Getting your team into Brevity: an admin's guide

Inviting people is the easy part. This covers what happens after you hit send, how to help someone who is stuck, and the handful of behaviors that surprise most admins.

The short version

When you invite someone by their work email:

1. They get an email from Brevity with a Join your team button.
2. They open it, create an account (password, Google, or your company's single sign-on), and click Accept Invitation.
3. They land inside your organization, on your seat, with the role you gave them. No pricing page, no empty personal workspace.

Almost every problem is one of three things: the wrong email address, an email that never arrived, or a typo. All three are covered below.

What happens after you hit send

You invited a new person by email.  They get the invitation email, create an account, and explicitly accept. You see Pending until they accept, then Accepted.

You invited by CSV upload. The same path, one person at a time. You see a row per person, each Pending until accepted.

You assigned a course or training plan to someone still pending. The assignment is held against the invitation and attaches when they accept. Until then it shows as pending.

Five things worth knowing

Invitations do not expire. A link from months ago still works. If a link says it is no longer valid, that means the invitation was already accepted, or it was cancelled — not that time ran out.

Opening the emailed link is the fastest route in. Someone who clicks the button in their invitation email and signs up on that same address is confirmed by the click and goes straight into your organization. Someone who ignores the email and signs up directly gets one extra step: a confirmation email to click before they can log in. If an invitation has been sitting unopened for more than a few days, re-sending it is worth doing — a fresh link restores the shortcut.

The email address has to match. A person can only accept using the exact address the invitation was sent to. Using a different address shows "That email doesn't match this invitation." This is deliberate: it is what stops a forwarded invitation being claimed by the wrong person.

Re-send rather than re-invite. If someone lost the email or it never arrived, use Resend Invitation on their row rather than creating a fresh invitation. It keeps their role and any assignments attached to the same person.

Joining is always a deliberate step. Nobody is added to your organization silently. Even someone who already has a Brevity account is asked to accept.

Seats: what counts

Your seat count is active members plus every invitation that has not yet been accepted. An invitation reserves a seat from the moment you create it — before the person joins, and before the email even goes out.

The Users tab header shows the running total (N of M Users) and Paid Seats Remaining. Check it before a large upload.

If adding someone would take you past your contracted seats, you will see Seat Limit Reached and can click Request Seat Increase, which notifies your Customer Success Manager. Cancelling invitations you no longer need frees those seats immediately.

Helping someone who is stuck

Work down the list; the first two rows cover most cases.

"I never got the invitation email."
Check the address is spelled correctly, then use Resend Invitation. Ask them to search their inbox for "Brevity" and check spam or junk.

"It says my email doesn't match the invitation."
They are signing up with a different address than the one you invited — most often a personal address instead of a work one. Either they use the invited address, or you invite the address they actually use.

"I get a page saying I'm not in an organization."
No invitation matches the address they used. Confirm which address they typed and invite that one.

"It says the invitation is no longer valid."
It was already accepted, or it was cancelled. Have them try signing in first. If it was cancelled, send a fresh invitation.

"I signed up but I can't log in."
They signed up without opening the invitation email, so email verification is waiting — and if there was a typo in the address, it went somewhere that does not exist. Check spam first. If the address was mistyped, invite the correct one.

"I have a login but I can't see your team."
Either they have not clicked Accept Invitation, or they belong to more than one organization. Multiple organizations are switched from My Profile → Memberships.

A single sign-on user cannot get in, or cannot reset their password.
Expected. Accounts managed through your company's identity provider are recovered there, not in Brevity — password resets and email changes happen on your side.

When to contact Brevity support: a single sign-on user locked out during an identity-provider outage is the main case with no self-serve fix. Include the affected email address and what they tried.

Notes for Team Admins

You manage the people in your team, not the whole organization. People you invite join your team with the role you set. New members and Team Admins land in their own team's view on sign-in, so what they see is scoped to where they work. Broader access, or membership in more than one team, is an Org Admin decision.

Roles

Org Admin
Everything: invitations, billing, all teams, organization settings and analytics. Typically the program or account owner.

Team Admin
Manage members, assignments and analytics for their own team. Typically a team lead, manager or coach.

Member
Practice, complete assignments, and see their own progress. Individual reps and learners.

Give the least access that lets someone do their job. It can always be raised later.