Invite Users to EdApp via Email/Bulk Upload

Users can be invited to EdApp in a variety of ways. Inviting via email (bulk upload) is good for manually controlling who receives an invitation, or if you need input additional information.

You can also invite users via invite links.

See guide for troubleshooting.

 

Content

Send invitation via EdApp

Full customization

 

Send invitation via EdApp

1. Navigate to ‘Invite Users’

2. Click ‘Individual’ to invite individual users via email    

This allows you to send individual users their login details via email.

A good option for inviting a few users to the platform at once. You can also customise the subject line before sending.  

If you invite someone as an admin, they will automatically be given the learner, reviewer and content author roles. See here for all types of permissions.

3. Click 'Bulk' to invite a large group of users via email 

Useful for uploading numerous users at once. The CSV file must be laid out in a specific way as indicated on this page in order for the data to be uploaded correctly. Within the CSV file, the columns should be titled as the information you would like to upload. The only required field is email, however admins can also add the following fields if applicable:

  • First name
  • Last name
  • User group
  • Username

4. Check off "Send invitation email" to send uploaded users an email with their login details.

If unchecked, the users will be created but they will not be notified.

You can also add a custom subject line that users will receive on the email that is sent out. This is so you can make it specific to your organisation to encourage learners more!

 

Full customization

If you opt to send an invitation email, the learner will get a standard template from EdApp. You may prefer to fully customize the sign-up experience for the user by following the instructions below:

1. Navigate to ‘Invite Users’

2. Click 'Bulk' and download the template

The CSV file must be laid out in a specific way as indicated on this page in order for the data to be uploaded correctly. Within the CSV file, the columns should be titled as the information you would like to upload. 

 

3. Fill in the template

We recommend filling in the following fields:

  • Email (recommend keeping the username the same)
  • First name
  • Last name
  • Password (they will be prompted to change this upon sign in for the first time)

4. Upload the template & un-check "Send invitation email".

If unchecked, the users will be created but they will not be notified.

5. Send a fully customized email from your own provider

Be sure to include the username and password they are to sign in with. Here's an example below:

Hi John,

QR code download for EdApp

You've been invited to join EdApp to complete [course]. This is important because...

To get started:

1. download the mobile app through the Apple or Google Play Store, or scan the QR code.

2. login with your username and password provided below. 

Username: your email
Password: Company2021!

3. The app is where you’ll access and complete all your available training content.

 

This allows you to add your own branding and flare, including your logo and any other information you might want to include!