How to Setup an Organization

How to Setup Organization

Now that you've got the organization account, you need to configure a few settings before getting users invited.

Please see this article if you haven't registered yet: How to Register for an Organization Account

Group Builder

Building groups is the foundation of how you deliver training to your team. It helps segment different groups of employees in your organization so that you can provide the correct type of training to your team. 

To make this easier we have the Group Builder. 

Step 1 - Name your Group

Step 2 - Add your Learners Manually or Upload a CSV (this will not send out invites until you finish the entire Group Builder process)

Step 3 -  Add Trainings by clicking the checkboxes next to the course you want to add. You can also use the filters in the left navigation menu to narrow down your search. 

Step 4 - Notify the learners in your Group now or save & notify them later. Looking for instructions to send your learners? See our sample Organization Email Templates here. 

You’ve now completed your primary setup to get people training! Follow the instructions below to get your account fully set up and get familiar with the other features:

Quick Add 

Looking to quickly add Learners, Trainings, or Groups? There’s now a button for it all! Simply click the + button either in the sidebar navigation menu or in the Groups tab and select one of the following: Groups, Learners, or Training. 

It will then take you to the corresponding page (or modal) to complete the action. 

Review the following instructions for each page below: 

Groups

Groups are teams of people within an organization who require the same training. For example, teachers may need the School Personnel training, where supporting staff may only need General Training. If you want to add more groups click the + button top right and select Groups. 

You should then be taken to the Group Builder - follow the step in the Group Builder for creating a new Group. 

The Notify All Learners button will alert all learners who have not-started, in-progress, or expired training/certificates. This action can be completed 3 times within a week

Learners

Now that your organization is set up, you can begin inviting learners. Click the Learners page or quick add button (+) to invite new learners. 

Looking to add another admin? Click here for our article on How to Invite Organization Administrators. 

1. Click Learners tab in the navigation.
2. Click the Add Learners button in the top right.
3. Click Manual Entry to invite users individually (_Spreadsheet Upload and the Join Org Webpage require an annual subscription)_
4. On the form, enter the email address of the user you'd like to invite and the group they are assigned to. For ease in assigning trainings, select a group with pre-selected trainings.

Note: A group is required. You can invite a user and manually assign additional groups or trainings once they've associated with your organization.

5. Click Add Learners to save and send an invitation email to your user(s). This will immediately send an invitation email to this user. We recommend alerting your team that they will be receiving this invitation from you prior to sending. See our template onboarding messaging.

Explore the two other ways to invite learners here. *Available exclusively with an Annual Plan Subscription.

Trainings

Looking to add more training? Select the Trainings page or quick add button (+)  to assign new training to groups. 

1. Click the Trainings tab in the navigation - you will be taken to the Trainings screen where you can add and manage the trainings on your account. 
2. Click Add Training top right.
3. Select the Group you want to assign training to.
4. Use the filters on the left or search bar next to your Group selection to search for training.
5. Click the checkboxes for the training you want to assign and click Add Trainings. 
6. The selected training is now added to your organization. You can now assign this training to individual users or user groups.