Team Management
Invite members, assign roles, and manage access across your organisation.
1Inviting Members
Go to Admin > Team tab. Click "Invite Member" and enter the new member's email address.
Choose a role for the new member: Admin, Manager, or Operative. You can change this later.
The invited person will receive an email with instructions to join your company workspace. If they already have a LessonsLearned account, they'll be automatically added.
2Managing Roles
Admins can change any team member's role from the Team tab.
Admin: Full access including team management, billing, validation, and all settings.
Manager: Can create/edit content and projects. Cannot manage team or billing.
Operative: Can create lessons and view validated content. Streamlined experience for field workers.
3Removing Members
To remove a team member, go to Admin > Team tab and click the remove button next to their name.
Removed members immediately lose access to your company workspace. Their previously created lessons remain in the system.
Remember to adjust your seat count in billing if you've removed members and want to reduce costs.
4Seat Management
Your subscription includes a set number of seats. Each active team member uses one seat.
If you need more seats, go to Admin > Billing and click "Add Seats". You'll be charged a prorated amount for the remainder of the billing period.