Unlock the full power of HowToo by inviting your colleagues to join you in creating training materials, or invite Learners to access your Learning Academy.
Who can use this feature?
👀 Primary admins, and admins
🏳️ Available on all plans
Contents of this article:
Invitation permissions
Your ability to invite other people to your account depends on your role in HowToo.
- Primary admins and admins can invite members to their account.
- Admins can not set the users as primary admins.
Send an invitation
To add your team to your account, navigate to ‘manage users’.
To invite your team:
- Select the Setting icon in the top navigation bar.
- Then select User management.
- You'll find two tabs; Creators and Learners. To add Learners select the learner tab and complete the same process below.
- Select Invite creators.
- Enter the new team member emails into the 'To' section.
- Add a personalized message, which will be sent in the invite email.
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Select the role the new users will have.
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When you are ready, select 'Send invite' to add those users. They will be added in a pending status until they first login to their new account.
⭐Tip: You can add multiple emails in the 'To' section by hitting enter. To bulk copy in a number of emails format each email with a comma separating each email.
⭐Tip: If a team member has accidentally created a new account instead of joining your existing account, contact us to get them moved over to your main account.
Note: Adding Learners is only available on our Teams and Pro plans.
Seat availability
The number of new team members you can invite depends on your HowToo subscription.
Each plan has a number of seats available you can use to invite your team. If you would like to add more seats we are always happy to arrange that for you.
Learn more about our plans and pricing or contact us to learn more about seats.
Overview
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Invitation Permissions:
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Primary Admins and Admins: Both roles can invite members to the account.
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Admins: Cannot assign the primary admin role to users.
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Sending an Invitation:
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Access User Management:
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Click the 'Settings' icon in the top navigation bar.
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Select 'User management'.
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Choose the Appropriate Tab:
- Navigate between 'Creators' and 'Learners' tabs to add respective users.
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Invite Users:
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Click 'Invite creators' or 'Invite learners' as applicable.
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Enter the email addresses of new team members in the 'To' section.
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Add a personalized message for the invite email.
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Assign the appropriate role to the new users.
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Click 'Send invite' to dispatch the invitations.
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Pending Status:
- Invited users will remain in a pending status until they log in to their new account.
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Tips:
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To add multiple emails, separate each with a comma.
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If a team member creates a new account instead of joining the existing one, contact support to have them moved to the main account.
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Seat Availability:
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The number of team members you can invite is determined by your HowToo subscription plan.
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Each plan includes a specific number of seats; additional seats can be arranged upon request.
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For more information, refer to HowToo's plans and pricing.
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This guide ensures that admins can efficiently expand their teams by inviting new creators and learners, thereby maximizing the collaborative potential of the HowToo platform.
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