Invite employees so they can sign in

New employees, whether added one at a time or by CSV import, are not emailed automatically. You decide when to invite them. This lets you set everything up first.

People who haven't been invited show an Invite Not Sent badge on the Employees page. A banner at the top shows how many are waiting.

Invite everyone who's waiting#

1. Go to Employees.
2. In the banner that says [number] employees have not been invited yet, click Send All Invites.
3. Confirm. You'll see Invitations sent to [number] employee(s).

Invite one person#

On the Employees page, click Send Invite in that person's row.

Invite a selection#

1. Check the box next to each person. To select everyone that matches your current search or filters, check the top box, then click Select all [number] matching.
2. Click Send Invites in the bar that appears.

Anyone already invited is skipped.

What employees receive#

An email titled You've Been Invited to HIPAA Training - [your organization] with:

• a Set Up Your Password button, valid for 72 hours
• your organization's login link to bookmark

Emails usually arrive within a minute or two.

Note

Once someone has been invited, Send Invite no longer appears for them. If their link expired or they lost the email, click Reset PW instead. It sends a fresh link to set a password. See Send an employee a password reset.

Tip

Training you assign before inviting someone doesn't email them about that assignment. When they sign in after accepting the invitation, the training is waiting on their dashboard.