Manage enrollment links
Learn what enrollment links are and how to edit them individually or in bulk, and deactivate or delete one via the web app.What are enrollment links?
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 choose their company, if needed, and start onboarding immediately with no admin setup required. 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.
Edit an enrollment link
Click your organization name on the lower-left corner of the page and select Users.
Click
Manage invites on the upper-right corner of the page.Click
Add filter on the upper-left of the list and click Link type.Select Enrollment, and then click Done.
Select the link you want to edit.
In the side panel, click Settings.
In the "Details" section, click Edit.
Edit the following fields accordingly:
Link password: Turn on, then set a password required to open the link. For enrollment link QR codes, share them with your team members internally.
Expiration: Turn on, then select the date the link expires.
Invite limit: Turn on, then enter the maximum number of users who can join the organization via this link.
Permission set: Select the permissions for users joining via this link.
Request company name: Turn on to allow invitees to select their company.
Sites: Select the sites that users will join.
Groups: Select the groups that users will join.
Click Save.
If you share your onboarding workflow with 
Anyone with the link, users will join on a lite seat with a "Basic" permission set.
Deactivate an enrollment link
Click your organization name on the lower-left corner of the page and select Users.
Click
Manage invites on the upper-right corner of the page.Click
Add filter on the upper-left of the list and click Link type.Select Enrollment.
Click
on the link’s right-hand side and select 
Deactivate.
In the pop-up window, click Deactivate.
Delete an enrollment link
Click your organization name on the lower-left corner of the page and select Users.
Click
Manage invites on the upper-right corner of the page.Click
Add filter on the upper-left of the list and click Link type.Select Enrollment.
Click
on the upper-left of the list and select 
Delete.
In the pop-up window, click Delete.
Bulk edit enrollment links
Click your organization name on the lower-left corner of the page and select Users.
Click
Manage invites on the upper-right corner of the page.Click
Add filter on the upper-left of the list and click Link type.Select Enrollment.
Check the boxes on the left-hand side of the enrollment links you want to edit.
At the bottom of the page, click Edit and update one of the following options for the users:
Renew: Select a new expiration date for the enrollment links and click Renew.- Deactivate: Click Deactivate to deactivate the links.
Reactivate: Click Reactivate to reactivate the links.
Update invite limit: Enter the number of users that can access the enrollment link to join the organization and click Update.- Delete: Click Delete to delete the links.
You can also manage and customize your enrollment links within the invite links created in your organization.
Was this page helpful?
Thank you for letting us know.