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      How to Convert Managed Participant Accounts to Authenticated Accounts

      Learn how to effectively give participants ApprentiScope access by converting their managed accounts to authenticated accounts.

       

      Note: This guide assumes you have previously created a managed account for a participant.  Managed Users do not have access to the ApprentiScope platform.  Converting a managed account to an authenticated account will give that participant access to the platform.   

      Step 1: Notify Users Before Conversion (Optional)

      While this step isn't required, it helps ensure a successful conversion process.

      Whether you choose to notify users verbally or through email, it's helpful to include the following information:

      1. What is ApprentiScope? Providing context for the platform can help new users understand why they are being given an ApprentiScope account.
      2. What to expect. They should anticipate an email from notifications@apprentiscope.com asking them to reset their password. It can help to check their Spam folder if it doesn't appear in their primary inbox.

      Please feel free to consider the following templates.

      Step 2: Navigate to Participants and Select any User Group (apprentices, youth apprentices, etc.) 

       

      Step 2: Click the 25Ξ filter button  (Optional)

      •  The 25Ξ button will allow you to convert more accounts at once by showing you more participants on each page.

      Step 3: Click the White Box Next to the Participant(s) whose account(s) you want to Convert from Managed to Authenticated

      • You also can click the empty box next to "Name" to select all participants on that page.
      • Once you click at least one participant, the blue ACTIONS button will appear.

      Pro Tip:  If you mark an already authenticated user, the system won't send them an email.

      Step 4: Click ACTIONS and then "Convert to Authenticated"

      Note:  Once you click "Convert to Authenticated", you will see no difference on the page.  If you click into an apprentice's profile details page, you will see their Account Type has changed from "Managed" to "Authenticated."

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      Step 5: Converted participants will receive the email below from notifications@apprentiscope.com

       

       

      Need further instruction? 

      Click here to schedule a training session with the ApprentiScope team.