Getting Started as an Administrator

Accessing the Console

The first thing is to get access to the management console, you should have been given Admin access and have received the Admin email, which contains the login details and you should already have access to the management console section of the Support Centre (otherwise you won't be able to read this article 😁).

Now that you have logged in to the console take a few minutes to familiarise yourself with the main console functions, then you can look at the tasks required to keep the system running smoothly.

 

Now that you are ready, let's get started .......🙂

Primary Tasks

As a console administrator you have access to the Forget Me Not Console and there are some primary tasks that you need to complete to get your users actively learning.

• Inviting users into the org (creating accounts)
• Enrolling users into a topic via a series or a learning pathway

These actions must be done as two distinct steps, however with Forget Me Not®, there are different scenarios that work best for different types of users.

 

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Inviting Users to the Org

 

For Standard / Guest Users

For Standard / Guest users we recommend not to send the welcome email when creating the account. These users will get the instructions as part of their initial enrolment email, which means they can sign in and start learning straight away.

Take a look at advanced enrolment notifications to understand the different options and see all of the notifications that users get.

There are two ways to invite users into the org:

• Invite single users - users are invited one at a time. This way is best suited to adding 1-10 users at the same time.

• Bulk import multiple users - use the bulk import feature to add in large numbers of users from an import file. This way is best suited to 10 or more users

For Admin Users / Team Managers

For an admin user, the first thing to do is invite them into the org as a user which will create an account. During this process there is an option to send welcome invite & password, this should be selected, this will send the welcome email with sign in password 

After the initial account has been created, you will then need to make them an admin / make them a Team Manager so they get access to the console. They will be sent the access link in the admin email /Team Manager email.

This allows both types of users to login to the management console and setup also with the app incase they also get enrolled in a series.

 

 

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Enrol Users into a Series or a Learning Pathway

The following steps are required each time a user is enrolled in a series or a learning pathway:

1. Enrol users into Series/Pathways - Series are the learning content that can be found in the Series Library, and Pathways are multiple series combined together, users can be enrolled in one or more series or enrolled into a pathway as required.
2. Monitor onboarding, progress and engagement - Use the series enrolments list, pathway overview or Insights reports to check on user onboarding status and then monitor their ongoing engagement and progress. Some users who have Not Started may require manual follow up reminders to get them started.
3. Review completed enrolment statistics - Analyse the Mastery Insights to see how learners did, once they have completed the Series. Use the Question Metrics to see how learners answered individual questions. If required, you can also review questions using the Question Previewer to see how they look in the app as this may help when learners ask for help.

 

 

Secondary Tasks

As an administrator there are other tasks that you may need to do from time-to-time to help maintain the system and keep enrolments and user accounts running smoothly:

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Manage Enrolments

• Withdraw users from enrolments - withdraw users from a series or pathways when they no longer need to complete the enrolment. Select an appropriate reason for reporting purposes.
• Adjust or reactivate series enrolments - adjust an In Progress enrolment to give more time to complete or reactivate a withdrawn or incomplete enrolment to let learners continue on from where they left off.
• Remind learners to answer questions - send a manual reminder to let them know to keep going with the enrolment. Use the default reminder message or add in a custom message if require.

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Manage Users and Groups

• Update user accounts - change names or email addresses of users, due to marriage or when errors are found.
• Reset Users Passwords - reset a users password when they have trouble logging in or have forgotten their password.
• Manage Administrator accounts - Give users administrator access to assist with tasks.
• Manage Team Manager Reporting- Give users Team Manager Reporting access to assist with reporting on their teams.
• Add and remove users from the organisation - Deactivate users who have left the organisation, or are no longer part of learning or Reactive a returning user.
• Manage Groups and Group Memberships - Use Groups to structure users by a particular category or location and adjust memberships as required.
• Managed Group Ownership - Make users owners of groups they manage, this enabled Team Managers to only see their teams insights.
• Remove duplicate user accounts - identify and remove duplicate user accounts that may exist in the system.

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Author Content and Manage Resources

With Forget Me Not® you can use existing content from our gallery or create you own content using the Question Studio.

Refer to Getting Started as a Content Author for more details.