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Guide

Inviting Team Members

Add instructors, teaching assistants, and collaborators to your trainer team.

1

Navigate to team management

From Trainer Dashboard, click "Team" or "Team Members" in the sidebar. You'll see your current team members and an "Invite" button. Only team owners and admins can invite members.

Navigate to team management
2

Click invite team member

Click "Invite Team Member" or "+ Add Member" button. A modal or form will appear where you can enter the new member's details and assign their role.

Click invite team member
3

Select team role

Type the email address of the person you want to invite. Add their full name. Make sure the email is correct - they'll receive an invitation link at this address.

Select team role
4

Add personal message (optional)

Choose their role from the dropdown: Owner (full access), Admin (manage team and courses), Instructor (create/edit courses), Teaching Assistant (grade assignments), or Editor (edit content only). Each role has different permissions.

Add personal message (optional)
5

Resend or cancel invitation

If you want to limit their access to specific courses only, check "Assign to specific courses" and select which courses they can access. Leave unchecked for access to all courses.

Resend or cancel invitation
6

Add personal message (optional)

Include a personal note in the invitation email explaining why you're inviting them and what you'd like them to help with. Makes the invitation more welcoming and clear.

Add personal message (optional)
7

Send invitation

Click "Send Invitation" button. The person receives an email with an invite link. They have 7 days to accept (default). Pending invitations show in your team list with "Pending" status.

Send invitation
8

Resend or cancel invitation

If they didn't receive it, click "Resend Invitation". To cancel, click the three dots menu next to pending invite → "Cancel Invitation". Cancelled invites cannot be used even if they have the link.

Resend or cancel invitation

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