Getting started for admins

If you've just started a brand new HowToo account, or you've been added as an admin to an existing account, this guide is for you! Learn all about your new permissions and HowToo.

Contents of this article:

• Admin account permissions
• Creating an account
• Invite your team
• Get your team up to speed

Admin account permissions

If you are a primary admin in your HowToo account, you can do anything! If you are the first person to join your account, you will be automatically listed as the account's primary admin, as every account must have at least one primary admin. See your full list of permissions here.

Primary admins can create learning, manage other users and manage your account's invoices and billing.

• If you are on a Creator plan, you can also publish learning objects.
• If you are on a Growth, Creator Plus or Professional plan, you can also distribute learning objects, and receive learning objects to complete.

Getting started

1. Creating an account

If you haven't actually created or joined an account yet, this is the first place to start!

You can quickly and easily create a free 30 day Pro Trial from our sign up page.

If one of your colleagues has already created an account and you're looking to join their account instead of starting a new account, ask them to invite you to their team.

2. Invite your team to your account

Now that you have a shiny new account, you can activate your team collaboration tools by inviting your team to join your account.

To invite your team:

1. Select the Setting icon in the top navigation bar.
2. Then select User management.
3. You'll find two tabs; Creators and Learners. To add Learners select the learner tab and complete the same process below.
4. Select Invite creators. 
5. Enter the new team member emails into the 'To' section.
6. Add a personalized message, which will be sent in the invite email.

7. Select the role the new users will have.

8. When you are ready, select 'Send invite' to add those users. They will be added in a pending status until they first login to their new account. 

⭐Tip: You can add multiple emails in the 'To' section by hitting enter. To bulk copy in a number of emails format each email with a comma separating each email.

⭐Tip: If a team member has accidentally created a new account instead of joining your existing account, contact us to get them moved over to your main account. 

3. Get your team up to speed

Once your account is setup, you can share the following resources to help everyone get familiar with HowToo: 

• Quick start guide for new users
• Start editing your courses
• Preview your courses
• Publish your courses

⭐Tip: If you have questions, search our Knowledge Base anytime or contact our Support team. We're always happy to help if you need a hand.