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Inviting Team Members to Your Account

Complete guide to inviting team members, managing payments, and merging accounts. Covers membership plans, pay-per-course options, and automatic account merging.

Mikel Lindsaar avatar
Written by Mikel Lindsaar
Updated over a week ago

Introduction

Team Members allow you to share courses and manage payments for multiple people under a single account. Whether you're managing training for your family, small team, or organization, Enlight's member invitation system makes it easy to add people to your account and control how they access paid courses.

Key Benefits:

  • Share course access with family, friends, or colleagues

  • Manage payments centrally or let members use your saved payment method

  • No payment required for organizations offering only free courses

  • Automatic account merging when inviting existing account holders

Three Ways to Invite Members

Enlight supports three different scenarios for inviting team members, depending on your needs:

Scenario 1: Active Membership Plan

Best for: Organizations offering bundled course access through monthly or annual memberships.

How it works: When you invite members, they're added as seats to your Stripe subscription. All members share access to courses included in your membership plan.

Scenario 2: Pay-Per-Course (No Membership)

Best for: Families, small teams, or organizations without membership plans.

How it works: You can optionally save a payment method and allow members to use it when enrolling in paid courses. Members enroll in individual courses as needed, and you control whether they use your card or their own.

Scenario 3: Free Courses Only

Best for: Educational institutions and non-profits offering free content.

How it works: No payment required. Simply invite members and they can enroll in any available free courses.

How to Invite Team Members

Step 1: Complete Your Profile

Before inviting members, ensure your account holder profile is complete:

  1. Navigate to Profile in the main menu

  2. Ensure you have entered:

    • First Name (Given Name)

    • Last Name (Family Name)

    • Company Name (if your organization requires it)

  3. Click Save Changes

Note: If any required fields are missing, you'll see a warning message when trying to invite members.

Step 2: Set Up Payment Method (Optional)

If you want members to use your payment method for paid courses:

  1. Navigate to Payment Methods

  2. Click Add Payment Method

  3. Enter your credit card details

  4. Check the box: "Allow members to use this card"

  5. Click Save Payment Method

When this option is enabled, members can enroll in paid courses without entering their own payment information. You'll be charged automatically when they enroll.

[IMAGE: Payment method form with "Allow members to use this card" checkbox]

Step 3: Invite Members

  1. Navigate to the Members tab

  2. Click Invite New Member

  3. Enter the member's details:

    • Email address

    • First name

    • Last name

  4. Click Send Invitation

[IMAGE: Member invitation form]

Step 4: Member Accepts Invitation

Your invited member will receive an email with an invitation link. When they click the link, they'll be prompted to:

  1. Sign in (if they have an existing account) or create a new account

  2. Set their password (for new accounts)

  3. Accept the invitation

Once accepted, they'll have immediate access to your team and courses.

Understanding Invitation Types

Enlight automatically determines the best invitation method based on whether the invited person already has an account:

New User (No Existing Account)

If the email address doesn't exist in the system, Enlight creates a new account and sends a standard invitation email. The user sets their password and joins your team immediately.

Existing User Without an Account

If the person is already a student in your organization but doesn't have their own account, they receive a Team Invitation to join your account. They simply sign in and accept the invitation.

Existing Account Holder

If the person already owns their own account (is an account holder elsewhere), they receive an Account Merge Invitation. This special invitation allows them to:

  • Transfer all their existing members to your account

  • Merge their account with yours

  • Continue managing their team under your account

This ensures no one loses access when accounts are consolidated.

Managing Payment Methods

Viewing Your Saved Payment Method

Navigate to Payment Methods to see:

  • Card brand (Visa, Mastercard, etc.)

  • Last 4 digits of card number

  • Expiration date

  • Whether members can use this card

Allowing Members to Use Your Card

When you enable "Allow members to use this card":

  • Members see paid courses without entering payment information

  • Your card is charged automatically when members enroll

  • You receive email notifications of charges

  • You maintain full control and can revoke access anytime

Status Banner: When enabled, you'll see a green banner indicating "Members can use this card for course enrollments."

[IMAGE: Payment method status banner]

Removing a Payment Method

To remove a saved payment method:

  1. Navigate to Payment Methods

  2. Click Remove Payment Method

  3. Confirm the removal

Warning: If members are currently using this card for paid course access, removing it will require them to enter their own payment information for future enrollments.

Managing Team Members

Viewing Your Team

The Members page shows:

  • Total number of members

  • Account holder (marked with a badge)

  • All team members with their names and email addresses

  • Invitation status (pending or accepted)

Resending Invitations

If a member hasn't accepted their invitation:

  1. Find the member in your team list

  2. Click Resend Invitation

  3. They'll receive a new invitation email

Removing Members

To remove a member from your team:

  1. Find the member in your team list

  2. Click Remove Member

  3. Confirm the removal

Important Notes:

  • You cannot remove the account holder (yourself)

  • Removed members lose access to courses associated with your account

  • If they have an active enrollment, they can still complete that course

  • They can be re-invited at any time

Company Name Management

For Organizations Requiring Company Names

If your organization requires company names (configured by administrators):

  • Account Holder: You must set your company name before inviting members

  • Invited Members: They automatically inherit your company name

  • Company Name Changes: If you update your company name, all your members' company names update automatically

  • Member Restriction: Invited members cannot change their company name - it's always synced with the account holder

[IMAGE: Profile edit showing company name field]

Invitation Acceptance with Company Names

When a member accepts an invitation to an organization requiring company names:

  1. The invitation form shows the company name field as read-only

  2. They see a message: "Your company name is inherited from the account holder and cannot be changed"

  3. They complete other required fields (name, password, etc.)

  4. Upon acceptance, they join with the inherited company name

Account Merge Process

When Does Account Merging Happen?

