Dashboard Settings, Features, and Tutorials
Adding and Removing Learners
Dashboard Admins
Adds, changes, settings and actions for administrators
Dashboard Setup and Customization
Due Dates, Reminders, and Notifications
Learning Journeys
Recertification
"Select All" and Bulk Action Functions
Select All. To select all Learners on the current page, you will click the box to the left of the word "Name" at the top of your Learners tab to select all Learners on the current page. A Purple Acti…
Downloading Certificates
There are two ways to download a Learner's certificate - bulk and single. The bulk method is best if you need a large number of certificates. You will be emailed a link to download the certificates.…
Edit a Learner's Profile information: Individual and Bulk Updating Learner Details
Unlimited subscribers cannot edit Learner names in the dashboard. Please contact Support with the name change details and the reason for the change.. To make changes to a single Learner from their pr…
Email Template: Notify your Learners of EasyLlama Courses
To ensure a smooth and well-informed training process, it's common for organizations to send an introductory email to their Learners before triggering EasyLlama's notifications. This proactive approa…
Guide to a Learner's Training Profile
The Learners Tab in your dashboard shows a lot of high-level information, but when you want more details about your Learner their Training Profile contains a lot of data you may have never noticed. T…
How do I assign courses to Learners who are already in the dashboard?
Courses can be assigned to existing Learners individually or in groups. To assign courses to one Learner:. Go to Learners, search for the Learner, and click on their name to open their profile. Click…
Providing Non-Mandatory Courses (Using Kiosk Links)
If you would like your Learners to have access to courses without you assigning them, you can use the Kiosk Link feature , available to PRO and Enterprise subscribers, to allow Learners to assign a c…
Renewing using the Renewals Tab - Important Update!
This Article has been left active as a placeholder, in case previous links are used. Learner training renewals have now been renamed "Recertification" to differentiate them from subscription renewal.…
SSO for Learners
Single Sign-on is available for PRO and Enterprise accounts. Microsoft and Google SSO can be used to log in to EasyLlama by navigating to our Login Page and clicking on the Microsoft or Google button…
Unassigning Courses - Removing Assigned Courses/Replacing Incorrectly Assigned Courses
Completed courses cannot be removed, replaced, or moved to another Learner's record. Courses over 10% complete cannot be removed by you, but you may request removal by contacting Support@easyllama.co…
Video Guide: Learner Profile Overview
In this video, we'll walk you through the Learner profile and show you how to access, edit, and utilize its different parts. From the learner's tab on your dashboard, you can open a learner's profile…
What is a "Preferred Name" in EasyLlama Training?
For a variety of reasons a person may not use their birth name or legal name and prefer not to be addressed by it. Employers may need to use the birth name or legal name for their records, but the Le…
