Invite a contact to login
You can add unlimited contacts and invite them to login to their own portal to access their course content, bookings and online meeting links.
Invite contact to login
Login as admin
Go to contacts
Click on New contact button to add a new contact
Enter first name, last name, email in the inputs in contact details
Click Save on the contacts detail screen to save contacts details
Ensure you select SAVE on the contact before sending the invite
Click on ‘Send login invite button’ in contacts detail
On the popup, ensure the correct role is selected for the contact eg Student
Click on ‘Invite user’ button
An invite can be sent to an admin, trainer, student and Leadbooker/org rep
Outcome: Invite email has been sent to the contact.
How the contact accepts the invite
Contact receives email
Within the email there is an invite link
User selects the link
Open link using Chrome browser
4. On link, user is asked to set a password
Ensure to enter 8 characters with at least 1 number
5. Once set, user is asked to login using email and password
Reviewing invites sent to students
Once you’ve sent an invite, you will want to know if the user has accepted the link and logged in. To understand what stage the user is at
Login as an admin
Go to Contact
Navigate to the User Status Column
Filter by Status
Verified = set password and logged into their portal
Not Verifies = Sent link, but didn’t set password or login
Blank = never sent an invite, please send one
Contact email has changed, how to edit the login credentials for the contact
As admin, open the contact file
Edit the email & save
Instruct the contact to login using the new email address and the existing password.
If the contact can’t remember his password, use the new email and issue a forgot password email.
Outcome: The user will reset his password and login to his account.
Note: When an email is changed by the admin, there is no ‘re-verify' process.