If you invite someone who is already an account holder with their own team, Enlight sends an Account Merge Invitation instead of a regular team invitation.

What Happens During a Merge?

When the invitee accepts the merge invitation:

  1. Member Transfer: All of their team members are transferred to your account

  2. Account Holder Joins: The invitee becomes a regular member of your team

  3. Source Account Archived: Their original account is soft-deleted (preserved for audit trail)

  4. Company Name Sync: If your organization requires company names, all transferred members inherit your company name

  5. Notifications Sent:

    • You receive notification that the merge completed

    • The invitee receives confirmation

    • All transferred members are notified of the account change

Example Merge Scenario

Before Merge:

  • Bob (account holder) invites Jane

  • Jane is an account holder with 2 members (Joe and Sally)

After Jane Accepts:

  • Bob's account now has: Bob (holder), Jane, Joe, and Sally

  • Jane's original account is archived

  • Joe and Sally continue with uninterrupted course access

  • All enrollments and progress are preserved

[IMAGE: Diagram showing account merge flow]

Member Payment Scenarios

Scenario: Member Enrolls in Free Course

No payment required. Member clicks "Enroll" and gains immediate access.

Scenario: Member Enrolls in Paid Course (Account Holder Has Saved Card)

If you've enabled "Allow members to use this card":

  1. Member clicks "Enroll" on a paid course

  2. They see: "Your account holder will be charged for this course"

  3. Your saved payment method is charged automatically

  4. Member gains immediate access

  5. You receive an email notification of the charge

Scenario: Member Enrolls in Paid Course (No Saved Card)

If you haven't saved a payment method or haven't allowed member usage:

  1. Member clicks "Enroll" on a paid course

  2. They're prompted to enter their own payment information

  3. They complete the payment

  4. They gain immediate access

Scenario: Active Membership Plan

If you have an active membership subscription:

  1. All members automatically have access to membership courses

  2. No additional payment required for covered courses

  3. Your Stripe subscription quantity adjusts automatically as members are added/removed

Automatic Timezone Detection

When members accept invitations, Enlight automatically detects their timezone based on their browser settings. This ensures:

  • Course deadlines display in their local time

  • Notifications are sent at appropriate times

  • Scheduled content appears at the correct time

Members can still manually change their timezone in their profile if needed.

Important Notes & Best Practices

Before Inviting Members

  • βœ… Complete your profile (first name, last name, company name if required)

  • βœ… Set up payment method if you want to pay for members' courses

  • βœ… Review your organization's course offerings to know what members can access

Payment Method Security

  • πŸ”’ All payment information is securely stored by Stripe (PCI compliant)

  • πŸ”’ Enlight never stores your full card number

  • πŸ”’ You can revoke member payment access at any time

  • πŸ”’ Detailed charge receipts are sent to your email

Member Management Tips

  • πŸ’‘ Regularly review your team list to ensure all members are active

  • πŸ’‘ Remove members who no longer need access to control costs

  • πŸ’‘ Update your payment method before it expires to avoid disruption

  • πŸ’‘ Communicate with your team about payment policies before inviting them

Common Warnings

  • ⚠️ Account Holder Missing Company Name: If your organization requires company names and you haven't set yours, you'll see a warning with a link to edit your profile

  • ⚠️ Expired Payment Method: If your saved payment method expires, members won't be able to use it for enrollments

  • ⚠️ Cannot Remove Account Holder: The account holder cannot be removed from the team

Troubleshooting

Member Didn't Receive Invitation Email

  • Check their spam/junk folder

  • Verify the email address is correct

  • Click "Resend Invitation" from the Members page

  • Ensure your organization's email settings are configured correctly

Cannot Invite Member - Profile Incomplete

  • Go to Profile and complete all required fields

  • If company name is required, you must set it before inviting members

  • Save changes and try inviting again

Member Cannot Use My Payment Method

  • Ensure you've checked "Allow members to use this card" in Payment Methods

  • Verify your payment method hasn't expired

  • Check that you have a valid payment method saved

Account Merge Failed

  • Ensure the invitee signs in with the correct account

  • Verify the invitation token is still valid (check if expired)

  • Contact support if the issue persists

Frequently Asked Questions

Can members see my payment information?

No. Members only see that they can use "the account holder's payment method." They never see your full card number or other payment details.

What happens if I remove a member with active enrollments?

They can still complete courses they're currently enrolled in, but they lose access to other team courses and cannot enroll in new courses associated with your account.

Can I have multiple payment methods?

Currently, you can save one payment method per account. You can update or replace it at any time.

Do members need to accept invitations immediately?

No. Invitation links remain valid indefinitely. However, you can resend the invitation if needed.

Can members invite other members?

No. Only the account holder can invite new members.

What's the difference between a team invitation and account merge invitation?

Team invitations are for existing students who don't own an account. Account merge invitations are for existing account holders who need to consolidate their team with yours.

How do I know if a member is using my payment method?

You receive an email notification every time your payment method is charged for a member's enrollment.

Can members change their inherited company name?

No. If your organization requires company names, all invited members inherit yours and cannot change it. This ensures consistency across your team.

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Need More Help?

If you have questions about inviting team members or encounter any issues, please contact our support team through the chat widget in the bottom-right corner of your screen.

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