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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

1

Open the course

Go to the Learning tab and select a course by clicking its cog icon. This opens the management page.
2

Enable it

Activate the course for your organisation, top right. Until you do, nobody can be invited to it.
3

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.