How To

Managing an Organization on SkillsEngine

SkillsEngine

Feb 27, 2024 • 4 min read

This article contains an overview and tips for managing and creating an organization on SkillsEngine.

To learn more about roles and permissions, see: Organization Permissions

Accessing Your Organization Management Page

Step 1: Log into your account and click the icon in the top right corner of the window to open up the sidebar to view your organizations.

Your free account will be titled “My Profiles” and any others will have the title of organizations you own or are a member of (e.g. “Your New Organization”).

Screenshot of the top right hand corner of a SkillsEngine page with the sidebar open. It includes a curser hand pointing to a small, light blue icon with a white S in the middle. It also shows the list of organization that appear when you click the icon.

Step 2: Navigate to the profiles page and click the settings icon near the top right corner. This will bring you to the Manage Organization page. You may also access this page by clicking the “Add Members” button under your organization’s name.

Screenshot of an organization profiles page with boxes around the buttons described in Step 2.

Inviting Members to Your Organization Account

Once on the Manage Organizations page, you can manage the access of existing team members and invite new members.

Step 1: If you have seats remaining on your subscription, you can add new members to your account by clicking “Invite Members.”

Screenshot of the Manage Organization page with a blue arrow around the "Invite Users" box. Click this button to add other users to your organization.

Step 2: Select the appropriate role for the new member from the “Choose new user role” dropdown. The page will update to show the permissions associated with that role.

Screenshot of what it looks like to invite new users.

Step 3: Click “Copy Link” and send the link to the person you are adding to the organization.

NOTE: Depending on your role, you may not be able to invite people to your organization or you may be limited to what roles you can invite. It all depends on your permission level.

Editing User Roles

To change the role of an existing organization member:

Step 1: Click the edit button for a specific person to open their permission page.

Step 2: Use the role selector in the top right corner to choose a new role from the dropdown options. The detailed view below the role selector will show the permissions for each role.

Screenshot of what the "Edit User Role" page looks like.

Step 3: Once you have picked a role, click “Save Changes” to finalize the selection.

NOTE: If you are downgrading a role to “Guest”, you will be prompted to transfer their assets to another organization member. Guests cannot create profiles so in this case, someone with the appropriate permissions must take on ownership of their profiles.

Removing a member

Removing a member from the organization will fully remove their access to all of your organization's profiles. To do so:

Step 1: Click the delete icon on the member table to remove a member from your organization.

Step 2: Transfer their assets to an organization admin when prompted. This confirms the removal of the member from the organization and transfers all their permissions and access.

Manage Billing

To manage your billing:

Step 1: Navigate to your organization’s profiles page and click the settings icon near the “Preview Showcase Page” button.

Screenshot of an organization profiles page with a box around the settings button.

Step 2: This will bring you to the Manage Organization page where you can manage billing, add users, edit permissions, and see your plan.

Screenshot of the Manage Organization page.

Note: You can also access this page by going to your Account Settings, clicking “Organizations” in the list on the left, and then selecting the relevant organization.

Step 3: You can then manage your billing info or view billing history by scrolling to the bottom of the org settings page and clicking “Manage Billing.” This will lead you to your Stripe customer portal.

If you would like to change billing cycles or upgrade or downgrade your plan, please contact us and we will assist you with your request.

Screenshot of the bottom of the organization settings page where you can manage your plan and billing

Step 4: From within your Stripe customer portal, you can update your payment method or cancel your plan. The cancellation will be effective at the end of your billing cycle.

Creating an Organization

To create a new, paid organization:

Step 1: Click the icon in the top right corner of the page to open up the sidebar to view your organizations. Then select “Create New Organization.”

Screenshot of the sidebar with the list of organization names. It includes a curser hand pointing to the "Create New Organization" option.

Step 2: Next, select what type of organization you’d like to create. We offer three organization plans: Pro, Team, and Enterprise. The Pro and Team plans can be paid for on a monthly or yearly basis.

Screenshot of the Create and Organization page with a overview of and selector for the three different organization types.

Step 3: Once you select your plan and fill out the required fields, click Submit to be brought to the payment page. If you select the Enterprise plan, you will be brought to a confirmation page and we will contact you about next steps.

Step 4: Submit your payment to finish setting up your subscription.

Note: It may take a couple of minutes for the system to finish setting up your new organization after payment has been received.