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Admin Guide

Everything you need to run training for your organization: managing people, assigning courses, automating reminders, handling billing, and pulling reports for audits.

  • Courses — Create, publish, and update the individual pieces of training.
  • Packages — Group courses together, control visibility, and assign them to learners.
  • Users — Add, archive, and manage roles for the people in your organization.
  • Groups — Organize people into groups, assign training in bulk, and delegate group administrators.
  • Bulk Group Import — Import many suppliers at once from a CSV file.
  • Bulk User Import — Enroll many learners at once with a CSV and field mapping.
  • Notifications — Schedule automatic emails and customize their timing and templates.
  • Email Delivery Status — What each delivery status means when checking if an email reached someone.
  • Billing and Payments — Payment methods, billing cycles, refunds, and accounting.
  • Administrators — Add org-level co-administrators who can manage your organization alongside you.
  • Affiliate Program — Share your referral URL and earn 20% of fees from new accounts you bring in for 12 months.
  • Reports and Audit Export — Track completion and export reports for audit readiness.
  • Custom Fields — Capture extra information on users, courses, and customers.
  • Languages — How language preferences and translated content work.
  • Custom Domain Setup — Point your own subdomain at the platform so courses are served from your domain.