Admin starter guide

Get your team trained in under 10 minutes

A six-step walkthrough for new organization admins — from signing up to onboarding your first learner.

1

Create your account

Head to the sign-up page and create an account with your work email or Google. If prompted, click the verification link we email you.

Signing up by itself does not create an organization. You'll set that up in step 2.
Sign in or create an account screen
1Sign up tab
2Organization
3Create account
2

Create your organization

Once you're signed in, open Create or join an organization and enter your organization's name (e.g. "Acme School District").

  • You're automatically set as the org admin.
  • You can rename the organization later from the org page.
  • One person can be admin of multiple organizations.
Set up your organization form
1Org name
2Create
3

Buy seats

On your org page, open the Buy seats tab. You have two options:

Bundles
The cheapest per-seat price. Pick the bundle that fits your team size.
Top up
Already have a bundle? Add a few more seats at the per-seat rate of your current bundle.
Upgrading from one bundle to a larger one automatically credits what you've already paid — you only pay the difference.
Buy seats tab with bundle picker
1Buy seats
2Pick a bundle
4

Activate courses

On the Courses & seats tab, toggle on each course you want your team to take. Activation is free — seats are only used when a learner actually enrolls.

  • Activate as many courses as you like — your seat pool is shared across all of them.
  • Set a custom certificate validity period per course with the Edit button if your state requires it.
  • Deactivate a course any time; it just hides it from new enrollments.
Courses & seats tab with course catalog and Activate buttons
1Activate
2Edit cert
5

Invite & share with learners

There are two ways to onboard learners. Most orgs use both.

Direct invite

On the Invites tab, enter a learner's email and choose their role (learner or co-admin). They'll get an email with a one-click link that drops them straight into your org.

Self-serve join code

Every organization has a short join code (shown at the top of your org page). Share the code, or share the join link from the Share button. Learners sign up, enter the code on the join page, and are added automatically.

If a code ever leaks, hit the rotate button next to the code to generate a new one. Existing members aren't affected.
Invites tab with email input and Create invite button
1Share
2Invites tab
3Create invite
Self-serve join modal with QR code, join link, and join code
1QR code
2Join link
3Share
6

Track progress

Once learners are in, you have a few admin tools:

  • Members — see who's enrolled, their progress, and completed courses.
  • Analytics — completion rates and certificates issued.
  • Retakes — grant a learner another quiz attempt if they don't pass on the first try.
Analytics with KPIs, enrollments chart, and learners table
1Certificates
2Progress

That's it. Ready to start?

The whole flow — from new account to first learner enrolled — takes most admins under ten minutes.