Typsy Manager features explained
Tips and tricks to help you from set-up to assigning training.
By Typsy1 author56 articles
Typsy account permissionsAccount Admin? Manager? Member? Find out what you get access to on the Typsy platform.
Engagement handbookYour members are on Typsy, now it's time to get them engaged!
How do I toggle between Manager and Member view?Assign training and track team progress in the Manager profile. Complete training and keep a record of your progress in the Member profile.
How do I create a Venue/Group/Class/Department?Expanded your business or just re-shuffling members? Grouping members together is the easiest way to assign specific training.
How do I create a Team?Grouping members into a Team is the easiest way to assign them training specific to their job area.
What is the difference between a Venue/Group/Class/Department and Team?
How do I add or remove a Venue/Group/Class/Department Manager?Need someone to help assign training, create playlists, and more? Add them as a Manager from the Venues/Groups/Classes/Departments page.
Is there a way I can bulk add or remove members from venues/groups?Move one or more members across venues in five simple steps.
How do I edit the Venue/Group/Class/Department or Team associated with my Members?Reflect Member promotions and venue relocations on Typsy by updating their associated Team and Venue from the Members page under Settings.
How do I archive a Venue/Group/Class/Department?
How do I create a new Member and send them a Typsy invite?Add and invite your team members to Typsy and get them training ready from the Members page under Account.
How do I complete the Bulk Upload process?Format your upload data correctly to prevent any errors when uploading members to Typsy.
How do I bulk send or resend email invites to my Members?Uploaded multiple staff/students to Typsy and need to send them an invite? You can send a bulk invite from the Members page under Account.
How do I make someone an Account Administrator?
What are the different member statuses within Typsy?Each member within your organization may have a different status depending on how they use Typsy.
How do I invite my members via an Activation code?Members not receiving our Typsy invite email? Create an Activation code to get them setup in minutes.
Why am I getting an email address error when inviting a member to Typsy?
Can I customize the member invite email?Sending a Typsy invite to your members? Customise your invite to make it a bit more personal and engaging from the Custom invitation page.
How do I remove one or more members?Have someone leave your organization? Reflect your team changes on Typsy by removing Members from the Members page under Account.
Is there a way I can bulk add members to a certain team?Keep your teams in order by bulk adding or removing members via the 'Teams' page.
How do I assign training to my members?Pick and choose content to send out to your members to watch.
How do I archive training?Make a mistake when assigning training and need to delete the training from your members' view?
Can I edit the training I’ve assigned?Update training you've already assigned via the Assigned training report.
Can I change the name of a training item?
How do I use the assess feature in the training report?If you are doing in-person training, you can mark a skill as assessed in Typsy.
How do I create a Playlist?Learn what a Playlist is and how to curate one from the Custom playlists page under Training.
How do I edit a Playlist?Playlists can always be added to, reordered, or even shortened by removing content, even after they've been made 'active'.
How do I assign a Playlist?Curated a Playlist and need to let your team know it's ready to view? Assign a Playlist from the Assign training page under Training.
How do I archive a Playlist?Not happy with the playlist you created? Follow these steps to delete it.
How will my members be notified that I have assigned them training?When you assign training to your members we send them a few nudges to let them know.
How do I send additional reminders to my staff to complete their training?Need to give your staff a little nudge nudge to complete their training? You can send a reminder via the Assigned Training Report.
What happens if I assign my members training that they have already completed?
How do I create my own custom content videos?Creating your own video content is the easiest way to train your team in all those little things that are important to your business.
How do I upload my own custom content videos?As an Account Admin you have the option to upload your own videos to showcase content related to your workplace.
Introduction to the DashboardFind out what is included on your Dashboard and what it means.
What is the member status report?View key account metrics including license counts, member engagement and more all in the member status report.
How do I keep track of my Members' assigned training progress?Keeping track of all your members assigned training progress is easy with the in-depth Assigned Training Report under Training.
Course and lesson reportsSee what is being watched, how your members are accessing content and their course and lesson reviews.
How do I keep track of one of my Member's training progress?Keeping track of one of your members training progress has never been easier with the Typsy Member Training Report under Account.
How do I view my members' achievements?It's important to keep track of your members’ training and recognize their efforts. Here's how to view your members’ badges or certificates.
Pre-launch communicationsBefore inviting your members to Typsy, get them excited with our Pre-launch tools and tips!
How do I adjust my number of licenses?On a Typsy for Business account, you can select how many user licenses you need and adjust them as your team grows.
Our guide to setting up your Typsy for Business accountNeed some help getting started? Watch these explainer videos and get started quickly and easily!
What does invitation status mean?Find out what your members invitation status means here.
How do I filter alcohol and alcohol-related content on Typsy?Hide content that contains alcohol and alcohol-related content from your members.
How to auto depart members from your accountAllow Typsy to remove inactive members from your account.
Auto-assign training best practicesOur top tips when it comes to setting up your training to automatically assign.
What are the 'Typsy recommends playlists' and how do I use them?We've compiled a range of onboarding playlists you can assign to your members to help them get started on Typsy.
How do I edit my member's email address?Whether you typed in a wrong letter or your member's email address has changed, it's easy to update their email address.
How do I sign up for partner content?Courses consist of lessons put together by hospitality partners and suppliers, made available for free on the Typsy platform.
Is there a way I can message my members through Typsy?Send your members a message via Typsy.
How do I reactivate a departed member?Need to reactivate a member in your account that you previously departed?
How do I save or favorite content?Easily save all your favorite content using our 'Favorite' feature.
What is a course voucher?If you are on a Typsy Free for Business plan, you can purchase a course voucher for each of your members.
How do I purchase a course on Typsy Free?On a Typsy free plan, you can purchase course vouchers to access Premium content.
What happens to my vouchers when I upgrade?Upgraded to Typsy Premium with vouchers in use?