A GZ Learn invite link feature lets you control which users register for your portal and what they are assigned to, without adding each user to the portal individually. 

In this article, we will explain:

• How to access the Invite Links screen
• How to create a new invite link

ACCESS THE INVITE LINK SCREEN

To access the Invite Links screen (Fig. 3), click the drop-down menu in the top-left corner of the screen and select Users (Fig. 1).

Figure 1. The Users menu option

From the Users screen, click the Invite Links button (Fig. 2) in the top-right corner of the screen to access the Invite Links screen (Fig. 3). 

Figure 2. The Invite Links button

CREATE A NEW INVITE LINK

From the Invite Links screen (Fig. 3), click the Add Invite Link button in the top-right corner of the screen. 

Figure 3. The Invite Links screen

From the Add Invite Link screen (Fig. 4), you can create an invite link to fit your user onboarding needs. Complete the following fields:

• Title: In the Title field, add a descriptive title to your invite link to help you remember what it's for, such as an open registration or a specific user group. Only administrators will see the title. 
• Expires After: If you would like the invite link to expire and no longer accept users after a certain date, you can enter an expiration date in the Expires after field.
• Restrict Access: Select how you would like to restrict access for this invite.

  • Open Registration: Invite links marked as 'Open Registration ' will allow users to register without needing an access code. Only one open registration setting can be active at a time.

    Note: We recommend using this option if you would like to publicly share a link (via a website or email) and allow anyone to access the portal to register as a portal user.

  • Restrict via Code / Link: Invite links marked as Restrict via code / link will generate a unique access code and link that can be distributed to multiple users. You can view and copy the access code and link on the Invite Links screen (Fig. 3). If you send the invite via a copy-pasted URL, the access code is already embedded and your recipient will not need it. 

    Note: This is the most common option. We recommend using this option if you want to invite a specific set of users to register for the portal (typically via email). You can share the generated link or share the portal URL and the generated access code. 

  • Restrict via Email Domain(s): Invite links marked as Restrict via email domain(s) will restrict your registration by requiring the user to own an email address at a specified domain or domains. If selected, the Allow Email Domains field will appear. Enter your preferred domains. To add more than one domain, click the plus icon to the right of the field and enter the domain. If no domains are listed, the invite link will be available to any email domain. 
• User Account: If you would like to automatically sort the user into a designated account upon acceptance of the invite, select the preferred option. 
  • Add Users to the Default Account: Add users to the portal's default account. Use this option when accounts are not in use, or when not all users need to be segmented by account.
  • Add Users to a Specific Account: After selecting this option, an Add Users To Account drop-down menu will display. Select the preferred account from the drop-down menu. Use this option when you want all users who use this invite link to be associated with the selected account.
  • Allow Users to Self-Select Account: Allow users to select their account from a drop-down menu during registration. Use this option for trusted registrations or in situations where exposing your full account list is not an issue. 
  • Allow Users to Enter Account Value: Allow users to enter a unique account-related value during registration. This option is available when a custom text field is associated with an account (such as an account number). A user will be added to an account if the account value entered during registration matches the value of the account custom field. This option will be disabled if there are no custom text fields associated with accounts. 
• Account Match Field: If you have a custom field attached to accounts, enter that information into the Account Match Field text box. If you need more information on custom fields, reach out to GZ Learn support by emailing learn@growthzone.com. 
• User Groups: If you would like to automatically sort users into a designated group upon acceptance of the invite, select the preferred group(s) from the User Groups drop-down menu. When more than one user group is selected, the user must choose a group when accepting the invitation.

• Assign Modules: Pre-assign modules to users who register with the link by selecting the appropriate modules from the Assign Modules drop-down menu. 

  Note: We recommend assigning modules through Group access and using this option only in special circumstances. 

• Redirect Path: To control where users are directed after accepting an invite, enter a valid GZ Learn path in the Redirect Path field.

  Note: This must be a path within your portal, not an external link. 

• Enable Invite Link: Not ready to publish the invite link or want to retire an existing one? Use the Enabled checkbox to control whether or not users can register using the invite link. To disable the invite link, simply uncheck the checkbox. 

Click the Save button. Once saved, you will be redirected to the Invite Links screen (Fig. 3) to view and access your invite link URL and access code (if applicable).

Figure 4. The Add Invite Link screen

Sharing Invite Links

A GZ Learn invite link functionality allows you to control which users register for your portal and what they are assigned to, without having to add each user to the portal individually. Once created, you can easily share your invite link with your intended audience. 

In this article, we will explain:

• How to access the Invite Links page
• How to share an invite link

ACCESS THE INVITE LINK PAGE

To access the Invite Links page (Fig. 3), click the drop-down menu in the top-left corner of the page and select the Users link (Fig. 1).

Figure 1. The Users link

From the Users page, click the Invite Links button (Fig. 2) in the top-right corner of the page to access the Invite Links page. 

Figure 2. The Invite Links button

SHARE AN INVITE LINK

From the Invite Links page (Fig. 3), you can view all of your invite links and easily copy any invite-link URL, plus view access codes, the number of registrations, and any applicable expiration dates.

To copy the invite-link URL, click the Copy Link button (Fig. 4) on the Invite Links page (Fig. 3). The link can also be copied from the Edit Invite Link page. The button will change to indicate that the link has been copied. Once copied, share the URL with your preferred audience via email or any other method of your choice.

Figure 4. The Copy Link button

When a user goes to the link, they'll be asked to sign in or register. Once they log in, they will be directed to your portal's homepage and will have access to assigned modules or assets. If a redirect path was assigned in the invite link, users will be directed to the designated redirect path.