Inviting a Trainee to a Course

You can invite both existing and new trainees directly from a course.

Open the Course

1. Select Courses from the left navigation menu.
2. Open the course you want to assign.
3. Click Invite in the upper-right corner.

A flyout panel opens with the course information and invitation options.

Invite Existing Trainees

Use this option to assign the course to trainees who already have a Trakstar Learn account.

1. In the Invite drop-down menu, select Existing.
2. Browse the list of trainees or use the Search bar to find specific users.
3. You can also select trainees by Group.
4. Check the box next to each trainee you want to invite.
5. Click Invite (X) in the lower-right corner, where X represents the number of selected trainees.

After the invitation is sent:

• A confirmation message appears at the top of the page.
• Selected trainees receive an email notification.
• Click Back to Course in the upper-left corner to return to the course.

Invite New Trainees

Use this option when the trainee does not already have an account in your Learn site.

1. In the Invite drop-down menu, select New.
2. The Add New Users form appears.
3. Enter the trainee's information.
4. Click Add in the lower-right corner.

The trainee is:

• Added to your Trakstar Learn account.
• Assigned to the course.
• Sent an email invitation to begin training.

Password Requirements

When creating a new trainee account, the password must include:

• At least 8 characters
• At least 1 uppercase letter
• At least 1 lowercase letter
• At least 1 number
• At least 1 symbol