Overview

• Expectations & Considerations
• Organizational Structure
• Partner Access & Privileges
• Platform Processes
• Content Processes
• Additional Support

Expectations & Considerations:

Client Environments allow you to distinguish Closed-Won deals from your trials and demos. Establishing the three teams described under “Structure”, your team will stay organized and focused on critical deals.

Organizational Structure:

We recommend defining three primary sections within your environment. One specifically for trials, another for demos, and the third for your clients.

The client environment will be used for all existing clients. Similar to the trial environment, we recommend starting with an ‘Active’ and ‘Inactive’ subgroup to keep track of existing and past clients. You can add additional teams for platform and library access. For example, a team that only has access to a specific library.

Your Access & Privileges

• Teams will be designated for trials, demos, and clients.
  • Trials will be leveraged for temporary access to the BizLibrary platforms for prospects. Access to the libraries via trial should be closely monitored and removed after no more than 2 weeks.
  • Demos will be leveraged for internal sales reps to talk about the BizLibrary platform. This should be set up during implementation and updated on a quarterly basis.
  • Client structures will house all active clients/. Here, profiles can be created for client administrators and their teams. Library access and privileges will need to be set for every new client based on their individual purchases.

Platform Processes for Clients:

Creating new Clients

Step 1: Team Creation

1. Select Administration from the main drop-down menu
2. Click People followed by Teams
3. Locate and select your personal ‘Active Clients' team
4. Select New Team in the upper-right corner
5. Enter the Team's name, description
6. Click Create New Team

Step Two: Learner Creation

1. From your Homepage, select Administration from the main drop-down menu.
2. In the Administrative Navigation Menu, select People followed by Learners.
3. Click New Learner in the upper-right corner.
4. Enter the new Learner's username, password, first/last name, and email address.
5. Ensure the billing ID is set
6. Click Create New Learner when finished.

Step Three: Access - to be set for each library you need to demo.

1. Select Administration from the main menu drop-down.
2. Select Learning and then Libraries from the Administrative Navigation Menu.
3. Click on the title of the desired Library.
4. Select the Access tab.
5. Click New Access on the right.
6. Check the boxes for the Teams/Learners that should have access.
7. Uncheck the Allow Browsing box if you only want Learners to view content that you assign them.
8. Choose the topics that they should have access to (leave blank to default to all).
9. Select Grant Access on the bottom right.

If applicable: Moving new Clients from Trial to Client Structure

To move a team, please follow the steps below.

1. Select Administration from the main menu
2. Select People then Teams from the sidebar menu 
3. Locate the desired team and click on the title of the team
4. Open the Actions menu, then select Move
5. Make sure the ‘allow multiple parent teams’ box is unchecked
6. Under Destination search for a team and select it from the drop-down options
7. Select Move Team to move the team 
8. Do not allow for multiple parent teams in this case

Content Groups

Content Groups are used to create custom libraries for your teams. This allows for the upload of internally created materials like videos and documents.

1. Select the main menu dropdown and click Administration
2. Select Learning on the sidebar menu, then Content Groups
3. In the upper right-hand corner, click new content group
4. Enter the Client’s name for the title and description, then select create

***STOP***

To complete the Content Group & Custom library setup, the BizLibrary Professional Services team will need to use the content group you created in the previous set to activate the Custom Library.

Please send your Partner Success Manager the following information:

• Name of New Client
• Name of Content Group (Created in previous step)
• URL that appears on the Content Group page (Copy and paste from Browser)

Your Partner Success Manager will send this information to the appropriate team. You will receive a response within 72 business hours.

Library Privileges

Once the Custom Library is active, you will need to grant privileges over the library to the Client – Admin.

1. From your homepage, select Administration from the main menu
2. From the sidebar menu, select Learning followed by Libraries
3. Select the library that you would like to grant privileges over
4. Click the Privileges tab followed by New Privilege
5. Select user(s) to give privilages to
6. Check the box for Can Grant Access to Learners
7. Indicate which team the user should be able to grant access to
8. Click Grant Privilege

Learning Initiative Groups

Learning Initiative Groups store individual client Learning Initiatives. Learning Initiatives are content bundles closely representing learning tracks. Within each Learning Initiative, an administrator has the ability to create multiple stages (or phases) which contain a set of courses. Additionally, a Learning Initiative can be configured to reset at specific intervals (annually, monthly, etc.) depending on the requirements of your training regimen. Organizations utilize this feature to build curriculums for areas such as onboarding, new manager training, or annual compliance training. 

1. Select Administration from the main menu dropdown. 
2. On the administrative navigation menu, select Learning followed by Learning Initiatives. 
3. In the upper right corner, select Add Learning Initiative Group.
4. Enter the Client Name in the title field and Save. 

Facility Groups

Facility groups allow Client Admin to manage upcoming classroom sessions and the locations these sessions will take place in.

1. From your homepage select Administration from the main menu
2. Click Learning from the admin menu and then Facility
3. Select Actions and New Facility Group.
4. Enter the Client Name  in the title field and Save.

Site Branding

Creating a default custom site will allow prospects to visualize white labeling the platform.

• To create a branded site:
  1. Select Administration from the main menu dropdown
  2. Select System from the sidebar menu
  3. Choose Branded Sites
  4. Select New Branded Site in the top right corner
  5. Enter your Site Title (this is strictly for the administrator, learners do not see this section. Example titles could be “Company University” or “Online Training Center”)
  6. Enter your site name (this is the part of the URL that learners must type in to land on the branded site. Example: companyname.bizlibrary.com)
  7. Enter your billing ID
  8. Select your authentication method (Select your company authentication if you aren’t using SAML or Single Sign-on)
  9. Select your brand color (can enter a specific hex value in the field if needed/desired)
  10. Select your login background color (this only appears on the login screen; it will overlay on top of the login background that is selected. It is optional.
  11. Select your logo (this will appear in the top left corner of the site and on the login screen)
  12. Select a login background (this will only appear on the login screen behind where the learner enters their username and password. Uncheck the box if background color is not needed/desired.)
  13. Click Create Branded Site

Privileges

Privileges allow the Client – Admin. to manage every aspect of the LMS you just created for them. Privileges must be granted over the Client’s specific groups in order to prevent them from having access to another organization’s information.

To grant privileges:

1. Select Administration from the main menu dropdown
2. Select People and then Learners from the sidebar menu
3. Select view profile next to the desired learner
4. Select the Privileges tab within the profile
5. Select New Privilege on the right
6. One at a time – you will grant privileges to the Client -Admins. Appropriate user group (their organization name). This includes:
   1. Learner: The users an admin will have access over
   2. Content: The content admin will have access over
   3. Facility: The classroom locations admin will have access over
   4. Learning Initiatives: The course groups the admin can create

For more information on privileges, visit: https://lms.bizlibrary.com/learner/support/detail/12037D65-A72B-4CB2-AAFB-634BA4B64E0D.

Additional Support

• For any platform or general questions, reach out to your Partner Success Manager.
• For any technical issues, reach out to support@bizlibrary.com