Add Members

📌 Overview

You can manage all your organization members from the Settings tab. From there you can invite new members, update permissions, and edit member information.

Step 1: Go to Settings

• Click Settings in the bottom-left corner.

• Select Manage Members.

Step 2: Open Import Members

• In the top-right corner, click Manage Team.

• Choose Import Members.

Step 3: Enter Email Addresses and Invite

• Enter the email addresses of the people you want to invite, separating each email with a space.

• Click Invite.

Step 4: Members Appear in Your List

Once invited, the members will appear in your list. You can click the options button next to any member to update their permissions or edit their information.

🎓 Mark Members as Subject Matter Experts

Tag the people who know a topic best so you can route course reviews to them with one click (see Assign for Review).

Step 5: Open Edit Info

Next to a member, click the ⋯ options button and choose Edit Info. In the Edit Member panel, scroll to Subject matter expert.

Step 6: Add Their Subjects

Click Select or add subjects and pick an existing subject, or type a new one and choose Add "…" to create it. A member can have as many subjects as you like. Click Save.

💡 Tip: Click Manage subjects in the dropdown to rename or remove subjects across your whole organization.

Step 7: Find Experts in the Member List

Back in the member list, each expert shows an SME badge with their subjects in the Professional column. Use the Subject expert filter above the table to list everyone who covers a subject.

🔗 Sync Members from Your HRIS

You can also sync employee data directly from your HR system using Connect HRIS. This keeps your member list automatically up to date without manual entry.

💡 Tips

• Separate multiple email addresses with a space when inviting members in bulk.

• Use the options button next to any member to adjust their role or permissions at any time.

• Ask members to check their spam folder if they don't receive the invitation email.