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Manage enrollment links

Learn what enrollment links are and how to edit, deactivate, and delete one via the web app.

This feature is currently in Early Access. If you're interested, please contact your customer success manager to check if your organization is eligible.

Enrollment links are URLs that allow workers to quickly access and complete onboarding workflows without manual assignment. They streamline the onboarding process, especially for workers who need to get started on site quickly. With enrollment links, workers can get started immediately, completing all onboarding steps without waiting for admin setup. This ensures onboarding is completed without delays, so workers are ready for the job from day one.

To create an enrollment link, make sure you share the onboarding workflow first.

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Users.

  3. Click Link iconManage invites on the upper-right corner of the page.

  4. Click Plus iconAdd filter on the upper-left of the list and click Link type.

  5. Select Enrollment.

  6. Click the link you want to edit.

  7. In the side panel, click Settings.

  8. Click Edit in the "Details" section.

  9. Edit the following optional fields accordingly:

    • Link password: A password that users must enter before accessing the enrollment link. If you are sharing an enrollment link's QR code, you need to share it with your team members internally.

    • Expiration: The date when the enrollment link will expire.

    • Invite limit: The maximum number of users who can use the enrollment link to join the organization.

    • Permission set: The set of permissions that will be assigned to a user.

    • Groups: The groups the user will be added to.

    • Sites: The sites or levels the user will be added to.

  10. Click Save.

If you share your onboarding workflow with Globe/translate iconAnyone with the link, users will join on a lite seat with a "Basic" permission set.

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Users.

  3. Click Link iconManage invites on the upper-right corner of the page.

  4. Click Plus iconAdd filter on the upper-left of the list and click Link type.

  5. Select Enrollment.

  6. Click More vertical icon on the link’s right-hand side and select Deactivate invite linkDeactivate. Deactivate an enrollment link via the web app.

  7. In the pop-up window, click Deactivate.

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Users.

  3. Click Link iconManage invites on the upper-right corner of the page.

  4. Click Plus iconAdd filter on the upper-left of the list and click Link type.

  5. Select Enrollment.

  6. Click More vertical icon on the upper-left of the list and select Delete iconDelete. Delete an enrollment link via the web app.

  7. In the pop-up window, click Delete.

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Users.

  3. Click Link iconManage invites on the upper-right corner of the page.

  4. Click Plus iconAdd filter on the upper-left of the list and click Link type.

  5. Select Enrollment.

  6. Check the boxes on the left-hand side of the enrollment links you want to edit.

  7. At the bottom of the page, click Edit and update one of the following options for the users:

    • Clock rotate leftRenew: Select a new expiration date for the enrollment links and click Renew.

    • Deactivate invite linkDeactivate: Click Deactivate to deactivate the links.

    • Wand iconReactivate: Click Reactivate to reactivate the links.

    • Group iconUpdate invite limit: Enter the number of users that can access the enrollment link to join the organization and click Update.

    • Delete iconDelete: Click Delete to delete the links.

Bulk edit enrollment links via the web app.

You can also manage and customize your enrollment links within the invite links created in your organization.

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