Steps

1. Invite a Team Member
   1. Manual Input
   2. Sharable Link
   3. Integration Import

Invite a Team Member

From the Dashboard, Select People in the left sidebar

Select Invite Team Member

Manual Input

Enter User Info (see breakdown below) > Select Invite

• Enter Team Member Email Addresses in a comma separated list
• Optionally, Assign a Tag (suggested)

  • 📘

    Learn more about How to Create & Assign Smart Tags here.

    🚧

    If you Select or Create a Tag, you will not be able to manually Select Requirements.

• Optionally, individually Select Requirements

Sharable Link

Select Get Shareable Link

Paste the Link that was Copied to your Clipboard in a communication to your Team Member(s).

Example:

Integration Import

Select Add from Google/Microsoft

Select an Account you would like to connect

Complete sign in steps, and give permission to import users.

Next Steps

• How to Create & Assign Smart Tags
• How to Assign Training
• How to Send Training Reminders
• How to Assign Policies & Procedures for Attestation