How to add users to your professional team (Video)

Video note: Invite emails now go out from [email protected].

Download & print these instructions: How to set up your team (.pdf)

  1. From your dashboard, click on Teams to set up everything related to your team.

Your dashboard is linked at the top right of the site. When you’re logged out, your dashboard is replaced with a Login link instead.

  1. Set up a name for your team on the Team Settings tab before you invite team members.

Team members you invite will see this name when they create their accounts so set up a name they will recognize, like the name of your school/organization.

  1. Add members to your team from the Add Member tab.

Joining Your Team

As the team owner, you can add and remove users without joining the team yourself.

  • If you'll be using GoZen! programs and materials, make sure to add yourself as a member to give yourself program access. Joining your team will take up one seat. Simply click "add yourself as a member" link at the top of the Add Member tab.
  • If you're only managing the purchasing/invite process, then you do not need to add yourself as a member, which will take up one of your team's seats.

Inviting Team Members

  • Method A - Registration Link: Invite members by sending them the registration link on the Add Member tab. Just copy & paste the link to send to your team members via email. This option is great for sending a single invitation email to all of your team members at once.
  • Method B - System Invite: Invite members by entering their email address into the email field and clicking the add member button. Our system will send them an email from [email protected] with instructions on setting up their account. This option is great for inviting team members one at a time, or if you need to set someone else up with the Manager role with permissions to invite members.
    • Note: Sometimes, school emails will reject messages from outside servers. If users aren't getting invite emails from our system, just revoke the pending invitations and use Method A - Registration Link instead.
  1. View quick details on your team members from the Members tab.

From here you can see how many seats are available, see who is currently a member of your team, remove members from your team to free up seats, and give team members Manager permissions to add/remove members on their own. Switch to Pending Invitations view to see team members you've invited to join who have not yet set up their accounts. This is where you can resend or revoke pending invitations.

Need help? In order to provide you the best support possible, let us know who to contact about your team!