How-To Guides for Admins

How to Add a User/Member

The summary below will guide you through the steps for adding an individual member to your organization's subscription. To add members in bulk, please contact our team directly using the "Email Us" link on the ...

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How to Assign Credit to Member(s)

The outline below will guide you through the steps for assigning credit to Members of your organization. When you assign credit using this method, the training records for the Members will be updated to reflect...

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How to Generate Certificates

The easiest way to generate certificates that your members have earned is through the "Reports" page in the Admin dashboard. Simply set up the report as you normally would -- you can select a time period like...

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How to Pull Reports

The Reports page in the Admin dashboard provides a single tool to allow you to pull several types of reports. By specifying a type of time period and a type of report, you can recombine these two dimensions to ...

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How to Deactivate a Member

Deactivating a member removes them from your organization's subscription to Academy. They will still appear in your account as an 'Inactive member', but won't have access to your subscription and won't count to...

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How to Make a Member an Admin

To make one of your organization's Members an Admin, go to the Members page in the Admin Panel. Use the Search field to locate the Member you want to make an Admin. Click the "Edit" button on the right side ...

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How to Create a Group

Creating Groups in the Academy can allow you to better manage subsets of individuals, and assign Admins within your Organization to oversee the users in the Group they own. To create a Group, go to the Admin ...

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How to Resend an Invitation

There may be occasions where you need to resend an invitation to a Member you're trying to add to your Organization in Academy. For example, the email may have been caught in the user's spam folder the first ti...

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How to Create and Manage Topics and Training Standards Tags

As an Admin on the Academy system, there may be times when you want to create custom Topics or Training Standards Tags to organize the training content as you see fit. Topics are a way to group Courses that co...

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How to Add Related Resources to a Custom Course

Several of our Users have asked us for a way to add related links to their Custom Courses, such as resources like external articles, videos, etc. We’re happy to announce a new feature in the Custom Course tool ...

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