How to Invite Participants to Create their own Authenticated Accounts

Learn how to invite participants so they create their own accounts and input their own profile and demographic data.

NOTE:

• Before inviting apprentices, be sure you understand the distinction between managed and authenticated accounts - Tutorial: INVITE - How to Create ApprentiScope Accounts for Participants.
• It is recommended that you send external notifications to participants before inviting them, as the invitation is sent using an ApprentiScope email that they may not recognize. How to Introduce Participants to ApprentiScope Before Inviting Them to Access the Platform (email templates).

Step 1: Click INVITE on the Navigation Bar

Step 2: Confirm that "Authenticated" is highlighted, and Click "Invite External Users"

Step 3: Select the Participants Employer from the Dropdown & Click Continue

Step 4: Complete the Invite Users Boxes and Click ADD+

Select the participants User Type as appropriate.  Enter their email address, and select their occupation.

Note: You will then be given the chance to add additional participants with the same employer, before sending out the official invitations.  

Step 5: After Adding all the Participants you want to invite, Click SEND INVITATIONS

The "Send Invitations" button will not be highlighted until ADD+ has been clicked for at least 1 participant.

Note: After clicking SEND INVITATIONS, participants will receive the email below from notifications@apprentiscope.com inviting them to create their account and log into the platform. 

Step 6: Once an invited participant creates his/her account, they will appear on the appropriate PARTICIPANTS list.

Step 6: To review participants who have been invited but not yet created their accounts, Click MANAGE on the navigation bar and then INVITATIONS

This page will show you the date you sent out an invitation and whether it has been reviewed or not.  

NOTE: When participants complete their account login, they will disappear from the Manage Users-Invitations tab.

Step 7: To Revoke or Resend an Invitation before it is accepted, hover over the participant's name and click the 3 Vertical Dots that will appear at the end of the row. 

NOTE: DO NOT RESEND AN INVITATION BY JUST REPEATING THE INSTRUCTIONS ABOVE.  Doing so may lead to duplicate participant accounts. Instead either:

1) Revoke the invitation and then resend the invitation using the steps 1-4 above, OR

2) Copy the Invitation Link and email it directly to the participant if they are not able to locate the initial invitation email from ApprentiScope.