Welcome!
Welcome to your learning journey! As a client through one of our valued partners, you have access to a robust ecosystem of professional development tools and a vast library of high-quality training content. This guide is designed to help you hit the ground running by familiarizing you with the platform's layout and core navigation features.
Our goal is to ensure that managing and consuming training is as intuitive as possible. Whether you are an administrator setting up your team's curriculum or an employee looking for your next skill-building course, understanding the primary navigation hubs will help you maximize the value of your subscription.
Navigation Highlights
To help you get started, here is a quick breakdown of where you’ll spend most of your time:
The Learner Dashboard: Your personalized home base. This is where you can view your current assignments, track your progress on active courses, and see recommendations tailored to your role.
The Content Library: Use the search and filter tools here to browse thousands of expert-led videos and interactive lessons. You can filter by topic, competency, or duration to find exactly what you need.
My Learning: A dedicated space to view your completed certifications and history. It’s the easiest way to manage your personal growth record.
The Admin Console (for Managers/Admins): If you are responsible for oversight, this tab allows you to assign content, run reports on learner engagement, and manage your organization’s specific settings.
Tips for Success
Bookmark the Login Page: Ensure you and your team have quick access to your partner-specific portal URL.
Set a Learning Goal: Start by exploring the "Recommended" section on your dashboard to see what is trending in your industry.
Mobile Access: Remember that the platform is fully responsive, so you can continue your development on any device, whether you're at your desk or on the go.
We are thrilled to partner with you in your professional growth. Let’s dive in!
Content and Licensing Overview
The BizLibrary Collection contains thousands of ready to use titles in a variety of functions from leading Producer Partners. You may be licensed for the entire library or for the ability to select packs of 50 or 200 titles. Watch this short video to have a better understanding of The BizLibrary Collection.
Managing Learners in BizLMS
One of the first tasks you'll need to understand revolves around managing learners and teams in BizLMS. There are many ways that users can be added, and you may want to speak with your Client Success Manager to understand if there are any automated user creation processes in place for your account. Regardless, you can always create, modify and deactivate learners manually through the system.
Creating Learners
As new learners are added to your organization, administrators can create new learner accounts to grant them access to BizLMS. With the correct privileges, administrators can create new learners individually, or in bulk through Data Services. Review this video on Creating New Learners for more information.
Deactivating Learners
Deactivating a learner account whenever they leave an organization or just no longer need access frees up their license for future use, yet maintains the learner’s activity records. Deactivating learners in a timely manner is essential to keeping your database and number of licenses accurate.
Deactivating a learner is a two-step process that results with the learner existing only within the inactive team, and their account is deactivated. The first step ensures that they will not be pulled in on reports or assignments, and the second step frees up the active license they are using. Review this video on Deactivating Learners for more information.
Managing Teams in BizLMS
Creating Teams
Within BizLibrary, teams can by used to assign content, create playlists, and report on learning activity. Many clients choose to create teams based on their organization’s departments, locations, or even job roles. Before creating your teams, consider how you will want to assign and report on learning, to determine which team structure makes the most sense for your organization. Review this video on Creating Teams for more information.
Managing Team Rules
Team rules allow administrators to set up specific criteria for a team that will copy or remove learners from the team. Team rules utilize learner attributes, such as state, department, hire date, or supervisor, to copy or remove learners to teams if their attributes match the established criteria. Setting up team rules allows learners to be automatically copied or removed from a team, without creating additional work for administrators. Review this video on Managing Team Rules for more information.
Curating and Sharing Content
BizLMS provides several options to curate and share content including Playlists, Assignments, and Learning Initiatives. Determining the right method of content delivery is dependent on both your expectations for completion and the nature of the content itself.
Managing Playlists
Featured playlists are a great way to provide your teams and learners with recommended content, without making it a required assignment. Multiple playlists may be created for each team, and up to 60 courses can be added to each. Many clients utilize featured playlists to highlight content for monthly topics, ongoing reminders, or content that will need to be accessed frequently by teams. Review this video on Managing Playlists for more information.
Managing Assignments
Assignments in BizLibrary allow you to deliver specific courses directly to individual learners, groups, or entire teams. Assignments help ensure that required training is completed on time by setting clear deadlines, sending automated reminders, and tracking learner progress. They’re ideal for compliance training, onboarding, or any targeted skills development where you need accountability and completion records. Check out this video on Managing Assignments for more information.
Managing Learning Initiatives
Learning Initiatives are a broader tool that help you plan, organize, and deliver larger training programs. A Learning Initiative can include multiple courses, assignments, and completion requirements, all grouped under a single goal, like a leadership development program or annual compliance rollout. Learning Initiatives help you track progress at a program level and provide clear visibility into who has completed each piece of training and when. Review this video on leveraging Learning Initiatives for more information.
Managing Access & Privileges
Setting Library Access
Administrators can grant their learners access to content by providing them with access to the library. This enables learners to browse and choose content they would like to see outside of their required training. Review this video on Library Access for more information.
Granting Learner Privileges
Administrators can give other learners in the system the same or a subset of their privileges. The administrator can narrow down which team the new administrator has privileges over and which privileges they can have. Review this video on Granting Privileges for more information.
Granting Library Privileges
Library Privileges in BizLibrary allow you to control which learners have access to specific content libraries or packs within your account. With Library Privileges, you can assign different libraries, like your full BizLibrary Collection, a custom Pack Library, or specialized compliance courses to the right users or groups.
This ensures that each learner only sees the training that’s relevant to their role, department, or location, helping you manage permissions, stay organized, and align learning with business goals. Review this video on Granting Library Privileges for more information.
Reporting
Centralized Reporting
Central Reporting in the BizLMS gives you a single, easy-to-use location to track and measure all of your training activity. With Central Reporting, you can monitor learner progress, completion rates, scores, overdue assignments, and more across all your content libraries, custom training, and learning initiatives.
Powerful filters and export options make it simple to pull detailed reports for managers, compliance audits, or leadership updates, helping you demonstrate the impact of your training programs and stay on top of organizational goals. Review this video on Using Centralized Reporting for more information.
Saved & Scheduled Reports
Saved and Scheduled Reports in the BizLMS make it easy to stay on top of your training data without starting from scratch each time. You can save your favorite report configurations including filters, date ranges, and columns so you can quickly run them again whenever you need updated results.
With scheduling, you can automatically email reports to yourself or other stakeholders on a recurring basis (daily, weekly, monthly). This helps managers and admins keep an eye on completions, overdue training, and key metrics without extra manual effort. Review this video on Saved & Scheduled Reports for more information.