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…

Lyndsay
Updated 1 month ago by Lyndsay

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…

Lyndsay
Updated 2 months ago by Lyndsay

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…

Lyndsay
Updated 3 weeks ago by Lyndsay

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…

Lyndsay
Updated 1 month ago by Lyndsay

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…

Lyndsay
Updated 1 month ago by Lyndsay

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.…

Lyndsay
Updated 1 week ago by Lyndsay

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…

Lyndsay
Updated 2 weeks ago by Lyndsay

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…

Lyndsay
Updated 1 month ago by Lyndsay

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…

Lyndsay
Updated 1 month ago by Lyndsay

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…

Lyndsay
Updated 4 weeks ago by Lyndsay

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…

Lyndsay
Updated 1 month ago by Lyndsay

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…

Lyndsay
Updated 2 months ago by Lyndsay

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…

Lyndsay
Updated 2 weeks ago by Lyndsay

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…

Lyndsay
Updated 3 weeks ago by Lyndsay

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…

Lyndsay
Updated 1 week ago by Lyndsay

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…

Lyndsay
Updated 1 week ago by Lyndsay

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…

Lyndsay
Updated 1 month ago by Lyndsay

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…

Lyndsay
Updated 1 month ago by Lyndsay

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…

Lyndsay
Updated 1 month ago by Lyndsay

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…

Lyndsay
Updated 3 weeks ago by Lyndsay

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…

Lyndsay
Updated 2 weeks ago by Lyndsay

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…

Lyndsay
Updated 2 months ago by Lyndsay

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…

Lyndsay
Updated 6 months ago by Lyndsay

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