Organization Admin Manual

As an organization admin you manage seats, invite members into cohorts, assign learning, brand certificates, run approved courses under your institution's own brand, and view progress and completion reports for your people.

From Organization settings add your legal name, display name, country, time zone, and default language. Upload a logo — it will appear on member certificates if you enable co-branding.

Seats are the number of active members your subscription allows. When a member is deactivated their seat is freed. Invoices and payment methods live under Billing.

Send invites by email from Members. Invitations expire after 14 days and can be resent. Members appear as pending until they accept.

Create a cohort, choose a start date, and add members. Cohort members see the same live sessions and can participate in shared discussions.

From the course or path page choose Assign. Pick individuals, cohorts, or the whole organization, and set an optional due date.

Download the CSV template from Members → Bulk import. Fill in email, first name, last name, cohort (optional) and assigned course (optional), then upload. The system validates the file and shows any errors before importing.

Dashboards filter by cohort, course, and date range. Drill down to any member to see their per-lesson progress.

Choose a report, apply filters, and export. Scheduled reports can be emailed to selected admins weekly or monthly.

Under Branding upload your logo and an authorized signature image. These are applied automatically to certificates issued to your members.

SSO is available on enterprise plans. Supported protocols include SAML 2.0 and OIDC. Contact support to configure it — you will need your identity provider metadata.

Enterprise organizations can point a subdomain (for example learn.yourcompany.com) at the platform. Schools and institutions can also run selected LRA courses in a white-label view that shows the school's name, logo, and accent color instead of LRA branding. Support provides DNS or launch instructions once the licence is approved.

Approved schools and institutions can receive a white-label course licence. Students open a branded course player that shows the institution name, logo, and accent color, with no public LRA site navigation in the learning view.

The same licence can be added to a learning management system or a website in two ways: issue one permanent link per student, or use the signed launch address for systems that can create signed links. Student sessions, lesson views, minutes, and completions are recorded behind the scenes so usage can be reconciled with the account.

In Branded courses, open Student links to create links in bulk. Links are shown once when issued, can be copied or downloaded as a spreadsheet, and can be withdrawn or restored later. Use the embed instructions to place the course launch on a school website or LMS page.

For advanced integrations, the signed-link tab gives the launch address and licence code. Rotate the launch key if it may have been exposed.

If your organization uses Document Vault, Vault Submit can collect documents through a temporary upload link before they are moved into the Organization vault. Use it for onboarding packs, compliance evidence, student forms, vendor records, audit materials, or client intake.

Each request can include the sender name, office, title, phone, reply email, supporting attachments, purpose notes, an "Other" purpose box, and a checklist of required items. Multi-party requests name the principal receiver who must upload; observers are notified but cannot complete the submission for that person.

Standard accounts can keep up to 10 live requests. Finished, stopped, or expired requests can be printed and archived so your team keeps the record after temporary files expire.

The Legal Compliance Audit is Canada-first and supports charities, non-profits, and corporations. Teams can start with the free self-assessment, then choose Quick Review, Detailed Audit, or Audit + Consult when a written PDF report or a 30-minute session is needed.

Keep the report with board materials, insurance records, regulator correspondence, and remediation evidence in the Organization vault so the next leader can see what was done.

Your plan defines a base library. You can add entitlements for additional courses or restrict a cohort to a subset of the library.

Draft an announcement, target it to individuals, cohorts, or the whole organization, and schedule delivery. Members see it on their dashboard the next time they visit.

Roles are additive: an admin can also learn. Managers can view progress for their assigned cohorts but cannot change billing.

Full member and progress exports are available on request under Data. Data is retained while your subscription is active and for a defined period afterwards; see the privacy policy for details.

Require two-factor authentication for all admins, use SSO if available, review your admin list quarterly, and rotate any shared invite links. For Document Vault users, encourage a separate vault PIN, trusted-device review, and regular checks of document access logs.

• Invites not received: check spam folders, then resend from the members page.
• Seat count wrong: deactivated members do not count; refresh the page.
• Reports blank: confirm the date filter, cohort selection, and whether you are viewing ordinary seats or white-label licence usage.