Learner Management

This article will walk you through the primary functions of learner management for your CBT Nuggets account in the Adept platform

To access the Organization section of your account, click on the Organization icon from the left pane. Initially, it will only show the first initial of your org name. You can add a logo or icon to quickly identify your org by selecting the Organization after clicking on your org’s icon. Administration available from your organization:

• Org-dashboard: Shows your role in the organization, all administrators of the organization, your subscription, groups that you are in or manage, and content that is assigned to you through your organization.
• Organization tab:
  • Add or edit logo
  • Transfer Organization Ownership 
  • SSO: Manage your organization’s SSO if you have access. Please speak to your coach to request access
  • People: 
    • Invite people to your Organization, assign Roles, Groups, and Licenses
  • Groups: 
    • Create and manage Groups, review group enrollments 
  • License Assignments: 
    • Manage your team's licenses
• Analytics: Review your team's training summary, activity, course progress, and learner progress
• Billing: Review and manage current, upcoming, and past subscriptions 
  • • Assign licenses 
    • Review your payment history (receipts)
    • Update or remove your payment method
    • Manage Auto-renew

Adding a New Learner

New learners can be added to your Organization at any time. It is recommended that licenses be assigned when someone is added, but learners and admins can be invited without having a license assigned to them if needed.

To invite someone to your organization:

• Click on your Organization’s profile icon in the left pane
• Click Organization
• Select the People tab
• Click Invite People
• Enter the learner’s email address (you can use their Username if they already have an Adept account and have provided you with their unique Username)
• Add an optional note for the Learner
• Assign their role:
  • Learner: will consume content and hold a license
  • Learning Admin: will act as a secondary administrator for your account, they can manage learners, assign content, and review analytics
  • Billing Admin: has access to historical receipts, and update your payment method, can purchase licenses and manage auto-renew
• Add to groups (optional)
• Assign a license (optional but recommended): you will see a count of your unassigned licenses and a button to Assign License for this learner. If you do not assign a license now, you can do so later from your Purchases section.
• Click Invite
• The Learner will receive an email with a link to validate their email address and create their credentials

Assigning a license after someone has been invited to your Organization: 

If you invited a Learner to your Organization and later need to assign them a license, you can do so from the License Assignments tab in the Organization section. Keep in mind that licenses can not be assigned from Purchases if an email address is still Unverified.

• Click on your Organization’s profile icon in the left pane
• Select Organization
• Select the License Assignments tab
• Click on your subscription card
• Select Assign Licenses
• The Find Learners box will include anyone on your Organization who does not yet have a license assigned
• Select the Learner(s) you would like to assign
• Click Assign licenses

Removing a License

If one of your team members leaves your team or otherwise does not need a license, you can remove the license to transfer it to a new learner:

If your team member no longer needs their license and will not remain in the Organization:

Note: if a Learner is removed from your Organization, they will no longer appear in your Analytics

• Click on your Organization’s profile icon in the left pane
• Click Organization
• Select the People tab
• Click the ellipsis next to their name
• Select Remove Person
• You can then add a new learner to the account and assign them the license

If your team member will remain in your organization but does not need a license: 

• Click on your Organization’s profile icon in the left pane
• Click Organization
• Click the License Assignments tab
• Click on your Subscription card
• Click the ellipsis next to their name
• Select Unassign license
• The Learner will remain in your Organization but will no longer have a license

Sending and resending invitations

After you've added a learner or admin to your team, they will be sent a welcome email with an invitation to create their account and password. If a learner has not signed in, you will see the Pending Invite next to their email address, indicating that their invitation is pending.

You can filter by Last Sign-in to quickly identify Pending invitations. From there, you can re-send, update, or cancel the invite using the ellipsis to the right of their email address.

Purchasing additional licenses

You can purchase up to 10 total licenses from the Purchases section of your account. If you would like to purchase more than 10 total licenses, please contact your team’s Coach or our Sales Team for assistance.

Purchasing licenses requires that you have a payment method saved in your account. If you do not already have a payment method saved:

• Sign in to your CBT Nuggets account
• Click on your Organization icon from the left pane
• Select the Billing tab
• Select Update Payment Method
• Enter your new payment details (credit card or PayPal)
• Click Update Payment
• Your new payment method will be saved and used for future purchases

To purchase additional licenses: 

• Sign in to your CBT Nuggets account
• Click on your Organization icon from the left pane
• Select Billing
• Click the Ellipisis for More Actions from the upper right corner of your Subscription card
• Select Add Licenses
• Select the Quantity (up to 10 total) and Purchase Licenses

Managing Learners by CSV 

You can upload a CSV when inviting people to your organization to quickly add multiple email addresses. Click the Upload a CSV option from Invite People.

Note: your file must contain a column header named "email"

Transferring Ownership

If you are the current Account Owner and need to transfer ownership to another learner in your organization:

• Go to your Organization page by selecting your Organization icon from the left pane
• Select Organization
• Scroll down to select Transfer Ownership
• Select the new owner from the list
• Optionally, you can toggle on “Remove me from the Organization” if you would no longer like to be associated with the organization