Invitations and sign-in access

Creating somebody does not let them in. They also have to be told, and what you do next depends on the status their record is in.

The five statuses

Status	What it means
Invited	They have been emailed and have not accepted yet
Imported	They exist in Learnient and nobody has told them
Active	They have accepted and can sign in
Pending	They signed themselves up and are verifying their email
Archived	They cannot sign in at all

Imported is the one that surprises people. It is what a spreadsheet import leaves behind when the invitation toggle was off, and nothing further happens to those people until you invite them.

Inviting somebody

1. Find the person in Users.
2. Choose the actions menu at the end of their row, the three dots.
3. Choose Invite.

Invite only appears on somebody who is Imported. On an Invited person the menu offers Activate instead.

The menu is short at this stage: Edit, Move to and Invite, alongside the data actions that appear on everybody. The ways back in that an active person has, and Archive, are not there yet.

Inviting several people at once skips anyone already active or archived, so you can select a whole list without picking through it.

Inviting somebody who is already Invited sends the email again, which is the way to deal with one that went astray.

What they receive

An email inviting them, with an Accept invitation button. Opening it takes them to a screen where they choose their own password, and their status becomes Active as they finish.

The link is good for 24 hours. After that, invite them again rather than waiting for them to find it.

Activate on an invited person is a different thing from them accepting. It makes them active without them ever setting a password, so use Invite again unless you intend to set their password yourself.

For somebody who is already active and cannot get in, and for archiving somebody who leaves, see Restoring access and archiving leavers.