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
- Sign in as a Platform administrator.
- Navigate to
/companies/add, or use the Add button in the Companies area if it's available. - Fill in the form:
- Company name
- Primary contact name
- Primary contact email
- Phone (if your organisation collects this)
- Company logo URL (optional)
- Click Submit.
- 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
- Ask the contact to check their inbox and spam folder.
- The email contains a link the contact uses to set up their account — see Participant — enterprise invite for what they experience.
- 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
| Flow | Created by | Who receives it |
|---|---|---|
| Enterprise invite | Platform admin | New enterprise client's primary contact |
| Team invite | Primary or Platform admin | A colleague joining an existing company |
For team invites, see Team invites & permissions.