Upskill People

For helping people who help other people shine

User Editor

Looking after your learners and helping them shine!

Your learners menu explained

Understand the jobs that people do so you can give them the best content and help them shine!

Understanding Job Types and why they matter

Get your new starters logging in and learning quickly

Adding new people

So long, farewell, we’re sad to see you go!

Quickly set someone as a leaver

Giving people content because of something special about them

Giving individual people the content they need

1. User Editor - Getting started

Make your life easier by importing, or updating everyone in one go!

Importing lots of people quickly with a CSV file

Keeping your learner data in tip-top condition!

What to do with your import file warnings

2. User Editor - Automation

Helping your teams log in and learn

Protecting your data’s integrity by managing leavers, long-term sick and others excluded from reporting

Managing leavers and excluded learners

Defining the rules for excluding people from reporting

Excluding people from reports

Keeping your reporting accurate at all times!

Creating a reason to exclude someone from reports

Aligning data for someone with two learning accounts.

Transferring data from a temporary account to a permanent one

3. User Editor - Keeping on top of things

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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