Invite a single user to a workspace and assign roles that control their access. You need their first name, last name, and email address.
✅ Before you start: You need the Admin or Manager role.
Watch this short video explainer:
Invite a user
- Go to People → Users.
- Click Invite user on the right side of the page.
- Complete the following fields:
Customer: Your organisation's name.
Workspace: The workspace you are currently in.
User details: Enter the Email, First name, and Last name. The email address is used for notifications and login.
ℹ️ If the user already exists in another workspace, an advisory warning appears. You can continue with the invite, but the user inherits their existing account details. You cannot change their name or email.
ℹ️ If the user already exists in this workspace, a message directs you to their existing profile.
Roles: Assign one or more roles. Each role provides different permissions.
- Learner - selected by default. The user can complete courses and download certificates.
- Manager - gives permission for a specific organisation unit. The user can manage users, enrolments, and withdrawals for that unit.
- Admin - full access to all workspace functionality.
Organisation unit: If the workspace has organisation units, assign the user to one. Search for a unit or use Advanced Search to browse the full list. Managers can view enrolments and progress for users in their assigned units.
Expiry date: Set a date to create time-limited access.
Group: If the workspace has groups, search for and select a group. Use Advanced Search to browse all groups.
Enrol to Courses: Search for courses and add them. Use Advanced Search to browse available courses. The user is enrolled once they complete registration and their account becomes active.
Click Send invitation at the bottom of the form. Form sends an email invitation to the user. The user follows the registration process to create their account.
Once the invite has been sent, see Managing invited users to resend, cancel, or copy invitations.