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Participants (Platform Only)

Manage your platform team members and educators.

note

This feature is only available for Platform educator accounts. Individual educators use Referrals instead.

Overview​

The Participants page allows platform owners and administrators to manage team members who can create content, manage the platform, and access various features based on their roles.

Accessing Participants​

  1. Enter the Educator Console
  2. Click Participants in the sidebar
  3. View your team members

Participant Types​

Members Tab​

Team members with administrative roles:

  • Owners
  • Administrators
  • Managers

These users can manage the platform but may or may not create content.

Educators Tab​

Content creators on your platform:

  • Create and publish content
  • Manage their own content
  • Limited administrative access

Roles and Permissions​

Owner​

Full access to everything:

  • All content management
  • Team management
  • Payment configuration
  • Platform settings
  • Cannot be removed

Admin​

Near-full access:

  • All content management
  • Team management (except owners)
  • Payment configuration
  • Platform settings

Manager​

Content-focused access:

  • View and manage content
  • View analytics
  • Cannot manage team
  • Cannot change settings

Educator​

Content creation only:

  • Create and manage own content
  • View own analytics
  • No team or settings access

Inviting Participants​

How to Invite​

  1. Click Invite button
  2. Enter participant's email
  3. Select their role
  4. Click Send Invitation

Invitation Process​

  1. Invitation Sent: Email sent to participant
  2. Pending: Waiting for acceptance
  3. Accepted: User joins platform
  4. Active: Full access granted

Invitation Details​

FieldDescription
EmailParticipant's email address
RoleSelected permission level
MessageOptional personal note

Managing Participants​

Viewing Participant Details​

Click on a participant to see:

  • Name and email
  • Role and status
  • Join date
  • Activity summary

Changing Roles​

  1. Click on participant
  2. Select new role
  3. Confirm change
  4. Participant notified

Restrictions:

  • Owners can only be changed by other owners
  • Cannot demote yourself if you're the only owner

Removing Participants​

  1. Click on participant
  2. Click Remove
  3. Confirm removal
  4. Participant loses access

What Happens:

  • Immediate access revocation
  • Content remains on platform
  • Can be re-invited later

Participant Status​

StatusDescription
ActiveFull access, currently active
PendingInvitation sent, not yet accepted
InactiveAccount paused or suspended

Roles Explained​

The page includes an expandable "Roles Explained" section:

  1. Click Roles Explained
  2. View detailed permission descriptions
  3. Understand each role's capabilities

Best Practices​

Team Structure​

  • Have at least 2 owners for redundancy
  • Use managers for content oversight
  • Limit admin access to trusted team
  • Use educator role for content-only creators

Security​

  • Regularly audit team members
  • Remove inactive participants
  • Review roles periodically
  • Monitor new content

Onboarding​

  • Send welcome message with invitation
  • Provide training resources
  • Introduce to platform guidelines
  • Set expectations for content

Troubleshooting​

Invitation Not Received​

  • Check spam/junk folder
  • Verify email address
  • Resend invitation
  • Try different email

Cannot Change Role​

  • Check your own permissions
  • Verify you have higher role
  • Cannot change own role to lower
  • Contact platform owner

Access Issues After Invite​

  • User must click invitation link
  • Must create/sign in to account
  • Clear browser cache
  • Try incognito mode

Next Steps​