Getting Started (Admins)
Users
- How to Search a User from all Groups
- How to Search a User from a Group.
- How to Edit a User from the User Details Page
- How to Archive a User
- How to Activate an Archived User
- How to Upload Multiple Users to a Group
Groups
- Groups Overview
- How to Add a Group to the Group List Page
- How to Delete a Group from the Group List Page
- How to Add a User to a Group
- How to Remove a User from a Group
- How to Add an Existing User to a Group
Resource Library
Course Builder
- Course Builder Overview
- How to Create a Course in Course Builder
- How to Add a Step to a Course in Course Builder
- How to Delete a Step in Course Builder
- How to Add an Activity to a Step in Course Builder
- How to Delete an Activity in Course Builder
Form Builder
Classes
- Classes Overview
- How to Create a Class
- How to Add Multiple Users to a Class
- How to Copy a Class from the Class List Page
- How to Edit a Class from the Class List Page
- How to Close a Class from the Class List
Reports
- How to Access Class Progress Detail Report from the Reports Tab on the Dashboard
- How to Access Email Reports
- How to Access a "Forms" Report from the Reports Tab
- How to Access Certification Progress Reports under the Reports Tab
- How to Access Site Engagement Activity Reports from the Reports Tab
- How to Access and Export a Customer Order Report from the Reports Tab
Send Emails and Notifications
- Send Emails Overview
- How to Send an Email
- How to Create an Email Template
- How to Create a New Email Message
- How to Preview and Email Message
- How to Send Login Emails to Users from the Classes Page
Store
Certifications
- Certifications Overview
- How to Add a Certification Track and Requirements
- Certificate Requirement Types Defined
- How to add a Custom Certification Template
- How to Edit a Certification
- How to add User to a Certification