Invite Users to Your Company

Invite users to your company in Ascender so that they can begin accessing the platform. This article covers how to invite users one at a time. To invite multiple users at once, refer to the Invite Users to Your Company via File Upload article instead. To reactivate a previous member of your company, refer to the Reactivate Users article instead.

Instructions

Check License Availability

In order to invite a user, there must be an unoccupied Ascender license available. The Total Users summary count at the top of the My Team tab of Team Management shows the number of occupied vs purchased Ascender licenses.

Invite a User

via Profile and Account Settings > Team Management > My Team

1. Select Invite.

2. Fill in all of the required user fields (marked with *) and fill in the optional ones as needed.

   1. Personal Information

      1. The user’s email address is their unique identifier in Ascender and is a required field, as are First Name and Last Name.

      2. Reports to is optional, but recommended, as setting this up allows managers to assign courses and pull report data on those that report to them. It also allows you to group company-wide report data by manager.

      3. If your company has SSO configured for Ascender (or plans to), the user’s email in Ascender must match their UPN or be aliased in your SSO provider (meaning it must be the same Email Address that they use to log in with SSO).

   2. Role & Attributes

      1. Functional Area is required.

      2. Title, Region, and any company-specific custom fields are optional.

   3. Access & Permissions

      1. We recommend only selecting a methodology license if the user you’re inviting has already attended manager coaching or training for that methodology. For upcoming manager coaching or training participants, they’ll be automatically granted the license when you assign them the pre-work.

      2. If you need grant Authorized Purchaser permission to a user, contact tech.support@forcemanagement.com (this permission grants access to purchasing so we need to verify this request prior to granting it).

      3. Select the Manage Users and Manage Assignments permissions if this user needs to manage participants for FM services-related assignments (e.g., training participants).

      4. Managers (those will other users reporting to them in Ascender) will automatically be granted access to assign & pull reports on their team members, so you don’t need to select permissions here unless they need to be able to do the same for all users in your company.

3. Select Send Invite.

This will send an invitation to the user. If the user was previously on an OnDemand individual plan with the same email, their invitation will provide them with the option to transfer their previous records to this Plus account or to leave their records separate and start fresh for Plus instead.

Additional Information

• Invited users will be listed on your My Team list with a status of Waiting until they log in for the first time and complete their onboarding.

• If the invited user was previously on an OnDemand Pro or Connect plan, they’ll show a status of Pending Transfer instead.

• Waiting and Pending Transfer users count towards your license usage.

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