Dashboard Tutorials
New! Updated "Select All" Bulk Actions Functionality
Based on feedback from our clients, we have updated our dashboard's "Select All" Feature to help prevent bulk actions from being unintentionally applied to all Learners in the dashboard. To select al…
Add Additional Dashboard Admins
Adding Additional Administrative Users is easy - here's how: In your EasyLlama dashboard, go to Settings > Users. Click Add User+ at the top-right. Follow the prompts to add name, email address, and…
Adding Learners to your Dashboard
Before learners can take a course, they must be added to the dashboard as Learners. This includes those who may have already been added as Admin users. There are three ways to add Learners: Manual En…
Adding Learners using the File Upload Method
Uploading a file is one of the quickest and easiest ways to add Trainees to the dashboard and assign courses to them. However, it is important that your file is prepared correctly. Please read on to…
Changing a Learner's Renewal Date
To change a Learner's Renewal Date, follow these steps: Make sure the Learner's Region and Role are correct - if setting a renewal date for Harassment Prevention, this will indicate which course they…
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.…
Due Dates and Reminders FAQ
How can I change the Due Date?. Every organization is set up with a default Due Date of 30 days after a course is assigned. This setting can be changed under Settings > Organization > Due Date (Acros…
Edit a Learner's Profile information: Individual and Bulk Updating Learner Details
There are two ways to edit a Learner's information in your EasyLlama Dashboard. There is the individual method and the bulk method. To Edit future Renewal dates for Learners, please refer to this art…
Email Template: Notify your Learners of EasyLlama Courses
Many companies like to send an email to their Learners before sending the EasyLlama invites, letting them know an email invite is coming, so that they are prepared and know what to expect. Here's an…
Getting Started - Customizing your EasyLlama Dashboard
Here are a few basic steps to set up your organization and get ready to start training! Adding Additional Dashboard Admins. Dashboard Admins can log in to your dashboard, add Learners, assign trainin…
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 access their profile. Cli…
How do I copy+paste a course link to send from my own email?
Sometimes, you may want to send a training link from your own email address. This could be simply because you prefer more direct communication, rather than sending automated invites, or perhaps you h…
How do I delete a Learner? Archiving and Unarchiving Learners
Archiving Learners. You can archive Learners who have been terminated, are duplicates, or just don't need to be in your dashboard. If they have never started or completed a course over 10%, they will…
My Learners aren't receiving email notifications
First: The most common reason for multiple Learners not receiving invitations is that they were not sent. When bulk assigning training, sending the notifications is a second step. If you have assigne…
Overview: Technical Issues
Which Browsers are Supported by EasyLlama? Chrome, Firefox, and Edge are supported. Please be sure to use the most up to date version to assure the best performance. In unsupported browsers, users ma…
Premium Classroom Mode
Classrooms allow you to present the same courses we offer for individuals, but in a classroom context. You will need someone to administrate and click next, complete the activities, answer quizzes, e…
Renewal Date/Renewing On Date, and Due Date -what's the difference?
These two dates can be a bit confusing, so let's demystify their meaning and purpose! Due Date is the date by which you are asking a Learner to complete a currently assigned course. Only courses that…
Renewing using the Renewals Tab
When it's time to renew your Learners, you can use the EasyLlama Renewals tab to quickly assign and send out courses. Simply click on Renewals on your Dashboard's sidebar to get started! Learners wil…
Send Training Links by Email
There are multiple ways to send training notifications or reminders to your Learners. Send Notifications by Email You can send notifications to one or multiple Learners right from the Learners tab us…
Sending Yourself a Course Preview
Did you know that you can now send yourself a full preview of any course in the EasyLlama library? It's easy, following these steps! Click on the Training Library Tab in your EasyLlama Dashboard. Fin…
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…
What if my Learner doesn't have a computer or email address? Can I send a text?
We work with many organizations that have Learners with no email address, who are not able to come to the office and take the training on a work computer or device. Texting is available, at a fee per…
Your Personal Admin Profile and Dashboard Notification Settings
You can make updates to your profile and notification settings while logged in to the EasyLlama dashboard. Note: You cannot change someone else's profile details or notification settings. Under Setti…
