Adding members to a company

Here is a step-by-step guide for adding members to a company in this LMS (based on the Company console and APIs). Before you start Sign in as someone who can manage the company: company owner, company admin, or (for force-add) super admin as shown in the UI. Open the Company workspace: go to /company and pick the right company (use companyId in the URL if you use multiple companies). Ensure the company is in good standing: force-add requires active company billing; both invites and force-add are blocked if seat limits are reached (you may need to add seats or free pending seats first). Method A — Invite by email (usual path) Use this when someone should receive an invite and accept before they are fully onboarded. In the company console, open the Overview tab. Find Invite members. Enter the person’s email. Choose Role: Member or Admin. Click Invite. Outcome: If email delivery works, they get an invite message. If not, you still get a backup invite link on screen—share it with them manually. The invitee opens the invite (typically /company/invite/ after signing in or creating an account, depending on what the invite flow shows). After they accept, they appear as a member. Until they are ACTIVE, the Members tab explains that they must accept before you assign courses or learning programmes. You can review pending invites under /company/invites (“Pending invites” listing). Method B — Add an existing user (skip invite accept) Use Add an existing user as member on the same Overview tab when they already have an account on the platform. Scroll to Add an existing user as member (Owner / Admin / Super admin). Enter their account email (must match an existing user; unknown emails get an error telling you to use an invite instead). Choose Role: Member or Admin. Optionally toggle Email the user with a one-click leave link (on by default). Click Add as member. They are added as ACTIVE immediately (no accept step). Seat rules still apply. After they are a member Open the Members tab to see everyone, roles, and status. Use the controls there to change role, suspend / re-enable, or drop a member (with confirmation where required). For ACTIVE members, use the same tab to manage course assignments, curricula, schedules, and optional compliance profile fields, depending on your setup. Quick URL reference Action Where Invite & force-add /company → Overview Member roster & assignments /company → Members Invite queue listing /company/invites Accept invite (invitee) /company/invite/ (from email or backup link)