This guide covers how to:

Access admin account & find team

1. Log in to relevant admin account

Enter:

  • Username: trainingadmin@XXX
    XXX = 3-letter company code (provided by your lead trainer)

  • Password: Welcome1!

  • Click Login

2. Find team

  • Click your initials (top right) and click Switch to admin view

  • Click Teams (top left)

  • Click relevant team name - colleague names will be listed

  • To find an individual, in the quick search, enter the first few characters of their name

Look up assigned learning, achievements & points/badges

1. Find colleague

  • Click Manager (top left) and select Direct Reports

  • Click the required name

2. View assigned learning, achievements & badges/points

Use the options across the top of the screen to view assigned learning, achievements & badges/points

To view all learning items that are either still in progress or not yet started:

  • Click Courses

To view what colleagues have achieved:

  • Click Achievements

  • Click Badges and Points

Assign learning

1. Switch to admin view

  • Click your initials (top right) and select Switch to admin view

2. Select course

From the navigation bar:

  • Click Content

  • Search for the required course

  • Click the relevant course
    You can assign online videos, webinars and classroom training from here

2. Assign a course to an individual

  • Click People

  • Click Assign to existing people

  • Tick the relevant name

  • Click Assign

3. Assign a course to more than one person

  • Click People

  • Click Assign to teams

  • Tick the relevant team name

  • Click Assign

For any course you assign, tick Send email notifications to Learners option to ensure the selected people receive an automated message about their booking

Assign classroom/webinar courses

1. Switch to admin view

  • Click your initials (top right) and select Switch to admin view

2. Select course

From the navigation bar:

  • Click Content

  • Search for the required classroom course - e.g. Negotiator L1 Classroom

  • Click the relevant course

2. Select module

  • Click the required module

3. Assign people to the course

  • Click Register

  • Click Assign existing people to the course

  • Tick beside the names of the people you want to register on the course

  • Click Assign

4. Register users to the session

  • Ensure the relevant users are selected

  • Click drop-down menu on right and select Register to session

5. Select session

  • Select the required session date/time

    Send email notifications is ticked by default

  • Click Register

Related pages

How to use the admin account to assign learning and how to look up assigned learning, achievements & points/badges