1
Find or add the person
Open People and search by email first. If they are not there, create the person record using the email address you will invite.
People → search / addPeople and access · Admin
Invite someone and fix access
Access is a chain. Set the organization, role, invitation, program placement, and permissions in the right order.
Access chain:Organization → role → invitation → acceptance → program/cohort → guide → permissions
2
Choose organization access and role
Open People & Access, choose the organization membership and role the person needs, and confirm what that role should let them see or do.
People & Access → role3
Send the invitation
Confirm the email address before sending. A sent invitation is not the same thing as an accepted invitation.
Invitations → send4
Confirm acceptance and delivery
Return to Invitations and check the status and delivery history. Pending means the person still needs to accept and sign in.
Invitations → status / history5
Place the person in the program or cohort
Use the program’s Placement or cohort Roster area. Program placement is separate from account creation and organization access.
Program → cohort → Placement / Roster6
Assign the guide separately
Completing intake or adding someone to a program team does not automatically assign a guide. Confirm the assignment as its own step.
Intake / person record → guide assignmentWhen access is wrong: check organization membership, role, invitation status, program placement, cohort membership, guide assignment, and permissions one at a time.