As the Client Admin, you will administer your organization's OLI software training group. You can invite a new trainee from your organization using the following instructions.
Important Notice: Should another person in your organization have this responsibility? First, follow the steps in this article to add the appropriate individual. Then, see this article: Assigning Training to a User, to give them the appropriate permissions.
1. Select User Roles from the sidebar.
- Log in to the admin portal at https://appmanager.olisystems.com.
- Navigate to the sidebar and click on "User Roles".
2. Select the contract you wish to modify from the Contract List.
- In the User Roles section, you will see a list of contracts.
- Find and select the contract you want to modify to invite a new user.
3. Click Add Users(s).
- Once you have selected the contract, look for an option to "Add User(s)" and click on it.
4. Enter the details of the user you wish to invite.
- A modal (pop-up window) will appear prompting you to enter the new user's details.
- Fill in the required information
- First Name: The user's first name.
- Last Name: The user's last name.
- Email: email address where the invitation will be sent.
- Phone Number (optional): The phone number of the user to assist in support.
- Additional users can be invited using the orange button.
5. Invite emails sent to users
- The user(s) you invited will receive an email from olisystems.com asking them to confirm the invite.
Once confirmed, users can access the training on our Training website.