Note: Team features are not available to accounts with a legacy OpenSesame integration.

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

Note: If subject-matter experts only 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 the same permissions, including the ability to add more Team members
• Receive automated email notifications related to the account

To access the Team dashboard, log in to OpenSesame, open the account menu, and select Organization Settings: 

In this guide:

• Get started
• Update your profile
• Invite administrators
• Resend an invitation
• Revoke a pending invitation

Get started

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 cannot change someone else's name. They can update it themselves.

Click either the First name or Last name field:

Finally, edit the text and click Save.

Invite administrators

Add administrators to your organization’s account to grant them the same permissions you have, such as:

• Adding administrators
• Making purchases with a credit card (if they add a credit card to their profile)
• Downloading courses or delivering them to an integrated learning platform
• Viewing or downloading activity reports
• Receiving automated emails related to the account (for example, if a delivered course becomes scheduled to retire)

Note: In accounts with CourseCloud Legacy, administrators can also send invitations to learners. 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 make purchases with a credit card saved only to your profile.
• 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.
• Any existing licenses, course completion history, or integrations tied to their original account do not. (In this case, they see a warning before they can accept the invitation.)

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 no licenses appear, please contact your OpenSesame Customer Success Manager or OpenSesame Support before you add administrators.
• If licenses appear, open the account menu and select Organization Settings to return to the Team dashboard.

Back on 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 or declines their invitation, or the invitation expires.

• If they accept, their status updates to Active.
• If they decline, their entry disappears.

If a user does not accept within 10 days, their invitation expires and they continue to appear as 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 has the Pending status, you can revoke their invitation.

Select the team member, then click Revoke invitation:

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

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

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).