WorkplaceHero

How to set up a team account

Get your organisation on the platform and invite staff.

  1. Go to /for-teams and choose Passport for Teams. Small teams can start free with up to 5 seats.
  2. Add your organisation name and billing details.
  3. Invite staff by email or share a join link. Each person keeps one account for life, so their CPD and certificates stay with them if they change job. Their work email is linked to that account when they accept.
  4. Set who reports to whom, so managers see their own team.
  5. Add required training and top up credits if you want to assign courses.

Need more seats later? The owner can add places from the People or Billing tab. You see the new monthly cost and today's part-month charge before you confirm.

Learners you assign a course to do not need a seat. Seats are only for people using the team plan.

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