Managing your team
Summary
Upon setting up your team, you'll be directed to the Summary page. This page provides an overview, including:
- Team contact email
- List of staff (admins and owners)
- Your seats, displayed as:
- Seats Used: Total number of active seats assigned to team members
- Open Seats: Inactive seats ready for assignment. These won't expire until assigned.
To purchase more seats, click the +Purchase Seats
button in the seats section.
Usage
To the right, you'll find the Usage tab. This displays team member course completions. For new teams, this will initially be empty.
Members
The Members tab is crucial. It comprises three sub-tabs:
- Team Members: Displays a list of members with details like name, license, seat status, seat expiration, and last login. To modify a member's details, click the blue "edit" button on the list's right side. Here, you can manage their seat, adjust admin/staff roles, or remove the member from the team.
- Invitations: Send invites via the
+Invite Member
button and oversee existing invitations. - Expiring Seats: Monitor seats nearing their expiration or those recently expired.
Invoices
The Invoices tab archives all team-related purchases, detailing the purchase date and number of seats bought.
Need Assistance?
We're here to support you!
- Call us: 877-248-6789
- Click
Contact Us
under the Resources tab - Email: [email protected]