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How to Add and Manage Team Members

This is a step-by-step guide for Adding and Managing Team Members for your course.

Filippo Schiano di Pepe avatar
Written by Filippo Schiano di Pepe
Updated over 3 weeks ago

This is a step-by-step guide for Adding and Managing Team Members for your course.

Step by step guide:

  • Once you have logged in to your account, click Settings button on the left side, or in front of your screen. (Note: If you are already logged in and not in your TeachFloor homepage, click Admin on the top left side of your screen and follow the steps below.)

  • Click Team on the left side of your screen, then click Invite Team Member on the top right side.

(See screenshot below)

  • Now, you can also also upload CSV to invite team members in bulk. Or, else following is the manually way explained.

  • Invite Team Member box will pop up. Fill in the Full Name, Email, and Role of your team member.

    • Instructor. They will lead the course assigned to them. See related article on setting the course instructor.

    • Administrator. Team members added as administrator has editing access on the contents of your course and curriculum.

    • Click Send Invite to finish invite.

(See screenshot below)

Invite Team Members

As soon as invites are done, they will receive an email from [email protected] with subject Invite Notification. Advise your members to check the spam folder if no email is received in inbox.

Below is the sample email they will receive. Click Complete Invite and follow steps that will pop up.

Team Members Invite Notification

You may revoke the roles anytime by clicking the three dots (...) under Actions.

(See screenshot below)

If you have additional questions, please contact us. We will be more than happy to help.

Manage ownership (add or remove Owners)

Owners can assign the Owner role to other team members. This is useful if you want more than one person to have full control of the organization or change the ownership.

Make another user an Owner

  1. Go to Settings β†’ Team

  2. Find the team member you want to promote

  3. Click Actions (…)

  4. Select Member Details

  5. Now select Owner in the Role dropdown

  6. Confirm the change

The user will now have Owner permissions, including billing access.

Change an Owner back to Admin

Owners can also demote another Owner:

  1. Go to Settings β†’ Team

  2. Find the Owner you want to demote

  3. Click Actions (…)

  4. Select Member Details

  5. Now select Administrator in the Role dropdown

  6. Confirm the change

Important notes

  • Only Owners can promote someone to Owner or demote an Owner to Admin.

  • One Owner is mandatory for each account

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