Overview
As the Sponsor Admin, you will be responsible for adding and inviting users to the OJL Tracker. Below you will find steps on how to add learners, evaluators, instructors, and admins.
How to Add People
Navigating to the Add People Page
Step 1: From your homepage, click on People on the left-hand side of your screen.
Step 2: Then click Add People in the top right-hand corner.
Sponsor admins will have the option to either add additional admins or facilitators to their sponsor organization (left box) or add learners, evaluators, instructors, facilitators, and administrators to their sponsored organizations.
Adding Additional Admins or Facilitators to the Sponsor Admin Organization
Step 1: To add an Admin or Facilitator to your Sponsor Organization click Add in the left-hand box.
Step 2: You will then be asked to enter the users's first name, last name, and email address.
Step 3: Click Create Account when you have entered the user's information.
Add People to Other Organizations
Step 1: Click Add under Add People to Other Organizations.
Step 2: You will be presented with two options: adding users individually, or in bulk. We will walk through how to add users individually in this article. If you would like to add users in bulk, please reach out to your Customer Success Manager for assistance.
Step 3: Once you have selected Add Individually, you will be asked to enter the user's first name, last name, email, and role. Please note, fields such as Address, Mobile Number, and Date of Birth are optional fields when creating a learner. Learners will be prompted to provide this information when they log into Craft for the first time.
Step 4: When you are finished, click Next.
Step 5: You will then select the organization(s) the user belongs to. Please note you must create organizations first before you can associate a new user to them.
Bulk Upload Learners
If you need a way to create a lot of users at one time and assign them to organizations, please reach out to support@crafteduation.com and we can do this for you!
How to Invite People
Once you have added people to the OJL Tracker, you will need to invite them to create their passwords. Users are not automatically sent an invite when added. We strongly recommend inviting users after you have created your program and assigned users to your program.
Step 1: Navigate to the People tab and select My Sponsored Organizations to see the users created within organizations under your sponsor org.
Step 2: Select the user(s) who you wish to invite, then click the blue options button, then Send Invite. Confirm the invitation by selecting Invite.
Each person selected will receive an invite email with instructions on how to set up their password. They can Access and Login to the app after they complete this step.
💡 TIP: Bookmark the link to Craft's OJL Tracker for quick access in the future.
Inviting a User from the Profile Page
Users can also be invited to the OJL Tracker directly from their profile page.
Step 1: Navigate to the profile of the user you wish to invite and scroll to the bottom.
Step 2: You’ll see a section labeled Status, which shows when the user was last invited and when they last logged in. To the right, click Resend Invite to send the invitation.
FAQ
I am attempting to add a user, but I am receiving the message "Please provide unique email address", however, I do not see the user's email address in Craft.
Craft's search functionality defaults to users who are Active only. Verify that the user is not currently in Craft as a deactivated user. On the People tab, select the Deactivated button with the icon of the crossed out eye. Then, search for the user again.
I sent the invite email, but they didn't receive it. What do I do?
Some IT departments will filter out unfamiliar or external email addresses by default to protect their users from spam. We recommend asking all users to add no-reply@notify.craftedu.com to their email contacts to mark communications from Craft as "safe." Then they can use the "Reset Password" link on the sign-in page to set up their password. Alternatively, they can also use the social sign-on options if they use Google or Microsoft for their email.
If the user you added continues to have issues, please reach out to support@crafteducation.com.
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