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      How to Create Managed Accounts for Participants & Add Profile & Demographic Data with 1 Process

      Learn how to create a managed apprentice account(s) and add in their profile and demographic data all with one spreadsheet.

      NOTE:

      • Before creating managed accounts, be sure you understand the distinction between managed and authenticated accounts - Tutorial: INVITE - How to Create ApprentiScope Accounts for Participants.
      •  If you just want to create an account and not add profile/demographic data at all or at this time, click  here for instructions.  There are different processes for adding profile and demographic data after a managed account is created.

      Step 1:  Navigate to INVITE on the blue navigation bar

      Step 2:  Click "Add Managed Users" & then the "Batch Upload" button in the top right corner

      Note: If you click "Get started", you can add managed apprentice accounts without profile and demographic data.  Such data can always be added later using a separate process.

      Step 3:  Download the blank CSV provided and the Data Validation Rules provided

      On the CSV, enter all the information for any apprentice for whom you want to create a managed account. The validation rules will tell you the exact format for each data field and which fields are required.  Any fields left blank will be left blank in the apprentice's record. 

      If the apprentices included on the csv have different occupations and/or employers, you will need to include the occupation and employer IDs.  The validation rules will show you where to find those IDs.

      Click here to review all the fields that can be entered using the csv.

        

      Step 4:  Select an Employer and click Continue, and an Occupation and click Continue

      Note:  If you are adding apprentices with different employers and/or occupations, it does not matter which employer or occupation you select on this page.  The system will read the occupation and employer IDs you input on the csv you upload.  If all your apprentices are in the same occupation/employer, be sure to select the correct employer/occupation on this page; in that case, you do not need to include the occupation and employer IDs on the csv.

      Step 5: Upload your CSV and click Continue