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
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 lessons.
- If you are on a Growth, Creator Plus or Professional plan, you can also distribute lessons, and receive lessons 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 7 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. Updating account details
Before you invite new users we recommend updating a few account details such as the HowToo site URL. This URL is what your team will use to access your HowToo account.
- Navigate to Settings: Click on 'Settings' in the top navigation bar, then select 'Dashboard'.
- Update Company Name: Find the section labeled 'Company Name'. Click 'Change', enter the new company name, and then click 'Update'.
- Navigate to Settings: Click on 'Settings' in the top navigation bar, then select 'Dashboard'.
- Update URL: Find the section labeled 'Company URL'. Click 'Change', enter the new company URL, and then click 'Update'.
3. 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:
- Select the Setting icon in the top navigation bar.
- Then select User management.
- You'll find two tabs; Creators and Learners. To add Learners select the learner tab and complete the same process below.
- Select Invite creators.
- Enter the new team member emails into the 'To' section.
- Add a personalized message, which will be sent in the invite email.
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Select the role the new users will have.
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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.
4. 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.
Overview
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Admin Account Permissions:
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Primary Admin Role: As the first person to join an account, you're designated as the primary admin with full permissions, including creating learning materials, managing users, and handling billing.
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Plan-Specific Capabilities:
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Creator Plan: Allows publishing lessons.
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Growth, Creator Plus, or Professional Plans: Enable lesson distribution and receiving lessons for completion.
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Getting Started Steps:
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Creating an Account:
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Initiate a free 7-day Pro Trial via the sign-up page.
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To join an existing account, request an invitation from a colleague.
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Updating Account Details:
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Company Name:
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Navigate to 'Settings' > 'Dashboard'.
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In the 'Company Name' section, click 'Change', enter the new name, and select 'Update'.
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HowToo Site URL:
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In 'Settings' > 'Dashboard', locate 'Company URL'.
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Click 'Change', input the desired URL, and click 'Update'.
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Inviting Your Team:
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Access 'Settings' > 'User Management'.
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Use the 'Creators' and 'Learners' tabs to manage respective roles.
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Click 'Invite creators', enter email addresses, add a personalized message, assign roles, and send the invitations.
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Tips:
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Separate multiple emails with commas.
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If a team member inadvertently creates a new account, contact support to transfer them to the main account.
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Getting Your Team Up to Speed:
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Share resources to familiarize team members with HowToo:
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For additional assistance, utilize the Knowledge Base or contact the Support team.
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This guide ensures that new admins can efficiently establish and manage their HowToo accounts, facilitating seamless collaboration and content creation within their teams.
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