Inviting a User to Training Marketplace

Inviting a user lets you add people to your Training Marketplace portal without manually creating each profile. When someone receives an invite email and clicks the link, the system creates their account. Until they accept, they appear in Pending Users.

Use this method when you need to bring in multiple users quickly.

Before You Invite Users

You must enable portal invite emails or the invitations will never send.

1. Open Settings from the primary navigation menu.

2. Click Email.

3. Open Custom Email Templates.

4. Select Portal Invites.

5. Toggle Enabled on.

6. Edit the message if needed. Do not change or delete the variable fields because they populate the user’s name and the invite link.

7. Click Save template.

Make sure your company’s firewall or spam filtering does not block Training Marketplace emails.

How to Invite Users

1. Open Users from the primary navigation menu.

2. Click Actions.

3. Select Invite.
   

4. Enter the email addresses for the users you want to invite.

   Separate multiple email addresses with commas.

5. Select the user type you want to assign.

   You can only invite one user type per batch.

6. Click Invite.

Your users will receive an email with a link they must click to set up their Training Marketplace account.