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How to Create an Organization and Assign Seats

Set up an organization, give it seats, and assign members to them so they receive access.

Before you start: create an organization type and the seat type(s) and license type(s) the organization will use.

Create the organization​

  1. Go to MemberSync > Organizations > Add new and give it a title.
  2. Open Organizations Details and set:
    • Owner — the account that owns and manages the organization. Set this — the owner is who manages the organization (adding members, assigning seats) from the dashboard, so an organization with no owner can't be managed.
    • Seat count — how many seats the organization has.
    • Organization type — the organization type it's based on.
  3. Save.

Creating an organization with its owner, seat count, and type

Add members and assign seats​

Feature in progress

Adding members to an organization is still being finalised in the current release — on this build a member may not be added even though the form submits. The steps below describe the intended workflow.

Members and seats are managed by the organization's owner from the front-end MemberSync Group Dashboard. Signed in as the owner, open the dashboard, find the organization, and choose View to open its management page:

An organization's management page in the MemberSync Group Dashboard

From here you can:

  • Add Member — add a person by name and email, with a role (member or manager), or invite them. Each member added takes a seat.
  • Manage Members — remove members, or promote a member to manager.
  • Manage Seats — add more seats to the organization if you run out.
  • Reports — review your members' course progress.

Adding members opens a short form — enter their details (or switch to Invite members) and select Add Members:

Adding members to an organization

Result​

Members assigned to seats receive the access their seat's licenses grant.