How does team access work?

Online toolkits and live workshops offer team plans.

You'll see the available team sizes on the sales page for the toolkit or workshop and will choose the team size there.

Buying access for a team

The purchaser becomes the team leader and also has full access to the materials. Assuming the purchaser is you, here's what happens:

  1. When your purchase is complete, you'll receive an email with a link. Click that link to access the toolkit or course site.
  2. You'll see the site dashboard. Open the program you just purchased.
  3. In the left-hand menu, click Manage your team.
  4. You'll go to the team management page, where you'll see the heading "Who's on your team?"
  5. Below that heading, enter the name and email address of each team member. Don't enter yourself; you're already a team member.
  6. Those people will get an email with a link that gives them access to the materials. The email might take several minutes to arrive. If a team member says they didn't get the email, please have them check their spam folder.

Buying one seat for someone else (toolkits only)

  1. When your purchase is complete, you'll receive an email with a link. Click that link to access the toolkit or course site.
  2. Under the Programs menu, choose Manage your team.
  3. Enter the name and email address of the person who will have access to the materials.
  4. That person will get an email with their login information within 10 minutes. If they don't see the email, please have them check their spam folder.

Only the person you identified will have access to the materials. If you'd like more people to have access, you can purchase additional seats from the team management page.

How do I see each member's progress?

Below the team member's name, you'll see a completion percentage for each section of the toolkit or course. This percentage refers to the real-world actions they've marked as complete. It doesn't refer to material they may have viewed, because acting on the job is more effective than looking at content.

How do I add more people?

If you've purchased a toolkit or a live workshop that hasn't started yet, you can increase the size of your team. For example, if you bought access for up to three people and want to add a fourth member, you can do that, but you have to be the person who originally bought the team license. Only the original purchaser can see the "add a person" buttons on the team management page.

  1. Open the toolkit or workshop and click Manage your team.
  2. Under "Need to increase the size of your team?" click the option you prefer. (If you don't see any buttons, it's because you aren't the original purchaser or the live workshop has started.)
  3. When the payment is processed, you'll be able to add additional members under "Who's on your team?"

Can I make someone else be the team leader? (teams of 3 or more)

The team leader can see the progress of everyone on the team. If you'd like to step down as leader and have someone else take that role:

  1. Open the toolkit or course.
  2. In the left-hand menu, click Manage your team. You'll see a list of your team members.
  3. Under the name of the team member you'd like to make leader, click Promote as team leader.