Learn how to turn a complaining customer into a loyal customer.
In this course you will learn:
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To remove users from your group, follow these instructions:
Under the Enrolled users section, locate the user(s) you want to remove from the list.
Select the checkbox next to each user’s name. A Remove user(s) button will appear above the list.
Select Remove user(s) and follow the prompts.
To remove group leaders from your group follow these instructions:
Under the Group leaders section, locate the user(s) you want to remove from the list.
Select the checkbox next to each user’s name. A Remove group leader(s) button will appear above the list.
Select Remove group leader(s) and follow the prompts.
To view every nitty gritty detail kind of reports follow these instructions:
Select the Incredibly Detailed Report link in the welcome message or use this link here.
More instructions are available on that page.
To view simple, at a glance, reports, follow these instructions:
Under the Enrolled Users section, select the Reports drop-down menu button.
Select Course or Progress from the list.
What’s the difference?
Course: Search by a specific course to see who has completed that course.
Progress: Search by a specific employee to see which courses they have already completed.
Follow the on-screen instructions based on the report you select.
Under the Group leaders section, select the Add group leader button.
Complete the mandatory fields in the pop up and select the Add group leader button.
Existing users can become Group Leaders – When adding a group leader use their existing email address and they will be upgraded.
Additional group leaders can add and remove users and access your team’s online course completion reports. They will not have the ability to change your subscription or billing information.
You can use this method to add up to the remaining seats in your account. This is a advanced method for group leaders who are comfortable editing .csv files. We strongly recommend you read the full instructions before attempting this method.
Download the sample .csv file
In a text editor or a program like MSExcel:
Open the same file on your computer.
Complete the .csv file with the first and last names and email addresses of everyone you want to invite. Enter a temporary password or leave blank if you want us to generate one for you.
When done, save your .csv file.
IMPORTANT: When saving in MSExcel, a warning may appear—Some features in your workbook might be lost if you save it as a CSV (Comma delimited) file. Do you want to keep using this format? YES, you want to keep this format! Make sure you save your file as a .csv NOT .xlsx.
Return to the pop up window, select your saved .csv file and select Choose File.
In the pop up window, select either Add and invite user or Send enrollment key.
If you select Send enrollment key, you can also select Suppress emails. You can give the enrollment key to the employee offline. The employee can use a different email address with that access key. It will update in your dashboard. Otherwise, all instructions and links are included in the employee’s invitation email.
Select the Add users button.
You can review the upload and click Done to return to your dashboard.
You will see the users added and their corresponding enrollment keys.
If any users were added in error, you can select the checkbox next to their name and select the Remove button.
What’s the difference?
Add and invite user: Sends the employee an email with a password that you’ve chosen or a random one we’ve generated (if you leave the password field blank). They take up a seat in your group, and their status is set to Not Started.
Send enrollment key: Sends a special code for the employee to self-register on our website. They take up a seat in your group, and their status is set to Not Enrolled.
Under the Enrolled users section, select the Users drop down menu button.
Select Add multiple from the list.
In the form that appears on the page, complete the first and last names and email addresses of everyone you want to invite.
Enter a temporary password or leave blank if you want us to generate one for you.
When you are done entering, scroll to the bottom of the list and select the Add & invite users button.
All instructions and links are included in the employee’s invitation email.
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Under the Enrolled users section, select the Users drop down menu button.
Select Add one from the list.
In the pop up window, select either Add and invite user or Send enrollment key.
Complete the mandatory fields in the pop up and select the Add user button.
All instructions and links are included in the employee’s invitation email.
What’s the difference?
Add and invite user: Sends the employee an email with a password that you’ve chosen or a random one we’ve generated (if you leave the password field blank). They take up a seat in your group, and their status is set to Not Started.
Send enrollment key: Sends a special code for the employee to self-register on our website. They take up a seat in your group, and their status is set to Not Enrolled.
