Inviting Members¶
This page walks you through adding admins and members to your organization, assigning them to audiences, and understanding invitations, pending invites, and what people see after they join.
Roles¶
- Admin — Can manage sources, assets, glossaries, playbooks, audiences, invitations, and progress.
- Member — Uses assigned audiences to complete articles and SOPs; cannot change org-wide setup.
When you can invite people¶
While creating an audience — the audience-creation step (during onboarding or after) includes an optional form for inviting people by email.
After an audience exists — open the audience and use its Members tab (or the audience header menu) to invite people to that audience.
Invite someone by email¶
- Enter the person’s email address.
- Choose admin or member.
- Send the invitation.
The invitee receives an email with a link to sign up (or sign in) and join your organization. After they accept, they are assigned to the audience you invited them to, and the learning content for that audience becomes available to them according to what you have published.
Add someone who is already in the organization¶
If the person already belongs to your org, you can add them to an audience without a full external invite flow — pick them from your existing members and assign the audience. Use this when someone needs access to an additional glossary and playbook. (Admins already have access to every audience, so only non-admin members appear in this list.)
Pending invitations¶
Invitations you have sent but that are not yet accepted appear in the audience's Members tab. Each pending invite shows the time it was sent and the time it expires.
Invitations expire on the schedule shown in the product (typically several days from when they were sent). Expired invites are cleaned up automatically so the list does not accumulate stale entries. Resend or create a new invite if someone missed the window.
After an invitation is accepted¶
- The person is a member of your organization with the role you chose.
- They are linked to the audience you invited them to.
- Their home learning experience reflects that audience’s glossary and playbook once content is ready.
New members may want Getting started as a member.