Set up organization access for admins (step-by-step guide)

Step-by-step

1. Open Organizations and select your organization.
2. Open the organization workspace and review Onboarding Status first.
3. Confirm the first-admin handoff stages are accurate before inviting more users.
4. Review Seats & Credits.
5. Open Members and confirm your admin access is correct before inviting anyone else.
6. Open Members and invite one test tutor and one test student.
7. Open Cohorts and create your first cohort.
8. Open Cohort Analytics and confirm page access. Empty state is okay for new organizations.
9. Open Org Content and confirm the V2 editor loads.

How to confirm setup is complete

• You can open organization pages without access errors.
• You can invite at least one member successfully.
• You can see admin tools needed for daily operations.
• The onboarding status card shows the handover as complete.

Tips

• If someone cannot open organization pages, check their role and invitation status.
• Keep at least one Org Owner assigned at all times.
• Watch seat usage before sending large student invite batches.
• Use clear role names so team members know what they can manage.
• Do a quick test with one staff account and one student account before full rollout.