Chapter 2: Welcome, organize and invite your team
Introduce your team to Pluralsight
Send an introduction email
Introducing your team to Pluralsight is an important step in setting them up for success. To help you, here’s an email template that introduces plan users to Pluralsight, sets expectations for usage, and explains why your company is investing in their skill development.
We recommend sharing this with all learners on your plan.
Organize your teams
Tip: Invite plan admins and team managers as soon as possible, so they can help you invite learners and organize teams!
Add more plan administrators, create teams and team managers, and set permissions.
Plan administrators have full access to invite learners, team managers, and plan admins. They can also see all learners' analytics, which we'll cover in Chapter 4.
Plan admins can group learners into teams, and also set team managers. In general, team managers can see their team members' skill development through analytics. Team managers do not have access to the billing page or billing details.
The first thing we recommend doing is establishing a strategy around building your team.
Here are a few common questions to ask yourself:
- What should my team look like?
- How many team managers should I have?
- How many plan admins should I have?
- How can I create a less friction between me and my team members’ skill development?
There are loads of benefits to answering these questions and creating a strategy around your team
- Removes management and team structure roadblocks down the road.
- Allows less learning friction for members of your team.
- Increases preparedness, engagement, and communication of the Pluralsight platform.
Tip: You don’t have to do it all! Add and assign multiple plan admins and team managers to help you manage your team and create better learning experiences.
Team Manager permission levels
There are three levels of team manager permissions, explained below. The chosen permission level affects all team managers on your plan.
|Basic permissions, plus:||Limited permissions, plus:|
|View their teams||Edit the team name for their teams||Invite users to their teams and the unassigned group|
|View analytics and reporting for users on their teams||Edit the email address and note for users on their teams, as well as the unassigned group||Remove users from the plan that are on their team or in the unassigned group|
|Move users between their teams and the unassigned group|
Video & steps: how to add plan administrators (plan admins only)
Video & steps: how to set team managers and their permissions (plan admins only)
Invite learners to your team
Start sending invites to your learners and see when invitations are redeemed. Here's how to invite learners to your business plan.
For information about how to enable single sign-on (SSO) and inviting learners automatically using SSO, please contact Professional Services.
Make sure your learners are accepting invites
Make sure all your licenses have been assigned and are being used. See even more ways to engage learners in Chapter 5: Encourage your team.
Now that your team is ready to start skilling up with Pluralsight, click here for Chapter 3: Organizing content.
If you need help, please email email@example.com for 24/7 assistance.