Note: Team features aren't available to accounts with a legacy OpenSesame integration or accounts that use CourseCloud Legacy.

With the Team dashboard, you can share administrative access to your organization’s OpenSesame account. This enables your Learning and Development team to select and deliver OpenSesame courses, view activity reports, and perform other tasks.

Note: Adding Team members doesn't grant them access to full course previews. If subject-matter experts need to review course content, have them create an OpenSesame account, then contact your Customer Success Manager for next steps.

Before you begin, know that all Team members:

• Have administrative permissions, including the ability to add more Team members.
• Receive automated email notifications related to the account.

To access this dashboard, log in to OpenSesame, open the account menu, and select Organization Settings. (If your OpenSesame account is brand new and you don't see this option, please log out and back in, then try again.)

In this guide:

• The dashboard
• Update your profile
• The Billing Admin
• Invite administrators
• Resend an invitation
• Revoke a pending invitation
• Remove an administrator

 

The dashboard

The dashboard opens on a Manage your team overview and your profile:

Your organization's name appears first.

Update your profile

If you want to change your name, select your profile:

Note: You can't change someone else's name. They can change it themselves.

Click the First name or Last name field:

Finally, edit the text and click Save.

The Billing Admin

By default, the original administrator in a Team is the Billing Admin. Only a Billing Admin can do the following:

• Add a credit card to the account.
• Access saved credit cards.
• Make purchases with credit cards.

To check whether a Team member is a Billing Admin, select their Team entry. “Billing Admin” immediately follows their name.

If you need more than one Billing Admin, contact OpenSesame Support.

Invite administrators

Add Team members to your organization’s account to grant them general administration permissions, such as:

• Adding administrators
• Downloading courses or delivering them to an integrated learning platform
• Viewing or downloading activity reports
• Viewing the account's order history
• Receiving automated emails related to the account (for example, if a delivered course becomes scheduled to retire)

Note: In accounts with Pay Per Use (PPU) licenses, administrators can also create PPU licenses.

Adding administrators to your Team does not:

• Grant them access to your Lists.
• Allow them to preview entire courses.
• Allow them to make purchases.
• Allow them to access your login credentials. (Each Team member has their own.)

If you add someone who already has an account: 

• Their existing Lists follow them.
• Their existing course-preview permissions follow them.
• Any existing licenses, course completion history, or integrations tied to their original account do not.

The first time you add an administrator, first confirm that your organization’s licenses are in your account.

Open the menu and select Dashboard:

Any OpenSesame Plus subscription license appears first:

If your organization purchases courses individually, check the Purchased Courses tab to confirm licenses appear there. If your organization uses Pay Per Use licenses, check the PPU tab.

• If licenses appear, open the account menu again and select Organization Settings to return to the Team dashboard.
• If licenses don't appear, please contact your OpenSesame Customer Success Manager or OpenSesame Support before you add administrators.

Now that licenses are confirmed, return to the Team dashboard. Enter a new administrator’s email address, first name, and last name:

Click Add to email them an invitation to join your Team:

A confirmation appears and the new administrator is Pending:

The Pending status appears until a user accepts the invitation, declines it, or the invitation expires.

• If they accept, they join your Team and their status changes to Active.
• If they decline, their entry disappears.

If a user doesn't accept within 10 days, their invitation expires and their status remains Pending.

Resend an invitation

If an invitation expires or the email is accidentally deleted, send a new one.

Select the Team member, then click Resend invitation:

This sends a new invitation with a new acceptance link.

Revoke a pending invitation

When an invited Team member's status is Pending, you can revoke their invitation. They won't receive a new notification.

Select the team member, then click Revoke invitation:

A confirmation appears and the user is removed from the Team.

Users can't accept an invitation after it is revoked. If they are invited again, they can accept the new invitation.

Remove an administrator

When a Team member accepts an invitation, their status changes from Pending to Active. (To remove a Pending Team member, revoke their invitation.)

Removing an Active Team member:

• Prevents them from accessing your organization’s OpenSesame account.
• They can still log in to their own account.

To remove someone, locate their entry and click its Remove option:

When asked if you’re sure, click Remove:

A confirmation appears and the Team member is removed.

If you have further questions, our Support team is here to help at support@opensesame.com or via live chat and phone. Reach us at (503) 808-1268, ext. 2 (U.S.) or +44 203 744 5541 (Europe).