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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.

Screenshot

Trainer dashboard with Team menu item

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.

Screenshot

Team page with Invite button highlighted

3

Enter member email and name

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.

Screenshot

Invite form with email and name fields

4

Select team role

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.

Screenshot

Role selector dropdown with all options

5

Assign to specific courses (optional)

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.

Screenshot

Course assignment checkboxes

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.

Screenshot

Personal message text field

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.

Screenshot

Send button and pending invitation status

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.

Screenshot

Invitation menu with Resend/Cancel options

Need more help?

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