that there is a bulk upload option for inviting large groups of users at once by selecting the “Bulk Upload” radio button. Download the sample .csv file to ensure your file complies with the bulk upload file standards, then click “Upload Files” to quickly send invites for many users at once.