Invite site admins and trainers to your Form LMS organisation and assign them the appropriate roles.
✅ Before you start: You need the Site admin role with permission to manage other site admin users enabled.
A site admin has access to all workspaces within your organisation. They can see every user and their history across all workspaces.
A trainer is also invited from this section, as they may not work within your organisation. They can see all sessions they are delivering but not all aspects of your workspace.
Invite a site admin or trainer
- Go to the Site admin area, then People → Site admins tab.
- Click Invite site admin.
- Enter the following information:
- Email address: Enter the user's email address. The invitation will be sent here. If they are already a user on the site, use the same email address already registered.
- First name
- Last name
- Roles:
- Site admin has access to all functionality across all workspaces. You can also allow them to manage other site admins.
- To add a Trainer who will deliver face-to-face or virtual training sessions (not administer users or courses), select None for admin role and choose Trainer only.
- Click Send invite. An invitation email is sent to the user's email address for them to accept.
The user appears in the site admins list once invited. Their status changes to active after they accept the invitation.