Typsy Manager features explained

Tips and tricks to help you from set-up to assigning training.

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47 articles in this collection
Written by Typsy Team
Inviting members to your account

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.
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Written by Typsy Team
Updated over a week ago

How do I complete the Bulk Upload process?

Format your upload data correctly to prevent any errors when uploading members to Typsy.
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Updated over a week ago

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.
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Written by Typsy Team
Updated over a week ago

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.
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Updated over a week ago

Why am I getting an email address error when inviting a member to Typsy?

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Updated over a week ago

Engagement handbook

Your members are on Typsy, now it's time to get them engaged!
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Written by Typsy Team
Updated over a week ago

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.
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Written by Typsy Team
Updated over a week ago

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.
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Written by Typsy Team
Updated over a week ago
Creating and assigning training

How do I assign training to my members?

Pick and choose content to send out to your members to watch. 
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Written by Typsy Team
Updated over a week ago

How do I archive training?

Make a mistake when assigning training and need to delete the training from your members' view?
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Updated over a week ago

Can I edit the training I’ve assigned?

Update training you've already assigned via the Assigned training report.
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Updated over a week ago

Can I change the name of a training item?

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Updated over a week ago

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.
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Written by Typsy Team
Updated over a week ago

How do I create a Playlist?

Learn what a Playlist is and how to curate one from the Custom playlists page under Training.
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Written by Typsy Team
Updated over a week ago

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'.
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Written by Typsy Team
Updated over a week ago

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.
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Written by Typsy Team
Updated over a week ago

How do I archive a Playlist?

Not happy with the playlist you created? Follow these steps to delete it.
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Written by Typsy Team
Updated over a week ago

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.
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Written by Typsy Team
Updated over a week ago

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.
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Written by Typsy Team
Updated over a week ago

What happens if I assign my members training that they have already completed?

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Written by Typsy Team
Updated over a week ago
Common questions from Managers

Auto-assign training best practices

Our top tips when it comes to setting up your training to automatically assign.
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Written by Typsy Team
Updated over a week ago

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.
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Written by Typsy Team
Updated over a week ago

What does invitation status mean?

Find out what your members invitation status means here.
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Written by Typsy Team
Updated over a week ago

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.
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Written by Typsy Team
Updated over a week ago

Is there a way I can message my members through Typsy?

Send your members a message via Typsy.
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Written by Typsy Team
Updated over a week ago

How do I save or favorite content?

Easily save all your favorite content using our 'Favorite' feature.
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Written by Typsy Team
Updated over a week ago

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.
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Written by Typsy Team
Updated over a week ago

How do I purchase a course on Typsy Free?

On a Typsy for Business free plan, you can purchase course vouchers to access Premium content.
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Written by Typsy Team
Updated over a week ago

What happens to my vouchers when I upgrade?

Upgraded to Typsy Premium with vouchers in use?
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Written by Typsy Team
Updated over a week ago

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.
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Written by Typsy Team
Updated over a week ago