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This checklist is for admins to follow when organising in-person training sessions. It helps prevent issues and ensures everything runs smoothly on the day, so you can avoid any last-minute problems.

We recommend bookmarking this page in your browser and keeping it handy for in-person training sessions.

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Before the in-person session

We advise to do this 3 days before your training session to avoid issues on the day of training.

• Create your group

  https://www.loom.com/share/8fe5c6c0a9fa41648b813fa6168a57d6?sid=cb6f07cd-c64b-4a46-8e0a-46715ba15448

  1. Under the Admin toggle, click on the Group page
  2. Click the Add Group button on the top right
  3. Name your group
  4. Press Create Group & Proceed button
  5. Continue the steps to assign content:
     1. You can either connect the group to a Library (optional). Content in a library will be stored on the Library page for your users, and you can view your libraries in the Content page as an Admin. Libraries are useful for additional resources for your learners. Assigning content ensures your users complete it.
     2. Alternatively, you can select content directly from the list to assign.

• Assign the content to your group

  https://www.loom.com/share/1e2592f22dd6435a90d92f2dd66fc6ba?sid=4ac69211-43f6-4263-9760-36e0fc9ce182

  1. Use the actions dropdown, select "Assign Content," and follow the steps.
  2. Alternatively, click on the Assignment column for the specific group and follow the steps.

• Create your users

  https://www.loom.com/share/504f174198044e10a4c44efd97ee02e8?sid=dbfb68be-8bef-4712-8f31-f08cafce6c40

  1. How to onboard
     • Go to the Users page under the Admin toggle and select the "Invite To" button.
     • Choose either "Pre Create" or "Create a Join Link":
       • Pre Create
         • Not always instant.
         • Best done before your in-person session.
         • Users will receive an email or SMS and go through the onboarding process.
       • Join Link
         • The link will be copied to your clipboard.
         • Send it to your users in your preferred way.
         • Users will go through the onboarding flow once they click the Join Link.

• Add users to your group

  https://www.loom.com/share/4f483a5371b243278004e2c7c88a9a9a?sid=22e9b547-91c0-48e2-ac43-2a9d53ef2f1c

  1. Go to the Groups page under the Admin toggle.
  2. Select either the Members column or the actions dropdown.
  3. Choose your user(s).
  4. Click "Add to Group."
  5. Don't forget to click "Update."
  6. The process is the same for both the Members column and the actions dropdown.

Scenario Checklist

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If a user can't log in with their password, send a magic link:

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• Go to the Admin toggle.
• Navigate to the Users page.