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.
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 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.
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.
Click the link you want to edit.
In the side panel, click Settings.
Click Edit in the "Details" section.
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.
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.
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