Adding users to the platform

TABLE OF CONTENTS

• Adding users 
• Using your welcome email as a learner to sign up
• Troubleshooting issues
• Getting help

Adding users 

Admins can invite users to the platform by pasting email addresses or by uploading a CSV file.

Inviting by pasting emails

1. Go to "People" tab
2. Click "Invite"
3. Select "Paste emails"
4. Paste one email per row in the invite field
5. For large groups, send invites in batches (recommended: 80-100 emails per invite)
6. Click "Send invite"

Inviting by CSV upload

1. Go to "People" tab
2. Click "Invite"
3. Select "Upload file"
4. Click "Download template" to get the required columns (email, first name, last name, realm)
5. Upload the completed file (maximum 5,000 rows)
6. Review the sections that apply: "Will be invited," "Already invited," "Errors"
7. Turn off "Send welcome email" if you don't want to notify these users - it's on by default
8. Click "Invite {n} users"

The upload runs in the background. There's no in-app status page - you'll get an email once it finishes, listing each address as invited or failed. There's no retry for individual failed rows - to fix them, upload a new file with just those rows.

After sending invitations, by either method, learners receive an email to join the platform. Once they've accepted, you can enroll them in specific journeys.

Using your welcome email as a learner to sign up

When learners receive a welcome email from the Collegial platform, it includes everything they need to create their account and start using the platform. Learners needs to follow these steps to sign up:

1. Open the welcome email and click on the "GET STARTED" button. A new browser page will open with instructions.
2. Follow the instructions to create their password and accept the invitation.
3. Enter their desired password in the provided field and click "Continue".
4. Follow the on-screen prompts to complete the sign-up process, including agreeing to the Terms of Service and Privacy Notice, and entering their name.
   
   

Troubleshooting issues

• "Invitation not found or already used" error:
  • If learners encounter this error, it may mean that their invitation has already been used or has expired. Learners should then follow the steps described in this article: What to do if you see the "Invitation not found or already used" message
    
    

Getting help

If you encounter any issues during the sign-up process, please contact support@collegial.com for assistance