1
Click on User Invite & Training
From the dashboard, open the User Invite & Training section in the left-hand navigation.
2
Click on Invite Employee
Click the Invite Employee button to open the invitation form.
3
Enter the employee's name
In the empty field, enter your employee's full name.
4
Enter the employee's email address
Type their email address in the email field.
5
Click Send Invitation
Click Send Invitation to deliver the invite to the employee's inbox.
6
Confirm the pending invite
You will see the pending invite towards the bottom of the screen.
7
Click View Details to assign training
To assign specific training to specific users, click View Details on the employee row.
8
Click Assign Training
Open the training assignment panel.
9
Select training modules
Check the modules to assign. Available modules include Policy Review, HIPAA 101, and Cybersecurity Awareness.
10
Click Assign Training to confirm
Click Assign Training to finalize the assignment. The employee will see these modules in their training hub.
