Give a Team Members access either one at a time using the Invite new team member button, or by importing a csv file.
Invite new team member
To add team members one at a time, click Invite new team member and fill in the required fields (email, first name and last name) and select their role. You can only give access to team members below your role.
Role and permissions
There are four academic roles with associated permissions.
1. Subscription owner - can manage all subscription and billing information. Can invite/remove/change all team members including Institutional Admin, Lecturer, Teaching Assistant. Can invite/remove/change learners.
2. Institutional Admin - Can invite/remove/change all team members including Institutional Admin, Lecturer, Teaching Assistant. Can invite/remove/change learners.
3. Lecturer - Can invite/remove/change Teaching Assistants. Can invite/remove/change learners.
4. Teaching Assistant - Can invite/remove/change learners.
Import new team members
Team members can be added in bulk by importing a CSV file.
1. Click Import team member
2. Download the template file
3. Organise team members of up to 50 into the template csv file providing their first name, last name, email address, role (either LECTURER, INSTITUTION_ADMIN, TEACHING_ASSISTANT). Please note that you cannot give team members a role higher than your own role.
4. Save the file to your computer
5. Click Select a file to open your file explorer window to locate the file and click Open, or drag the file to "Drop it here".
6. Click Import
Results
Every import attempt is given a job name which includes the file name or individual learner being imported.
While the attempt is being processed the status is recorded as "Initializing" and the Status is updated to "Successful" once the import is complete.
View the details to show which accounts were successfully invited, which were skipped due to already having an account and which invitations failed. More detail is provided as to why the invite failed.