Before you begin
Have a workplace PDF ready (25 MB or smaller) and the work email addresses of the people you want to train.Steps
1
Create or sign in to your account
Go to the sign-in page and create an account, or sign in if you already have one.
2
Complete workspace setup
Follow the setup prompts to name your workspace and confirm your administrator details.
3
Open + New and select Training
From anywhere in the workspace, open + New and choose Training.
4
Create your first module
Upload a PDF, review the prefilled title, and create the module. See Create a training module. Preparation continues in the background.
5
Add employees
Open + New > Employee and invite each person by work email. See Add an employee.
6
Assign training
Once the module status is Ready, open Training assignments and assign it. See Assign training.
7
Check progress
Track status and results on each employee’s assignment. See Scores, attempts, and training records.
Next steps
Understand module statuses
Learn what Ready, Preparing, and Needs attention mean.
Create employee groups
Save reusable selections for faster assignments.
Schedule reminders
Remind employees who have not completed a module.
Manage billing
Start or manage your annual workspace subscription.