How Can a Manager Add Users/Employees via 'Invitation' Feature?

How Can a Manager Add Users/Employees via 'Invitation' Feature?

Reminders:

This is not available for accounts with 'Limited-Manager' access.

This feature is only available for accounts with 'Full Manager' access.

• Upon logging in to your manager’s account, click the ‘Users & Groups’ on the top right-hand side of the page.

• Then, click the ‘Manage Users Groups’ option on the left-hand column.

• Click the ‘Add User Group’ button.

• On the next page, you need to enter a 'User Group Name' and select ‘Organization Group'. Then, click ‘Next’ button.

• 'User Group Name' can be anything you want, but usually managers use the company name, department name, or name of the course that is going to be taken
• You should only have one option to be selected for ‘Organization Group'.

• Then, click the ‘Finish’ button to confirm.

• Now, you will be landed again to ‘Manage Users Groups’ page where you can see the ‘Users Group’ that you have created.

• You have to add a course to the ‘User Group’ that you have created by clicking the user group name.

• Click the ‘Courses’ tab in the top-center part of the page.

• On the next page, click the ‘Add Course’ button.

• After clicking the ‘Add Course’ button, hit the ‘Search’ button on the next page. Then, enter the name of the course on the ‘Course Name’ field and click ‘Search’.

• Select the course that you would like to add to the ‘User Group’ by ticking the corresponding box. Then, click the ‘Finish’ button.

• Now, it’s time for you to create an invitation to send to your users/employees by clicking the ‘Add Users: Invitation’ option on the left-hand column. Then, click the ‘Add Invitation’ button.

• On the next page, you need to:
  • Create an ‘Invitation Name’, ‘Passcode’, and enter the ‘Number of Registrations’ or the number of users/employees you need to enroll.
    • The ‘Passcode’ is what the users will enter to complete their enrollment steps. It will be included in this invitation that you will be sending out to the users/employees.
  • Select the ‘Organization Group’ (you should only have one option) and;
  • Select the user group name under ‘Available User Group’.
    • Click the arrow to move it into ‘Selected User Group’
  • Then, click the ‘Next’ button.

• After clicking the ‘Next’ button, fill out the message you would like to include in the body of the registration invitation email that will go out to your users/employees. Then, click ‘Next’.

  Note: This does not need to contain instructions on how to access the enrollment process or the passcode. Those items will be automatically populated in the invitation.

• On the next page, please make sure to select ‘Send me a copy’. This is how you will receive the email to be forwarded to the users/employees who need to be enrolled in the course. Then, click ‘Finish’.

• You will then receive a copy of the invitation to the email address you used to create your 360training account and complete your purchase. This invitation can then be forwarded to any users/employees who need to enroll in the course:
• Below is a sample of registration invitation email:

If you need further assistance, please contact us.