If you selected the Email option – there are a few more settings you can adjust before they are sent out. In Step 1, if you selected the option to generate a Link, then you’re all set – simply send the Link to anyone you’d like and they’ll be able to enroll and get started right away. Select which language should be default for these Users (if you select “Yes” on number 5, they will be able to change their language after signing in.).Note: Must be Manager C / Access Level 6 or higher. Decide whether or not to allow users to create/edit other users. Decide whether or not to allow users to update their profile.Decide if you want these Users to show in the reports, such the Usage report.Select which content role(s) each User should have (this will determine what content the User can access in the Training Center.).Assign which Team, if any, this User should be on.Define what Access Level to assign to each User.Your users could Enroll and have full access to your System for a set period of time before becoming inactive. If an expiration date is set, the User will be deactivated on that date and no longer be able to access your System.Īs an example, the User Expiration section could be used if you were offering a free trial period of your System. Name your enrollment campaign and then decide whether or not you’d like these users to “expire” or not. Step 1 – Enrollment Options:Ĭhoose whether you want the System to generate an enrollment link for you to send out yourself, or if you want the system to send an enrollment email (to a list of users) for you. We’ll look at each step in more detail below. Select that tab and then simply follow the steps on the screen. In the User Management section, you will see a tab at the top called “Enrollment”. You may choose to enter or upload a list of email addresses, which then the System will notify users via email to Enroll.You may choose to generate a link that can be used in any number of ways, such as including it on email campaigns or printed collateral.This feature has two options for notifying users to Sign up (or Enroll) for your System: This feature allows Admins and Managers who have the privilege to “Create Users” to easily add (or “enroll”) users at their location.
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