How to Create Managed Accounts for Participants

Learn how to create managed ApprentiScope accounts for participants without entering any profile or demographic data & without giving the participants platform access.

User Types: Regulators, Sponsors, Employer Administrators

Note: 

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 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+

Select the User Type as appropriate.  Enter their first and last name, email address, and 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 from that Employer, 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 and the appropriate user type.  Click a participant's name to view their full account.