Inviting Team Members

To start inviting team members on mOS, the Administrator can select the + Invite or Import CSV options on-screen, at the top right-hand side of the My Organization screen.

• + Invite button 

This option is ideal when inviting a handful of team members.
Choose between "Add Single Member" or "Add Multiple Members" at the top of the screen, depending on your needs.

Option 1: To add a single member, simply fill out their First Name, Last Name, Email Address, Job Title, and Permissions. Once complete, click Invite Member to send the invitation.

⚠️ Note: After the invite is sent, you won’t be able to assign or update programs for the member until they complete their account setup.

Option 2: To add multiple members, fill out the same fields: First Name, Last Name, Email Address, Job Title, and Permissions. After completing one member’s details, click Add Member to load a new form. Once you’ve added all members, click Invite Member to send the invitations.

• Import CSV 

This option is perfect for inviting a large number of team members.

Click on Download Sample File to access the CSV import template. After that, simply add all users to the spreadsheet and drop it in the box on-screen. Hit Import to process the file.

Here’s what the sample CSV import template looks like:

How to Fill Out the Bulk User Import Template

This CSV template allows you to invite multiple team members at once. Please follow the guidelines below when filling out the fields:

Required Fields & Instructions

• user_id
  Start from EXT00001 and increment for each user (e.g., EXT00002, EXT00003, etc.).
• first_name / last_name
  Input the user's first and last name accurately.
• email
  Provide the user’s work email address. This is where their login instructions will be sent.
• job_title
  Include the user's current job title (e.g., Engineer II, Legal Assistant).
• mos_enable
  Enter TRUE if the user should have access to the mOS Enable seat. Otherwise, enter FALSE.
• mos_opportunity
  Enter TRUE if the user should have access to the mOS Opportunity seat.
  If your team does not have Opportunity licenses, please enter FALSE.
• course_enrollments
  Enter the course slug(s) for the user’s enrolled course(s), separated by commas (no spaces).

Please make sure you use the correct slugs below:

• Deactivating Team Members

Just as Administrators can add users, they can also deactivate them. To do this, simply click on the Billing Status dropdown and select Deactivate for the chosen user.

Learn how to deactivate users in your account by following this step-by-step video guide: [Watch Video]

Note: If the user's usage is 10% below, we recommend removing the "Enable" seat to free the license. This will allow the license to be reassigned to another user when needed. Follow the instructions here: [View Guide]

You can then easily identify Active and Inactive users on the top part of the screen.

The Administrator will only be able to unassign programs and free up a license if the progress is less than 10% (as per our Terms and Conditions) as we would otherwise consider this license as used.

Note: If the account Administrator doesn't need access to programs, you can remove their seat so it can be reallocated to another team member! But if the account Administrator needs access to reporting, they need an Enable seat.