Getting help as a company admin

For you: your coordinator

Your onboarding coordinator is your main contact for anything about your company account:

• Inviting, moving or removing people
• Seat counts and adding seats
• Invoices, payment terms and billing contacts
• Kickoff, check-ins, quarterly reviews and renewal
• Security or data-processing questions

Your coordinator aims to answer company admin questions the same business day. Some things, such as prices, discounts, agreement wording, refunds or credits, need our owner's approval, so they can take a little longer.

The Help Center

The public Help Center has a Companies section with all the articles in this guide. You can share any article with colleagues, even before they have a seat. Open the Companies section of the Help Center.

For your people: the Help button

Inside the member portal, your people have two built-in places to get help:

1. The Help button in the header opens a help panel with guides for the page they are on, their training track and a search.
2. Help & FAQ, under the Training tab, has searchable answers. If their question isn't answered, they can ask, and a coach replies.

Encourage your team to try these first. If they still need help, they can come to you, and you can bring it to your coordinator.

Common questions we can answer quickly

• "Someone never got their invite." Check spam, and ask IT to allow-list our emails.
• "Someone signed up but has no access." They probably used a different email. Ask them to create their account with (or sign in with) the exact invited address.
• "Can we add a group?" Yes. Your coordinator prices it and adds it with a short amendment.