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Onboard a new enterprise client (Platform admins)

Goal: Create a new company tenant on Skilladder and send the primary contact their onboarding invite.

Who can do this: Platform administrators only. All other roles are redirected away from this page.

:::caution Platform admin only

If you're not a Platform admin, you cannot access this page. Direct the request to a Platform admin.

:::


Before you start

  • Have these details ready: company name, primary contact's full name, primary contact's email, and phone number (if collected).
  • This action creates the company tenant and sends a single onboarding email. There is no bulk tool — onboard one enterprise client at a time.

Steps

  1. Sign in as a Platform administrator.
  2. Navigate to /companies/add, or use the Add button in the Companies area if it's available.
  3. Fill in the form:
    • Company name
    • Primary contact name
    • Primary contact email
    • Phone (if your organisation collects this)
    • Company logo URL (optional)
  4. Click Submit.
  5. Wait for the success confirmation — this confirms the company was created and the onboarding email was sent.

If the email dispatch fails, the confirmation may still show reference information you can use for manual follow-up. Escalate to #producttech_cooking with those details.


After submitting

  1. Ask the contact to check their inbox and spam folder.
  2. The email contains a link the contact uses to set up their account — see Participant — enterprise invite for what they experience.
  3. Track the invite expiry — there is no self-serve extension. If it expires, you'll need to resend from the Platform admin tools.

Difference between enterprise invite and team invite

FlowCreated byWho receives it
Enterprise invitePlatform adminNew enterprise client's primary contact
Team invitePrimary or Platform adminA colleague joining an existing company

For team invites, see Team invites & permissions.