How to invite new users
As an administrator, populating your platform with users is vital to maximize its potential. This article will guide you through two main methods of inviting users (if not via user provisioning): via email, and via link. Keep reading to learn more about these processes!
1. Inviting users by email
Go to Manage > Users > Invite users
Enter the email and press space or paste multiple emails at the same time
Choose the roles of the users you are inviting; learner, group admin or admin. Read more about user roles here.
Add details for the users.
Edit one user at a time by pressing 'Add details' next to their name
Bulk-edit all of the users at once by pressing 'Edit all users' at the bottom.
Assign the users line manager and assign the users to programs, groups and courses (optional).
💡 Note: If assigning a user to a group, that group may be assigned to certain programs or courses and the user will automatically be assigned to those as well.
You are done! An email with instructions to register will be sent to the email address(es) you provide.
2. Inviting users by link
Go to Manage > Users > Invite users > Invite via link
Choose the group the invitees will be added to
Copy the link and distribute it to the users you want to invite to Sana. The link will guide them through the registration process. For security reasons, it's not possible to invite admins with this option.
Note: If inviting users to a group, that group may be assigned to certain programs or courses and the user will automatically be assigned to those as well.
Adding or changing user details
If you didn't add user details during the invite process or selected Invite via link you may need to add those details afterwards. To do so you can do the following:
Go to Manage > Users > select user
Click Settings > Edit attributes
Make your edits then select Save
For more information about user attributes visit the Editing user attributes guide.
FAQs
My learner is not getting the invitation email, even though the email I entered is correct. What do I do?
Usually when this happens the email has gone to their spam folder. It is also possible that the email is blocked earlier by a firewall. In that case you might have to ask your IT security to whitelist [email protected].
Does the invite link expire?
No, the invitation link does not expire. This applies to both invitations sent by email and those sent via a link.