Team & Roles
Invite team members, assign roles including managers, and collaborate on course creation.
LearnBuilder supports multiple team members on a single account. Team members can create and edit courses, manage learners, and access account settings depending on their role.
Team member limits by plan
| Plan | Team members |
|---|---|
| Free | 1 (account owner only) |
| Starter | 3 |
| Professional | 10 |
| Business | Unlimited |
Inviting a team member
- Go to User Menu → Team
- Click Invite Member
- Enter the person's email address
- Select their role
- Click Send Invite
The invitee receives an email with a link to accept the invitation and create or sign in to their account.
Roles
| Role | Permissions |
|---|---|
| Owner | Full access to everything, including billing, team management, and account deletion |
| Admin | Manage team, learners, enrollments, compliance, and account settings. Create and edit courses. Cannot access billing or transfer ownership. |
| Manager | View direct reports' training progress via the My Team dashboard. Cannot edit courses or manage account settings. |
| Creator | Create and edit courses. Cannot manage learners, team, or account settings. Ideal for subject matter experts and instructional designers. |
| Reviewer | View and comment on lesson content. Cannot edit content. |
| Learner | Access the learning portal to take courses. |
Note: There can only be one Owner per account. Ownership can be transferred to another Admin from User Menu → Team.
Manager role
Managers can see their direct reports' training progress without needing full admin access. This is useful for team leads, department heads, or supervisors who need to track their team's learning.
What managers can see
- My Team dashboard — summary of team training status (completion rate, overdue courses)
- Per-member progress — each direct report's courses completed, in progress, and overdue
- Per-course breakdown — how the team is progressing across each course
What managers cannot do
- Edit courses or lessons
- Manage account settings, billing, or team members
- See learners outside their direct reports
Assigning a manager to a learner
Only Owners and Admins can assign managers:
- Go to User Menu → Learners
- Find the learner and click the ⋮ menu
- Select Assign Manager
- Choose a manager from the dropdown (shows users with Owner, Admin, or Manager roles)
- Click Save
The assigned manager will then see this learner on their My Team dashboard.
Accessing the My Team dashboard
Managers, Admins, and Owners can access the team dashboard:
- Click My Team in the sidebar or user menu
- View the summary cards: team size, total enrollments, completed, overdue, completion rate
- See individual team members with their progress bars
- Review per-course completion across the team
Tip: Admins and Owners who have no direct reports assigned to them will see all learners on the My Team dashboard by default.
Managing team members
From User Menu → Team you can:
- See all active members and their roles
- See pending invitations (sent but not yet accepted)
- Resend an invitation
- Cancel a pending invitation
- Change a member's role
- Remove a member from the account
Removing a team member
- Go to User Menu → Team
- Find the member and click Remove
- Confirm removal
Removed members lose access immediately. Courses and content they created remain on the account.
Collaboration
All team members work in the same shared account — courses, learner data, branding, and settings are shared. There are no per-member workspaces.
Tip: For larger teams, assign an Admin to manage day-to-day operations and Managers to oversee team training progress.