How to create managed ApprentiScope accounts for participants without entering any profile or demographic data and without giving the participants platform access.
NOTE: Before inviting apprentices, be sure you understand the distinction between managed and authenticated accounts - Tutorial: INVITE - How to Create ApprentiScope Accounts for Participants.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+
Select 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 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 types. Click a participant's 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.
