Invite User (Invite Now)

To create a new user, follow the steps below.

1. Navigate to the Company Management section and select the User Management module.

   

2. On the User Management page, click on +Invite User

   

3. On the Invite User screen, enter the following details in the General Information section.

   

   General Settings
   Field Name	Description
   Email Address*	Enter a valid email address
   First Name	Enter the user's first name
   Last Name	Enter the user's last name
   Role	Select either of the following Learner Instructor Manager QA
   Invite Later	Uncheck the ‘Invite Later’ checkbox to trigger immediate invites to the users.

4. In the Address Information section, specify the City/Town, Select Country, and Time zone.

   

5. In the User Picture section, upload an image in the specified formats as a user profile picture.

   

6. Fill in the following miscellaneous information in the Other section.
   1. Title
   2. Region
   3. Hire Date

      

7. Fill in the necessary information in the Additional Profile fields, if created.

   Refer to the Add Profile Fields section to learn more about adding additional profile fields.

8. Click on the Invite User button once all the necessary details are entered.

   

9. If ‘Invite Later’ is not selected, the success message states that the user is invited successfully.

   

10. When a user is invited, their details automatically appear under the Invited tab, and their status is displayed as INVITED.
11. The User receives a registration notification at the email address added in the Email Address* field. Click on the Complete Registration link.

    

12. On the Registration form, fill in the following details
    1. Prefix: Enter the prefix if required.
    2. Email*: This field is pre-populated and cannot be edited.
    3. First Name*: This field is pre-populated but can be edited.
    4. Middle Name: Enter the middle name if required.
    5. Last Name*: The last name is pre-populated but can be edited.
    6. Title: Enter a suitable title if required
    7. Password*: Configure a new password adhering to the password requirements
    8. Confirm Password*: Re-enter the same password
13. Once all the details are entered, click on the Next Step button.

    

14. As a part of step 2, select three secret questions and their corresponding answers for identification and password recovery.

    

15. As a part of third step, enter the following information.
    1. Country
    2. State
    3. City
    4. Zip Code
    5. Address
    6. Phone
    7. +Add Phone Number
16. One all the information is entered, click on the Register button.
    
17. Upon successful registration, the screen displays the corresponding success message for users. Click on the Go to Log In Page button.