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Adding Instructors and Admins to your platform

Before you can schedule sessions in the online classroom, you must add your instructors to the system. Here is a brief overview of the process.

Users: This article is for Organizational Admins/Licensee Owners

Prerequisites:  Set up your Administrator account

Follow the step-by-step instructions outlined below for:

Adding an Instructor 


Please note: Prior to adding a user to your system, we recommend communicating with them before-hand so that they will expect the onboarding email communication. User onboarding/user account creation is initiated via an automated email sent from your platform when you add an instructor. Your organization's name will be included in the "From" field and as part of the communication. 

Add instructors to the system using their name and email address. Navigate to the Instructors tab on the admin home page.

Instructor admin home tab

or in the left navigation bar.

Instructors tab

On the Instructor Management page, enter your instructor's first name, last name, and email address. Click the blue "Save Instructor" button to create the user and trigger the user onboarding email. 

Add instructor

Once you’ve clicked “save” the onboarding email will be sent to your instructor and look similar to this: 

Screen Shot 2019-10-28 at 2.35.47 PM

The email includes a link to Get Started. See an example of the email, below.

Screen Shot 2019-10-28 at 2.36.02 PM

Your instructors will click on the “Click Here To Get Started!” link, be prompted to create their password and log in to their account.

 

To review the status of an instructor’s onboarding progress, navigate to the "User Management" page using the "Users" tab in the left navigation bar of the admin portal.

Screen Shot 2020-04-27 at 7.03.16 AM

  • Check the user's "Last Used" date.

Instructor last used

If the field is left blank, then the user has yet to initiate the onboarding process. 

  • To resend the welcome email:
    • Click on the user's name to navigate to the "User Details" page User name
    • Click the "Resend Welcome Email" button at the top of their details page
      Screen Shot 2019-10-28 at 5.40.23 PM
    • We also recommend reaching out directly in case they have any questions or need assistance.
    • If they have not received the email
      • Double-check that you have entered the correct email address. If needed, update the email address and then click the "Resend Welcome Email" button
      • Ask the instructor to check their Spam or Trash folder 

Adding Admin/Instructor Dual User

For freelance instructors, business owners that also conduct sessions, and organizations that have instructors with admin privileges, start by adding yourself or another individual as an admin user. To do this, head to the "Users" tab on the Admin Home page.  

User tab - admin homescreen

Enter the user's name and email address in the "Add Admin User" box on the right side of the screen. Click the blue "Save Admin" button to create the user and trigger the onboarding email. 

add admin user

Once the user has been created as an admin, you can add them as an instructor.

To do this, use the same process outlined in the Adding an Instructor section above. Use the same details - first, last name and email address - when adding the instructor on the Instructor Management page. 

Dual admin/instructor users will only receive 1 onboarding email to complete the profile creation process. 

IMPORTANT NOTE:  For dual admin/instructor roles. 

The online classroom is accessible from the Instructor dashboard. Admins will need to switch to the instructor dashboard to conduct online sessions. 

See the image and note below.

switching user roles

To switch back and forth between the admin profile and instructor profile, use the figure icon in the top right corner of your portal (shown above).

 

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