Leader FAQs

How do I set up my system quickly and with minimal admin?
If you’re looking to set up the system quickly and with minimal admin, the best approach is to:

Create a single Team

Add all users into this Team

Add all courses into this Team

The option is there to configure the system in a more detailed way using more Teams, should you wish.

** Adding users into multiple Teams uses multiple seats. Build your Teams carefully to control access to your courses and make the best use of the seats you have purchased. Ideally, a user should only be a member of one Team **
How do I add a Team to my Organisation?
** Adding users into multiple Teams uses multiple seats. Build your Teams carefully to control access to your courses and make the best use of the seats you have purchased. Ideally, a user should only be a member of one Team **

From the Training Menu > Leader Dashboard page, please:

Click on Manage Organisation

Click on the Add Team tab

Enter the Team Name

If the Team Leader already exists in the system, check the box and search for the existing user

If the Team Leader does not exist in the system, enter their details. It is recommended that the username should match the work email address for the user

Select which Courses should be made available to members of this Team

Click Save

Access to this setting is reserved for Organisation Leaders only. Team Leaders will not be able to access this.
How do I delete a Team I no longer need?
From the Training Menu > Leader Dashboard page, please:

Click on Manage Organisation

From the Manage Team tab, select the Team to delete using the bin icon

Access to this setting is reserved for Organisation Leaders only. Team Leaders will not be able to access this.
How do I add a Team Leader into my Team?
From the Training Menu > Leader Dashboard page, please:

Find the Team you want to manage

Click on Team Leaders

Click on Add Team Leaders

If the Team Leader already exists in the system, check the box and search for the existing user

If the Team Leader does not exist in the system, enter their details. It is recommended that the username should match the work email address for the user

If you want the Team Leader to also take the course, click on Add Team Leader as Team Member and select them accordingly

Click Save
How do I manage my existing Team Leaders?
A Team Leader can be added when a Team is initially created.

From the Training Menu > Leader Dashboard page, please:

Find the Team you want to manage

Click on Team Leaders

Click on the Manage Team Leaders tab. The existing Team Leaders can be managed here

Use the Remove (bin) icon to remove the Team Leader from the Team

Use the Delete (person x) icon to remove the Team Leader from the system completely
How do I add a Team Member into my Team?
** Adding users into multiple Teams uses multiple seats. Build your Teams carefully to control access to your courses and make the best use of the seats you have purchased. Ideally, a user should only be a member of one Team **

From the Training Menu > Leader Dashboard page, please:

Click on Team Members for the relevant team

Click on Add Team Member

If the Team Member already exists in the system, check the box and search for the existing user

If the Team Member does not exist in the system, enter their details. It is recommended that the username should match the work email address for the user

Click Save
How do I add multiple Team Members into a Team?
** Adding users into multiple Teams uses multiple seats. Build your Teams carefully to control access to your courses and make the best use of the seats you have purchased. Ideally, a user should only be a member of one Team **

From the Training Menu > Leader Dashboard page, please:

Click on Team Members for the Team you want to change

Click on Import List

Download the CSV Template, open it in Excel and fill in with the details of the new users. It is recommended that the username should match the work email address for the user

Save the file on your computer

Back in isowise, click on Browse and find the recently saved file

Click Save
How do I manage my existing Team Members?
** Adding users into multiple Teams uses multiple seats. Build your Teams carefully to control access to your courses and make the best use of the seats you have purchased. Ideally, a user should only be a member of one Team **

From the Training Menu > Leader Dashboard page, please:

Click on Team Members for the Team your user is a member of

Find the Team Member in the list and click on Edit

Edit their details as necessary and Click Save

Use the Remove button to remove the Team Member from the Team

Use the Delete button to delete the Team Member from the system completely
How do I email my Team Members?
Emailing Team Members:

In the Training Menu, select Leader Dashboard

For the Team you wish to email, click Team Members

Click on Email Team

Enter your Subject and Body text as required

Include the dynamic fields where required

{group_name}

{childgroup_name}

{team_member_name}

{user_name}

Please refrain from using the ampersand (&) symbol in these emails

Click on Send
How do I email my Team Leaders?
Emailing Team Leaders:

In the Training Menu, select Leader Dashboard

Click on Email

Enter your Subject and Body text as required

Include the dynamic fields where required

{group_name}

{childgroup_name}

{team_leader_name}

{team_leader_username}

Please refrain from using the ampersand (&) symbol in these emails

Click on Send
How do I see how many Team Members I can add into the portal?
How do I reset the password for one of my Team Members?
The Team Member can reset their own password from the Log In page. Alternatively, a Team Leader can do this for them.

From the Training Menu > Leader Dashboard page, please:

Click on Team Members for the Team your user is a member of

Find the Team Member in the list and click on Change Password

Enter the new Password twice

Click Save
How do I export a course and quiz progress list for my Team Members?
From the Training Menu > Leader Reporting page, please:

Apply the necessary filters as needed and click Filter

Click the export Course or export Quiz buttons from the Recent Activity section
How do I manage the courses available to each Team?
From the Training Menu > Leader Dashboard page, please:

Click on Courses for the Team you want to change

You can add / remove courses for this Team on this page
How should I use the Progress Reset tool safely?
Before resetting any progress, first decide what type of progress should be reset:

Course-Only resets course progress

Quiz-Only resets quiz progress

Leaving both options enabled will reset both course and quiz progress

Next, select who and what the reset should apply to:

Select the relevant users

Select the relevant courses

If required, select the relevant groups/teams

Before clicking “Reset Progress”, always run a Dry Run Report first. The report shows which users, groups and courses will be affected before any changes are made.

Please carefully review the Dry Run Report to confirm:

The correct users or groups are selected

The correct courses are selected

The scope of the reset is correct

Once progress has been reset, the action may not be easily reversible.

If you are unsure, test with a single user first before resetting progress for a larger group.