Premium Feature: Assign Training

Setup Organization Before Using Assign Training

Be sure you've set up the trainings and groups for your organization before inviting users. 

Check out this article, which walks through setting up the organization: How to Setup an Organization.

Feel free to also check out our Organization Onboarding Message [EMAIL TEMPLATE].

Ready Assign Training? Follow the below to get started.

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How to Assign Training

1. From your Training Dashboard, navigate to Premium Features on the navigation bar and select Assign Training

*This can also be accessed by clicking on Learners -> Add Learners -> Join Organization Web Page 

2. Under Users select who you are assigning training to: All (all of your learners), Select Users, or Group. 

3. Next, click Select Training that you want to choose the training you want to assign.

4. Select a Due Date (optional). 

5. Select whether or not to notify your team via email.

6. Click Next to continue to review and then Assign Training 

7. Once you assign training a new training session will be added to your learners' accounts. If you opted in for email notifications, emails will be sent notifying learners of their training and due date (if selected).

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FAQ

Can I add training sessions automatically to the users I invite?

Indeed you can!

This feature for newly created organizations is turned on by default. And for Organizations that have been around for a while, we left it turned off to maintain continuity of use.

You can turn this feature on or off from the Organization Profile page. This page has two tabs, the settings tab allows org admins to toggle this feature on or off and then click update org.

When this feature is turned on, newly invited users will see their assigned training automatically added to their organization account, with a fresh session ready to go.

Can I add new training sessions to users who are already part of the team?

Yes you can!

There's two ways you can do this.

1) Visit the Learners tab and then click the pencil icon to edit a user's details. Under their name, click the 'Trainings' tab. Click 'Add Training' at the top to assign training.

2) Our Assign training feature allows for a single or bulk assignment of training.

Check out how to use it here.

*Note: Assign Training is a premium feature only accessible with an Annual Plan.