Add Staff Who Already Have an Account to Your Facility

If someone on your staff already uses Essential CEU, you don't need to create anything new for them. Send them an invitation and they can join your facility with their existing account, keeping all of their completed coursework.

Prerequisites

• You must be a Manager on the team.

Steps

1. Click Invitations in the top navigation.
2. Enter the staff member's email address in the Email addresses box. Use the address on their existing account if you know it.
3. Choose their Certification level and Team role, then click Send invitations.
4. Ask the staff member to open the email and click Accept invitation. On the join page, they should choose "I already have an Essential CEU account".
5. After signing in, they'll see "Would you like to join [your team]?" They click Join to finish.

That's it. They now appear on your Members page, and their existing certificates and history stay on their record.

Next Steps / Troubleshooting

• Didn't get the email? Open Invitations, find them under Pending Invitations, and click Resend. You can also click Copy URL and send them the join link directly by text or chat.
• If they used a different email address for their existing account, they can still accept. The invitation is tied to the link, and choosing "I already have an Essential CEU account" lets them sign in with whatever account they have.
• If the invite form says they are "already a member of this team," you're done. They're in.