Conduct Courses • Organization Dashboard Guide

Manage your team & training access

Your purchase created a private training dashboard for your organization. Use it to assign seats, add team members, optionally create teams, and track completion. No technical setup required.

Start: Add a team member → Jump to FAQs

Watch: How to Manage Your Team

A quick walkthrough of seats, adding members, teams, leaders, and reporting.

2–3 min

1) Accessing your Organization Dashboard

1

Log in using the email used to purchase your team access.
2

Click Course Dashboard in the top navigation.
3

You’ll see your organization overview (seats, buttons, reports, and your course list).

Tip: If you can’t find the dashboard, look for a button labeled Course Dashboard or Manage Organization.

2) Understanding seats

A seat is one training license for one person. When you add a staff member, one seat is used.

Seats Used

How many staff are currently assigned access.

Seats Remaining

How many licenses you still have available to assign.

If Seats Remaining = 0: remove someone who no longer needs access, then add the new person.

3) Managing your organization

Click Manage Organization to open your management panel. From there you can add team members, create teams (optional), assign team leaders, and run reports.

4) Adding team members (most common task)

1

Click Manage Organization.
2

Select your organization/team, then click Team Members.
3

Click Add Member and enter their name + email.
4

Click Save.

Important: You do not need to assign courses one-by-one. Once a member is added, they automatically receive access to the courses included in your plan.

5) Creating teams (optional for larger organizations)

Teams help you organize employees by department (HR, Supervisors, New Hires, etc.). If you have a small group, you can skip this section and simply add members.

1

Click Manage Organization, then choose Add Team.
2

Enter a Team Name (example: “Supervisors”).
3

(Optional) Choose which courses apply to that team.
4

Click Save.

6) Assigning a team leader

A team leader can manage members for a specific team and view progress/reporting. They cannot change organization-wide settings.

1

Open Manage Organization.
2

Click Team Leaders for the team you want to manage.
3

Add an existing user (by email) or create a new leader.
4

Click Save.

7) Viewing training progress

Your dashboard shows training activity at a glance. Use the report area to review progress and export documentation for HR/compliance.

1

Scroll to Organization Report on your dashboard.
2

Click Export CSV to download a report.

8) Removing a team member

If someone leaves your organization, remove them to free a seat for someone else.

1

Open Manage Organization → Team Members.
2

Select the person and choose Remove.

FAQs

Do I assign courses individually?

No. Courses are included with your organization plan. When a person is added as a team member, they automatically receive access.

What if the person already has an account?

Add them using the same email address they already use. The system will connect their existing login to your organization seat.

Can I reuse seats?

Yes. Remove a member who no longer needs access, then add the new person. This frees the seat for reuse.

Do I need teams?

Not usually. If you have a small staff, skip teams and simply add members. Teams are helpful when you have departments and multiple leaders.

I can’t find “Add Member.” What should I do?

Click Manage Organization first. Then choose your team and click Team Members. If you still don’t see it, confirm you are logged in with the purchasing email.

Quick navigation

Access your dashboardStep 1 Understand seatsStep 2 Add team membersMost common Create teams (optional)Optional Assign team leadersOptional View progress & exportReports Remove a memberSeats FAQsHelp

Best practice: If you have under ~20 staff, skip Teams and just add members directly.