How do I create a team and add members?

Once you've purchased licenses, we'll create your team!

• How to add team members
• If the team member already has a Dataquest account
• If the team member doesn't yet have a Dataquest account

How to add team members

1. From your Dashboard, click the avatar in the top-right corner
2. Select Team Admin 
3. Click Invitations
4. Click + Invite New Team Member
   1. Follow these steps to invite multiple team members at once.
5. Enter your team member's email address
   • If they don't have a Dataquest account, you'll be prompted to enter their full name. This will create an account for them, and they'll automatically add them to your team.
6. [OPTIONAL] Under Assignments, select one or more courses or learning paths to assign to your team member
7. Ensure Assign License is selected if the team member will be learning
8. Select Is team admin if you would like to give admin privileges to your team member
   1. Deselect Skip onboarding quiz if you want us to help your team member select the right content.
   2. If you're adding a team admin who isn't learning, deselect Assign License. 
9. Click Send Invite

Once a team member has accepted your invite, the status beside their name will change from Pending to Active.

New team members will receive a series of messages that will help them make the most of their learning experience and become acquainted with the platform. They can opt-out at any time. 

If the team member already has a Dataquest account

If the person you're inviting already has a Dataquest account:

• They will receive an e-mail that will invite them to the team
• They must click on the button in the invite to accept the invitation

If the person you're inviting already has a Dataquest subscription:

• They will receive an invitation e-mail 
• They must click on the button in the e-mail invite to accept the invitation
• Their individual subscription will automatically cancel once they've been added to the team, and they of their subscription cancellation via e-mail

Once their subscription cancels, please have them reach out to our Support team at hello@dataquest.io. They will need to inform our Support that their subscription has cancelled because they've been added to a team. Our Support team will replace the duration of their subscription once the team access expires.

If the team member doesn't yet have a Dataquest account

1. You will be prompted to create an account for them by filling out their full name and their email address
2. They will receive an e-mail asking them to join the team, and will need to input a password. This will finalize the creation of their account.
3. They will go through the Dataquest onboarding sequence, which will direct them to select a learning path. 
   1. If you need your team members opted-out of this sequence, please contact your Account Manager at teams@dataquest.io.

Looking to add more team members? Check out this article.