Team Plans: Getting Started for Plan Managers and Team Members

📌 In this article: how Reforge team plans work, who does what, and how to get your team set up, whether you manage the plan or you're joining one.

What is a team plan?

A team plan gives a group of people access to Reforge under one subscription. It includes everything in an individual membership, plus centralized seat management and team engagement data. Plan managers also get access to Learning Plans and Reporting, which individual members don't have.

For current plan options, see reforge.com/pricing. To talk about a team plan, get in touch.

Roles on a team plan

Role	What they can do	Good to know
Plan Manager	Manages billing, Reporting, and member invites for the subscription	Only one per team. Doesn't need to occupy a seat but has full access to membership cotent.
Admin	Manages member invites and access alongside Plan Manager	Multiple allowed. Must occupy a seat. Full access to Reforge.
Member	Has full access to Reforge	Can't manage billing or invites.

To change your Plan Manager or add Admins, email hello@reforge.com with the name and email of the person you'd like to add.

For plan managers

Step 1: Invite your team

Sign in to your Reforge account at edu.reforge.com.
Go to the Team Members page.
Select Manage Invites.
Either add email addresses under Add New Users and select Send Invites, or select Copy Link to share the invite link directly.

Each person receives an email with an invitation. They need to click the button in that email to join, rather than signing in directly. See How do I assign a seat on a Team Plan?

📌 Tip: invite people at the email address they'll use to sign in. Mismatched emails are the most common cause of duplicate accounts and login trouble.

Reforge sign-in uses Google, Microsoft, LinkedIn, or an emailed code. Some companies need IT to approve Reforge as a third-party app before their team can sign in. If your team sees a message about needing approval, use this email template to send to your IT team, and see Creating Your Account and Logging In. If your company uses single sign-on, see Reforge SSO Implementation.

Step 3: Assign learning with Learning Plans

A Learning Plan is a set of courses and content you assign to team members. Learning Plans are available on team plans only.

Open Learning Plans.
Choose a Learning Plan you would like your .
Assign it to team members. For larger teams, you can bulk upload users with a CSV file.

Team members receive an email notification, and the plan appears on their My Learning page. You can also edit a plan or unenroll a team member at any time. For step-by-step instructions, see Learning Plans.

Step 4: Track engagement with Reporting

Reporting shows team metrics such as course enrollments and completions, time spent on learning, and content engagement. Use it to see what your team is working on and where they could use a nudge.

Renewals and seat changes

All seats on a team subscription renew on the same date.
Individual memberships can't be transferred. If someone leaves your company, email hello@reforge.com to reassign their seat to a new team member.

For team members

Joining your team's plan

Look for your invitation email from your Plan Manager.
Click the button in the email to activate your seat.
Sign in at edu.reforge.com using the email your invitation was sent to.

Click the button in the invitation before you sign in. If you sign in first, you may not have access through your team's subscription yet. If you can't find your invitation, ask your Plan Manager to resend it.

Finding your assigned courses

If your Plan Manager has assigned you a Learning Plan, you'll get an email, and you can find it on your My Learning page. If you have more than one, you can search and filter them.

Who is my Plan Manager?

Open your Account page.
Scroll to the My Team section.
Your Plan Manager's name appears under your company name.

If your payment method page says to contact your Plan Manager, that's the person to ask. On a team plan, billing is managed by your company, not by you.

Common questions

Can my team have more than one Plan Manager?: No, there is one Plan Manager per team, but multiple Admins can manage invites. See Can my team have more than one Plan Manager?
Does the Plan Manager need a paid seat?: No. The Plan Manager doesn't need to occupy a seat, though Admins do.
A team member is having trouble signing in. What do I do?: Email hello@reforge.com with every email address they've used for Reforge, such as personal and work emails. Most login issues come from duplicate accounts, which we can merge.
Can I transfer my individual membership to my team?: Individual memberships can't be transferred. Contact hello@reforge.com and we can look at your options.