Typsy Manager features explained
Tips and tricks to help you from set-up to assigning training.
By Typsy1 author57 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.
ReviewLearn AI
Turning your guest feedback into actionable insights and training recommendations.
- How do I create a Department/Group/Class/Venue?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 Department/Group/Class/Venue and Team?
- How do I add or remove a Department/Group/Class/Venue Manager?Need someone to help assign training, create playlists, and more? Add them as a Manager from the Departments page.
- Is there a way I can bulk add or remove members from departments/venues/groups?Move one or more members across venues in five simple steps.
- How do I edit the Department/Group/Class/Venue or Team associated with my Members?Reflect Member promotions and department relocations on Typsy by updating their associated Team and Department.
- How do I archive a Department/Group/Class/Venue?
- 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?As an Account Admin you have the option to upload your own content to showcase content related to your workplace.
- How do I add a quiz to my custom uploads?Need a quiz to accompany your custom upload? Our Customer Success team can set it up for you!
- 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-deactivate 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 deactivated member?Need to reactivate a member in your account that you previously deactivated?
- How do I save or favorite content?Easily save all your favorite content using our 'Favorite' feature.