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How to Generate a Link to Directly Enroll Users into User Groups

This article explains how to generate a link that can be used to enroll users directly into a group upon logging in or registering.

Enabling the Self-Registration option #

To allow candidates to register without approval, activate the Self-registration module by following the steps described below:

  1. To enable the Instant Self-Registration, go to System and select the Settings and Customization sub-menu.
  2. Navigate to the System Preferences tab and in the Additional Modules Setup:
    • Enable the Self-registration module to allow access to the registration form.
    • Enable the Instant self-registration module for immediate sign-up without registration requests or administrator approval.

Enable the self registration

Enabling self-enrollment and Sharing the Invitation Link #

To enable the self-enrollment option for user groups and allow direct access to the group via a link, follow these steps:

  1. Navigate to the Users section and select User Groups from the main menu.
  2. Create a new group or choose the desired group from the existing list.

User Groups tab

  1. In the Information tab of the group settings, enable the Self-enrollment option.
  2. Choose the group role that will be assigned to users upon joining:
    • Group User: a role with no permission to edit the group.
    • Group Manager: a role that can edit and manage the group.
  3. Set the link expiration date to define how long the link should remain active.
  4. Use the Copy link button to copy and share the link with potential group members.

Note: The link is regenerated every time you make a change.

User Groups Info tab

Candidate Perspective #

  • If candidates already have an account, they must enter their login credentials, and they will automatically become part of the group.
  • If candidates don’t have an account, they can register and would automatically become part of the group.

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