Onboarding Users

The Konvert™ Digital Asset Management (DAM) and Learning Management System (LMS) features offer a nuanced way to interface with your internal and external audiences.


Here are a few things to think about when building your onboarding strategy:

  • How many users need to be added to the portal?
  • Which sections of my portal do these users need access to?
  • How much control do I need over who can access the portal with a link?
  • How will I be grouping my users?

Learn more about setting permissions via user Groups.

Learn more about organizing your portal with Accounts.


There are two different ways to invite your audience to your Konvert portal. One may be more suitable than the other, based on how many people you hope to enroll or what you want them to be able to access. This is one of the reasons it is important to plan ahead and have a strategy for onboarding. For example, if you plan to add 50 users to complete an LMS module, you may choose to use an Invite link. If you hope to add one or two administrators to your DAM, it may be best to add those users individually rather than use a link that can be shared. 

Learn more about adding users to the portal individually. 

Learn more about adding users via a shareable invite link.