Article verified for Release 15.1 on October 24, 2025.
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:
- Go to System and select Settings and customization from the main menu.
- Navigate to the System Preferences tab and in the Additional Modules Setup:
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- 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.
Creating User Group
To create a new user group, you should:
- Navigate to the Users module and select User Groups from the main menu.
- Click the New top-level group.
- Enter the name of the group.
- Enable the Self-enrollment option.
- Click the Save button.
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:
- Navigate to the Users module and select User Groups from the main menu.
- Choose the desired group from the existing list.
- In the Self-enrollment settings tab, enable the Self-enrollment option.
- 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.
- Set the link expiration date to define how long the link should remain active.
- Use the Copy link button to copy and share the link with potential group members.
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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 upon completing registration, they will automatically be added to the group.
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