This article covers important tasks for managers. For example, setting up groups and managing user access.
1. Log into your SolidProfessor account. From the dashboard click on 'Admin Tools'.
2. Click 'Create New Member'.
3. On the left-hand side, click on 'All Members' listed under 'Other Tools'.
4. Fill out the member's name and email address, then click 'Create Member'.
A 'SolidProfessor New Account Notice' will be sent to the member's email. They will receive a password reset link to get them access to their account. If they have trouble receiving this email, please reach out to support@solidprofessor.com.
5. Once their account is created, they will appear on the list of members.
Please note that they are automatically created as a 'Learner'. If you'd like to change their permissions you can click on their name, 'Edit', and select another 'Role'.
If you receive a message that their email already exists in our system, please reach out to support@solidprofessor.com.
Client Admins and Managers can activate or deactivate users. When you 'Activate' a user this means they're taking up a seat and have an 'Active' status. When you 'Deactivate' a user this means they're not taking up a seat and have an 'Inactive' status.
This allows you to manage the number of seats that are occupied by users.
1. Log into your SolidProfessor Account and select 'Admin Tools' from the Dashboard (or by selecting the user settings drop down in the upper right-hand corner).
2. Next, you will select the 'All Members' option from the menu on the left-hand side of your screen.
3. Here you will select the 3-dot ellipsis on the right-hand side of the user you would like to 'activate' or 'deactivate.' For this example, we will 'deactivate' Monica Gellar:
4. Once we selected 'Deactivate Member,' Monica's account Status immediately updated from 'Active' to 'Inactive.'
Once a member is deactivated, a seat becomes available for another member of the company to occupy. However, the reactivation of a member is also very simple.
5. To reactivate Monica, click on the same 3-dot ellipsis on the right-hand side of her name, and select 'Reactivate Member'. If Monica she requires new or updated training, she can be reactivated at any time.
6. Once you 'Reactivate' a member, you will see their status has now changed back to 'Active.'
As a Manager or Client Admin for your organization's SolidProfessor account, you have the option to remove users from this account anytime you need to.
Please note: removing a user from your account is permanent and cannot be undone. It is best practice to utilize this feature in cases where the employee will not be returning (i.e. employee departure, retirement, etc.)
If you are looking to temporarily deactivate a user that may need training in the future but is not leaving the company, we recommend deactivating the user, as opposed to removing them from your account. For more information, please see our support guide on Activating and Reactivating Users.
1. To remove a user from your account, start by selecting the 'Admin Tools' option on your SolidProfessor Dashboard (or under the user settings drop down menu).
2. Next, choose 'All Members' from the menu on the left-hand side of your screen.
3. Here you will select the 3-dot ellipsis on the right-hand side of the user's name and select 'Remove from Account.'
Let's walk through this part together. For this example: We'll pretend Monica Gellar received an offer for her dream job as a chef and will be leaving the company. Since we're going to be removing Monica from our organization's account, we will locate her name on the 'All Members' list, scroll to the right, click on the 3-dot ellipsis by her name, and select 'Remove from Account.'
4. Once we select this option, we will see a pop up warning that informs us that we will not be able to re-add Monica to our organization upon removal. Since we wish to proceed, we will simply select 'Remove from Account.'
5. You can now see that we have removed Monica Gellar from our organization and she no longer appears under 'All Members' list.
Please note: This action is permanent and cannot be undone. Again, we recommend deactivating a member from your account if they will remain with the company and may require future training. You can learn more here.
1. To add a team member to a group, you'll begin by logging into your SolidProfessor Account and selecting "Admin Tools" from the Dashboard (or by selecting the user settings drop down in the upper right-hand corner).
2. Here you will see a list of all groups you have created on the left-hand side of your screen. You can select from any group listed to add a user of your choice.
3. Let's walk through this process together! The first thing we will do is click into our Sample 2: SolidWorks for Beginners Group.
3. We will then click the 'Add Existing Learner' option in the right-hand corner of our screen. Selecting this option will bring up a list of the existing learners in our company that are not currently in this group:
4. You can see from the 'Add Existing Learner to Group' pop up, that Rachel Green is the only user in our organization that is not currently in this group. We will simply press enter to add her.
5. You can now see we have successfully added Rachel Green to our Sample 2: SolidWorks for Beginners Group.
To learn how to remove users from a Group, click here.
1. To remove a user from your group, please start by logging into your SolidProfessor Account and select "Admin Tools" from the Dashboard (or by selecting the user settings drop down in the upper right-hand corner).
2. Next, you will see a list of all your groups on the left-hand side of your screen, and you can select the group that you want to remove the user(s) from.
3. For this example, we will select Sample 1: SOLIDWORKS 2021 Update Training Group and remove Joey Tribbiani.
4. When you check the box to the left of Joey Tribbian's name, you will see the grayed-out 'Remove from Group' box become a selectable option. (You can find the 'Remove from Group' box located on the bottom right-hand side of the screen).
5. After you select the 'Remove from Group' option, you will see this pop-up. You can then proceed by clicking 'OK.'
6. Once you select 'OK,' you will see that Joey Tribbiani is no longer listed as a learner in the Sample 1: SOLIDWORKS 2021 Update Training Group.
7. If you decide that you would like to add Joey Tribbiani back to this group, you can do so by selecting 'Add Existing Learner' (in the upper right-hand corner).
8. This will bring up a list of the existing learners in your company. When you click the dropdown, you will see Joey's name available to add back to the group.
9. Once you select his name, he will be added back instantly.
1. To access Practice Exercises, please go to the top right-hand corner of your screen and select 'Practice Exercises', under 'Admin resources'.
2. As you can see, a new tab opens, and you're taken to a set of folders maintained by our Content Development team that contain answers to all of the practice materials. For example, I'll click on the SOLIDWORKS folder, and you can see an alphabetical list of courses that contain either practice exercises or practice exams.
3. Next, let's click on the CSWP folder, and then select the 2020 version of the course. From here you can see each section, and when you click into one, you'll see each exercise in this section has an associated completed part file as a zip, as well as Instructor Notes or Answer Keys as a PDF.
Since the practice material on the platform only has an answer check, you can use the materials here to help your team members troubleshoot any issues they may have.
4. If you have any questions about the platform, as it does have a plethora of topics such as articles and guides that include everything in the course, I recommend going back to your dashboard and heading over to the Knowledge Base.
5. For more flexible automated support, you can also ask the SolidProfessor 'Help' widget. You can find this in the bottom right-hand corner. found anywhere platform.
6. For example, if you want information on Technical Certificates, you could type that into the Chat, and press Enter. After a moment, the bot suggests articles related to that topic, such as how to earn them, and where to find them.
7. If that doesn't give you quite what you're looking for, you're always welcome to reach out directly to the support team by clicking the 'Get in Touch' button here, and they'll assist you as soon as they can.
