How to Create a New User Account 

1. Go to the Program Management | Staff & Students environment. 
2. In the Users workspace, click the Add (+) button at the top right of the table. 
   
3. To create a new user record you must enter three specific pieces of required information:
   1. In the Details tab: Enter a First Name, Last Name, and Email (which becomes the username, but can be changed). Additional details are optional.
      
   2. In the Programs tab: Add the relevant program. You can also add a sub-program if needed—only those linked to the selected program(s) will appear.
      
   3. In the Roles and Tags tab: Assign the user's role(s). Use Quick Add roles for predefined role sets, or click the Add + button below to manually select individual roles.
      

4. Inviting Users to Register:

   • Individual Invite:

     • Go to the user’s Details tab.

     • Click Send Setup Invitation (button appears when required fields are complete).

     • Users receive a registration email with a link; invites can be sent multiple times.
       

   • Bulk Invite:

     • Filter the Users table by Role, Program, or Date Created.

     • Select users using the top-left checkbox.

     • Click Invite # Users at the bottom.

     • Note: Only invites users on the current page. Use settings to increase rows per page.
       
       

   • Manual Registration Link:

     • After sending an invite, click Create share link under the invite button.

     • Link is copied to your clipboard—send it via email manually if needed.
       

   ---

   Editing User Info:

   • Go to Program Management | Staff & Students.

   • Search and expand the user profile.

   • Click on any field to edit; changes save automatically.

   ---

   NOTE: Accounts with the "Student" role may incur a fee based on your program’s payment settings.