Learn how to create an account for new apprentices that will NOT give them platform access.
Managed accounts allow you and other program personnel to track participants without giving the participants access to their accounts on the ApprentiScope platform. If you want your participants to have immediate access to their account, you will want to invite them to create their own an Authenticated account creating a managed account.
Note: Managed accounts can be converted to authenticated to provide participants with access to their account at any time. However, please know that when managed accounts are converted, participants are not asked to provide any profile or demographic data as part of that process. When participants are invited initially to craet authenticated initially, they are required to enter profile and demographic/RAPIDS data as part of their account creation process.
Step 1: Click INVITE on the Navigation Bar
Step 2: Click the "MANAGED" tab at the top of the page OR "Add Managed Users" on the main page
Step 3: Click "Get Started"
Step 4: Select the Participants Employer from the Dropdown & Click CONTINUE
Step 5: Complete the Add Users Boxes and Click ADD+
For participants, select Applicant or Apprentice as the User Type as appropriate. Enter their email address, and select their occupation.
Note: After clicking ADD+ for the first participant, you will be given the chance to add additional participants.
Step 6: After Adding all the Participants you want to create managed accounts for, Click CREATE USERS+
The "Create Users+" button will not be highlighted until ADD+ has been clicked for at least 1 participant.
Step 7: To view the account created, click PARTICIPANTS - APPRENTICES-Overview or APPLICANTS on the blue navigation bar as appropriate. Click the participants name to view their full account.
Step 7: To Deactivate or Delete a Managed Account or Convert that Account to Authenticated (Active), click MANAGE on the blue navigation bar.
- All user always appear on the MANAGE-Users page, which shows whether the account is managed (no platform access) or authenticated (active, meaning they have platform access),
- Hover over the participant's row and click the 3 Vertical Dots that will appear at the end of the row to change the account. Select the option needed.
- Note: Be sure before you delete or deactivate an account. Apprentice and Applicant accounts also have STATUSES that can be changed by clicking on their name and editing their general data; statuses include completed, suspended, and excited and will allow you to keep their data.
