Connecting with your recruitment partners is a key step in setting up your Trainhub account. Your agents will only be able to see your trainings—and earn certificates—once they’re officially connected to your institution.
In this article, we’ll walk you through how to invite your agent partners using the Single Invitations feature.
Step 1: Go to the Admin View
Make sure you’re logged in to your Trainhub account and switched to Admin View.
There are two ways to access your Connections:
Option 1:
- Hover over the green navigation bar on the left side of the screen
- Click Manage → Connections
- Select Invite others to follow you
Option 2:
- Click on the Market Manager tab at the top of the screen
- Click Manage, then select Connections from the dropdown
- Choose Invite others to follow you
Step 2: Select “Single Invitations”
Once you’re on the Invite Others to Follow You page, click the Single Invitations tab.
This feature is perfect when you’re inviting just one—or a few—agents. It lets you enter each agent’s details individually.
Step 3: Fill in Agent Info
For each agent you want to invite, provide the following:
- Name
- Email Address
- Company Name
To add more agents, click More + to open additional fields. Once you’ve entered all your agents, click Send Invitations.
What Happens Next?
Each agent will receive an email with a unique link inviting them to connect with your institution on Trainhub. If they haven’t registered yet, they’ll be guided through the registration process before the connection is completed.
Once connected, they’ll be able to access your landing page, view your training library, and start earning certificates!
Need to invite a large group of agents? Check out our guide on Bulk Invitations for an easy way to upload multiple contacts at once.