Account Overview

What is an applicant account?

An applicant account is designed for users who create and manage applications on behalf of one or more Customer organizations. Applicants act as the operational contact who submits applications for educational services and courses, manages attendees, and follows the application through its lifecycle until it is accepted, approved, or rejected.

Applicant Account Activities

Applicants can engage in application-related activities on behalf of their assigned customer organizations, including:

  • Service and Course Discovery: Browse the on-request services and courses available on the platform to decide what to apply for
  • Application Lifecycle Management: Submit applications, course applications, and ongoing course applications and follow them through until they are accepted, approved, or rejected, including managing their attendees and supporting files
  • User Invitations: Invite additional users to the customer organizations they are assigned to

How to get an applicant account?

To become an applicant in the system, you must either be assigned the Applicant role by a System administrator and then assigned to one or more customers, or be invited as a user of a customer organization by a Customer admin or by another applicant of that customer. The most common path is the customer-level invitation, which both creates the user account and assigns the applicant access to the inviting customer in one step.

Step-by-Step Process

  1. Receive Invitation Email

    • A Customer admin (or an existing Applicant of the customer) sends you an invitation email
    • The email contains a secure link that you must follow to accept the invitation
    • Check your email inbox (and spam folder) for the invitation message

  2. Accept the Invitation and Register

    • Click on the invitation link provided in the email
    • If you do not yet have a user account, you will be asked to register (set your password, language, and accept the GDPR terms); your name and personal details are pre-filled from the invitation
    • Your account is created and you are automatically logged in

  3. Account Setup

    • Once your account is created, you are assigned as an Applicant for the inviting customer organization;
    • You may need to complete additional account setup steps, such as confirming your notification preferences
    • If you should act for additional customers, each of them must invite or assign you separately

Important Notes

  • Invitation Required: The usual way to become an applicant is to be invited by a Customer admin or by an existing Applicant of the customer; direct assignment is also possible by a System administrator
  • Email Link: The invitation link in the email is secure and time-sensitive
  • Customer-Scoped Access: Being an applicant of one customer does not give you access to other customers’ data
  • Multiple Customer Memberships: If you should act for several customers, each customer must invite you, but you keep a single user account
  • Role Compatibility: The Applicant role can only be combined with the Mentor role on the same account.

If you have any questions about the applicant account invitation process, please contact your Customer admin for assistance. p