How do I add/invite users to my Auzmor Learn account?

How do I add/invite users to my Auzmor Learn account?

Roles: Primary Admin, Admin

Description: In this article, you will learn how to invite one person or a few people to Auzmor Learn. You will also learn how to resend an invitation that has not been accepted yet.

Benefits:

  • Quick setup: Add a new employee in a few clicks and give them the right role from the start.
  • Clear status: See at a glance who has not accepted their invitation yet.
  • Easy follow-up: Resend invitations to one person or to several people at once.

Step by step: invite a person

  1. In the top navigation menu, click Company, then select People.
  2. Click the red + button in the bottom-right corner.
  3. Hover over Invite People and click Add People.
  4. In the Invite New People To Your Organization window, enter the person's Full Name.
  5. Select a Role.
  6. Enter the person's Email Address.
  7. If you want, select a Reporting Manager.
  8. Click Add.
  9. To invite another person, click + Add another and repeat steps 4 to 8.
  10. Click Send Invitation.

Invite People and Create A Team options with the Add People button

Invite New People To Your Organization window with Full Name, Role, Email Address, Reporting Manager, Add, and Send Invitation

Each person gets an invitation email. Until they accept it, they show a Pending tag on the People page.

Note: Full Name, Role, and Email Address are required. To choose the right role, see Default Roles in Auzmor Learn.

Note: To invite a long list of people, upload a spreadsheet in the same window. See How do I add multiple users at once to my account?

Invite window with the option to upload an xls or xlsx file and the Download template link

Step by step: resend an invitation

  1. Go to Company > People.
  2. Above the list, click the x on the Active tag. Only people with the Pending tag stay in the list.
  3. Hover over the person and click the three-dot menu.
  4. Select Re-Invite.

People page filtered to Pending users with the three-dot menu showing Edit, Force Activate, Re-Invite, and Delete

To resend invitations to several people at once, hover over each person and click the circle that appears. Then click the three-dot menu in the bar at the bottom of the page and select Re-Invite.

Three-dot menu in the selection bar with Add to, Re-Invite, and Delete

Activate a pending account yourself

If a person can't accept the invitation, you can activate their account with Force Activate in the same three-dot menu. If the person does not have an active account in another branch, you set a password for them. Share it with them securely. They are asked to change it the first time they sign in.

Common questions

The person did not get the invitation email. What should I do?

Ask them to check their spam or junk folder, and make sure the email address is correct. Then use Re-Invite. If the email still doesn't arrive, ask their IT team to allow emails from Auzmor.

What if the person already has an Auzmor Learn account in another branch?

Invite them with the same email address. They are added to your organization and keep using the sign-in details they already have.

Can I add people to a team when I invite them?

Not in this window. After they are added, select them on the People page. Then click the three-dot menu in the bar at the bottom of the page and use Add to.

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