Group and Team Leader Reference Guide

For group leaders and team leaders · Updated 2026

New group onboarding

Enroll as the account owner / group leader

One group leader is the account owner, with a set number of sub accounts (seats) for members. Account owners enroll using the link provided by ACME.

Add members

Add a team leader

Team leaders must first be enrolled as team members (see Add team members below). Once enrolled in the group, team leaders request a role upgrade. Use the Request a role upgrade button on the My Dashboard › My Agency card to open the form.

My Agency card showing a member's course progress and completion dates, with the 'Request a role upgrade' link highlighted at the bottom. — The My Agency card on My Dashboard, with “Request a role upgrade” at the bottom.

Add team members

Group and team leaders enroll members using the Add Team Member tool. Get started by clicking the Add team member button on the My Dashboard › My Agency card.

The Add Team Member tool lets you add members who do not yet have an American CME account, members who already have an account, or import a roster from a .csv spreadsheet.

Group members may also self-enroll. Share the group leader's sub account URL with them, or have them use the enrollment link on the group page or MCA dashboard.

My Agency card showing three buttons — Add team member, Assign a course, and Detailed reporting — with 'Add team member' highlighted. — The My Agency card buttons, with “Add team member” highlighted.

Group management

Remove a member

Only group leader / account owners can remove members from the group.

On the My Dashboard › Profile box, click View Subscriptions.
On the Subscriptions › Sub Accounts page (see guide), click Remove next to the member's name.

Sub Accounts roster showing a member row with a 'Remove' link highlighted. — View Subscriptions opens the Sub Accounts roster, where each member has a Remove link.

Add or remove courses from the group

To add or remove a course, click the My Dashboard › Assign a Course button. Open the Group editor and go to the Courses tab. Refer to this guide.

My Agency card with 'Assign a course' highlighted. — Assign a Course opens the group editor; the Courses tab manages which courses the group can access.

Group editor open to the Courses tab. — Assign a Course opens the group editor; the Courses tab manages which courses the group can access.

See a list of members

Account owner / group leaders have a roster on their Subscriptions › Sub Accounts page. In addition, all group and team leaders have a user roster on the User Report tab of Tin Canny. In the My Dashboard › My Agency box, click Detailed Reporting.

Edit a group member's profile

Does a group member have an incorrect practice level listed? In the My Dashboard › My Agency box, click Detailed Reporting. You can edit their profile via Tin Canny Reporting. Refer to this guide.

Change a member's password

If a member hasn't logged in since 2023 on the old website and isn't receiving the password reset email on the new site, they likely need to register a new account.

If they have an account and are affiliated with your group, you can change their password from the LearnDash Groups Plus dashboard. From the frontend My Dashboard > My Agency, click "Add team member" and then click "start in your Click Team Members, then next to the member's name click Change password and enter a new one.

LearnDash Groups Plus dashboard with 'Team Members' highlighted. — From Team Members, each member has Edit and Change Password actions.

Edit Team Member panel with 'Change Password' highlighted. — From Team Members, each member has Edit and Change Password actions.

View reports

See who has or hasn't completed a test

In the My Dashboard › My Agency box, click Detailed Reporting. Refer to this guide.

My Agency card with the 'Detailed reporting' button highlighted. — Detailed Reporting opens Tin Canny, where completion and test status live.

NEW! Download a protocol section scores report

Many MCA tests are delivered in sections based on protocols or topics. The Protocol Section Scores report shows all group members' scores across the quiz sections on one spreadsheet.