Inviting/adding trainees
This help file shows you how to invite a trainee using their email address. If they don't have an email address, check out add trainee via username o...
Wed, 18 Mar, 2026 at 10:58 PM
If your trainee doesn't have an email address, here's what to do. From within the Trainees and courses page, click into the Options dropdown menu an...
Mon, 12 Jan, 2026 at 2:41 PM
If you are an Account Holder or Manager, there's a quick and easy way to add yourself to the course: From Analyse > Dashboard, choose Quick Invite ...
Tue, 17 Mar, 2026 at 7:19 PM
Important things to know before you use the bulk upload If you make a mistake with an email address or username it will use one course licence but you can ...
Wed, 18 Mar, 2026 at 10:50 PM
If you've invited a trainee and want to cancel the invitation because you've made an error, or the person has left and you want to invite someone ...
Tue, 14 Jan, 2025 at 10:49 PM
Click on Pending invitations in the Trainees and courses' Options dropdown menu. Click Resend all invitations to send invitations based on the filtered ...
Mon, 13 Jan, 2025 at 3:02 PM
If you receive a notification to your email that an invitation has bounced back it is because the email address you invited is either incorrect (e.g. typo) ...
Mon, 13 Jan, 2025 at 3:26 PM
Occasionally you'll invite someone who has had a trainee profile with another company. If so, you'll see a warning that this is the case. Please b...
Thu, 22 Jan, 2026 at 5:17 PM
From Analyse > Dashboard, choose Quick Invite Select the course from the dropdown menu (e.g. Forklift Operator (Unit Standard 10851)). Enter the e...
Tue, 17 Mar, 2026 at 7:42 PM
From Manage > Trainees and courses, click Add/Invite Trainees. Select the course from the dropdown menu (e.g. Forklift Operator (Unit Standard 1085...
Tue, 17 Mar, 2026 at 8:25 PM