Invite Team Members

Invite staff to your team by email so they can complete trainings under your facility. You can invite one person or paste a whole list at once.

Prerequisites

• You must be a Manager on the team.
• Your team must be on a Team plan. Legacy Single subscriptions cannot invite team members and will see an "Upgrade required" notice instead of the invite form.

Steps

1. Click Invitations in the top navigation. You can also click the Invite button on the Members page.
2. Enter email addresses in the Email addresses box. Add one address per line, or separate them with commas. You can paste straight from a spreadsheet.
3. Choose a Certification level for the invitees. Administrator receives administrator certificates with verified approval codes. Support Staff is for non-certified participation.
4. Choose a Team role. Manager has full access to edit team members, settings, and billing. Member can only see a list of team members.
5. Optionally pick a bundle under Assign a bundle (optional). The bundle's courses will be assigned automatically when the person joins.
6. Click Send invitations.

Each person receives an email with an Accept invitation button. Invitations expire after 5 days.

Next Steps / Troubleshooting

• Sent invitations appear under Pending Invitations on the same page. From there you can Resend an invite, Copy URL to share the join link directly, or Delete it to revoke access.
• If an address is rejected with "already has a pending invitation," use Resend instead of sending a new invite.
• Bundles with limited seats cannot be attached to an invitation. Assign those after the member joins the team.