Leader FAQs
If you’re looking to set up the system quickly and with minimal admin, the best approach is to:
- Create a single Team
- Add all users into this Team
- Add all courses into this Team
The option is there to configure the system in a more detailed way using more Teams, should you wish.
** Adding users into multiple Teams uses multiple seats. Build your Teams carefully to control access to your courses and make the best use of the seats you have purchased. Ideally, a user should only be a member of one Team **
** Adding users into multiple Teams uses multiple seats. Build your Teams carefully to control access to your courses and make the best use of the seats you have purchased. Ideally, a user should only be a member of one Team **
From the Training Menu > Leader Dashboard page, please:
- Click on Manage Organisation
- Click on the Add Team tab
- Enter the Team Name
- If the Team Leader already exists in the system, check the box and search for the existing user
- If the Team Leader does not exist in the system, enter their details. It is recommended that the username should match the work email address for the user
- Select which Courses should be made available to members of this Team
- Click Save
Access to this setting is reserved for Organisation Leaders only. Team Leaders will not be able to access this.
From the Training Menu > Leader Dashboard page, please:
- Click on Manage Organisation
- From the Manage Team tab, select the Team to delete using the bin icon
Access to this setting is reserved for Organisation Leaders only. Team Leaders will not be able to access this.
From the Training Menu > Leader Dashboard page, please:
- Find the Team you want to manage
- Click on Team Leaders
- Click on Add Team Leaders
- If the Team Leader already exists in the system, check the box and search for the existing user
- If the Team Leader does not exist in the system, enter their details. It is recommended that the username should match the work email address for the user
- If you want the Team Leader to also take the course, click on Add Team Leader as Team Member and select them accordingly
- Click Save
A Team Leader can be added when a Team is initially created.
From the Training Menu > Leader Dashboard page, please:
- Find the Team you want to manage
- Click on Team Leaders
- Click on the Manage Team Leaders tab. The existing Team Leaders can be managed here
- Use the Remove (bin) icon to remove the Team Leader from the Team
- Use the Delete (person x) icon to remove the Team Leader from the system completely
** Adding users into multiple Teams uses multiple seats. Build your Teams carefully to control access to your courses and make the best use of the seats you have purchased. Ideally, a user should only be a member of one Team **
From the Training Menu > Leader Dashboard page, please:
- Click on Team Members for the relevant team
- Click on Add Team Member
- If the Team Member already exists in the system, check the box and search for the existing user
- If the Team Member does not exist in the system, enter their details. It is recommended that the username should match the work email address for the user
- Click Save
** Adding users into multiple Teams uses multiple seats. Build your Teams carefully to control access to your courses and make the best use of the seats you have purchased. Ideally, a user should only be a member of one Team **
From the Training Menu > Leader Dashboard page, please:
- Click on Team Members for the Team you want to change
- Click on Import List
- Download the CSV Template, open it in Excel and fill in with the details of the new users. It is recommended that the username should match the work email address for the user
- Save the file on your computer
- Back in isowise, click on Browse and find the recently saved file
- Click Save
** Adding users into multiple Teams uses multiple seats. Build your Teams carefully to control access to your courses and make the best use of the seats you have purchased. Ideally, a user should only be a member of one Team **
From the Training Menu > Leader Dashboard page, please:
- Click on Team Members for the Team your user is a member of
- Find the Team Member in the list and click on Edit
- Edit their details as necessary and Click Save
- Use the Remove button to remove the Team Member from the Team
- Use the Delete button to delete the Team Member from the system completely
- Emailing Team Members:
- In the Training Menu, select Leader Dashboard
- For the Team you wish to email, click Team Members
- Click on Email Team
- Enter your Subject and Body text as required
- Include the dynamic fields where required
- {group_name}
- {childgroup_name}
- {team_member_name}
- {user_name}
- Please refrain from using the ampersand (&) symbol in these emails
- Click on Send
- Emailing Team Leaders:
- In the Training Menu, select Leader Dashboard
- Click on Email
- Enter your Subject and Body text as required
- Include the dynamic fields where required
- {group_name}
- {childgroup_name}
- {team_leader_name}
- {team_leader_username}
- Please refrain from using the ampersand (&) symbol in these emails
- Click on Send
From the Training Menu > Leader Dashboard page, it is possible to see how many ‘seats’ have been used and how many are remaining.
The Team Member can reset their own password from the Log In page. Alternatively, a Team Leader can do this for them.
From the Training Menu > Leader Dashboard page, please:
- Click on Team Members for the Team your user is a member of
- Find the Team Member in the list and click on Change Password
- Enter the new Password twice
- Click Save
From the Training Menu > Leader Reporting page, please:
- Apply the necessary filters as needed and click Filter
- Click the export Course or export Quiz buttons from the Recent Activity section
From the Training Menu > Leader Dashboard page, please:
- Click on Courses for the Team you want to change
- You can add / remove courses for this Team on this page