There are two ways to get people into a course. Invite them yourself when you want a specific
course to go out, or set up automatic invites and let the platform keep enrolling people over
time.
Announcing the training before the invitation lands makes that invitation look genuine rather
than like phishing. See Start courses.
Manual invites
You choose the course and the people, and send the invitations.
Automatic invites
The platform invites people on a monthly, quarterly or yearly rhythm.
Manual invites
Open the course
Go to the Learning tab and select a course by clicking its cog icon. This opens the
management page.
Enable it
Activate the course for your organisation, top right. Until you do, nobody can be invited
to it.
Invite people
Use the options under Actions to send the invitations.
Settings under Actions control how invitations work.
Automatically assign is particularly useful if you sync with Entra ID, since new joiners are
enrolled without anybody remembering to do it.
Automatic invites
Rather than deciding each time, you can let the platform invite people on a fixed rhythm. Find
it under Settings then Learning.
How often
Which courses
Choose which set of courses the invitations draw from.
A preview of the courses in your selection appears in a list below the setting, so you can see
exactly what people will receive before switching it on.
The third option keeps you in control of the curriculum: enable the courses you want people
to take, and the automatic invites follow that list rather than everything we publish.
Who gets invited
You can invite everybody on that rhythm, or base it on phish rate so the people who are
actually getting caught are the ones receiving training.
Basing invites on phish rate targets the training where it is needed and keeps the load off
people who are already spotting simulations. Inviting everybody monthly is the simpler
option, and the right one if you need organisation-wide coverage for compliance.
What people receive
An invitation email, which you can customise with your own branding and wording. See
Feedback mails & invites.
Users who have not yet activated their learning account receive a different mail from those who
already have one. Both are customisable. What happens on their side is covered in
End-user experience.