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Purpose

Invite an existing learner to a specific course from the Data Manager.

Note:
The same workflow applies to Program invitations and (when the user is known) Platform invitations.

  • Use bulk invitations (tenant admin) or placeholder invitations (super admin) for unknown platform users.

Steps

Open the Invitation App

  • In Data Manager, navigate to Catalog Invitation Apps

Choose Invitation Type

  • Click Add Course Invitations
  • (For programs, choose Add Program Invitations; for platforms, choose Add Platform Invitations)

Select the Learner

  • Search for and pick the user; they must already exist on the platform
  • Leave the Email field empty (not required if the user is found)

Confirm Status

  • Ensure the Active toggle is on

Pick the Course

  • Choose the course the learner should join

Save

  • Click Save
  • A confirmation entry confirms the course invitation was created

Result

The learner now has an invitation to the selected course, issued directly by a super‑admin.


Bulk Invites

Purpose

Invite users to your tenant by uploading a CSV, reviewing/editing entries, and submitting the invitations—all from one place.

Steps

Open Tenant Invites

  1. Click your profile dropdown and select the tenant name.
  2. Go to Management → Invite.

Get the Template (Optional)

  • Click Download CSV Template to get a starter file you can fill out.

Upload the CSV

  • Click Upload CSV and choose your file.

Review and Edit

  • Update any values directly in the grid.
  • Add rows for additional users you forgot to include.
  • Delete rows if needed.
  • You can edit both columns and rows before submitting—use this to validate that everything looks right.

Submit

  • Click Submit.
  • The uploaded users appear in the list as Pending until they register.

Result

Your CSV entries are imported as invitations for the selected tenant, with each invite pending until the user completes registration.