Invite Users to Your Organization

You can invite users one at a time or in bulk using a CSV file. Invited users receive a welcome email with a link to set their password and access the platform.

Invite Individual Users#

1. Go to Admin → People → Invitations.
2. Click Send invitations.
3. Enter the user's email address.
4. Select a Role: Learner, Instructor, or Admin.
5. Optionally assign a Department and User group.
6. Click Send invitation.

The user receives an email within a few minutes. Invitations expire after 7 days.

Bulk Invite with CSV#

1. Go to Admin → People → Invitations and click Import from CSV.
2. Download the CSV template to see the required column format.
3. Fill in the template with your users' details:

4. Upload your CSV and click Preview to review any errors.
5. Click Send invitations to dispatch all emails.

Resend or Cancel an Invitation#

1. Go to Admin → People → Invitations.
2. Find the pending invitation in the list.
3. Click the ⋮ menu → Resend or Cancel.

What Happens After Invitation#

• The user receives a "Welcome to SkillStream LMS" email.
• They click the link and set their password (unless SSO is enforced).
• Their account appears in Admin → People → Users with status "Active".
• Any course enrollments you pre-assigned are immediately visible in their dashboard.

Troubleshooting#

User says they did not receive the invitation email Check the user's spam/junk folder. You can also resend the invitation from the Invitations list. Ensure the email address was entered correctly.

CSV upload shows validation errors Common causes: invalid email format, department/group names that do not match exactly (case-sensitive), or the role value is not one of the three accepted values.

Invitation has expired Invitations expire after 7 days. Go to the Invitations list and resend.