Skip to main content

Invite Dashboard

The Invite Dashboard is a feature for employers and institutions to invite learners to the SOLO platform. Users can invite learners individually, in bulk, or by importing from a CSV file. The dashboard provides an overview of invited users, their statuses, and allows for easy management of invitations.

Overview​

  • Counts Display: The top section shows the counts of invited users, accepted invitations, and pending invitations.
  • User Categories: Invited users are categorized into learners, institutions, and employers.
  • Subscription Plan: Based on the subscription plan, you can invite learners only or learners along with other institutions and employers.
  • Search Option: A search bar is available to search within the invited users.

Sending Invites​

To invite users, follow these steps:

  1. Click on 'Send Invites': Located at the top right of the dashboard.

  2. Popup for Bulk Invites:

    • Type the email address.
    • Select the role (Learner, Institution, Employer).
    • Click on the 'Add' button to add the email to the list.
    • The added email will appear in the list below.
    • Repeat the process to add more emails.

  3. Editing Emails:

    • Edit existing emails in the list by clicking on the edit icon next to the list item.

  4. Send Invites:

    • Once all emails are added, click on 'Send Invite' to send the invitations.
    • Invites will be sent to all listed emails with an invite link.
    • Invited users can only sign up with the role specified during the invitation.

  5. Resend and Edit Invites:

    • You can resend invites and edit the role of an invite until it is accepted.

Invite by Importing Emails​

To invite users by importing emails from a file, follow these steps:

  1. Click on 'Invite Files': Located at the top right of the dashboard.

  2. Invite Files List Page:

    • This page allows you to upload and send bulk invites from files.

  3. Importing a New File:

    • Click on the 'Import' button to upload a new file.
    • The file should have 'Email' and 'Role' columns.
    • Download a sample file by clicking the link in the popup to get an idea of the format.

  4. Uploading the CSV File:

    • Once you create the CSV file in the required format, click on 'Choose File' and select the file to upload.
    • Click the 'Upload' button to add the file to the list.

  5. Bulk Sending Invites:

    • Click on 'Bulk Send' to start sending invites to all emails in the file one by one.
    • You can pause and resume this process.

  6. Tracking Invites:

    • As invites are sent, they will be added to the Invite Dashboard based on roles.

By using the Invite Dashboard, institutions and employers can efficiently manage and track their invitations, ensuring a smooth onboarding process for new users on the SOLO Network platform.

Registration Requests​

  • After signing in through the passcode, users will have two ways to access the platform: proceed directly or require approval from the inviting institution/employer.
  • On the Registration Request page, there is an option to automatically approve users onto the platform by checking the auto-approval option, allowing users to enter the platform directly without requiring manual approval each time.