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776 TopicsReach 360: Understanding User Permissions and Roles
Reach 360 users can have one of four non-owner roles, starting with the lowest levels of permission and access (learners) and increasing from there (reporters, managers, and admins). Each Reach 360 account also has an owner—this is the same as your Articulate 360 Teams owner. (Looking for information on how to add users to your Reach 360 account? Check out Reach 360: Manage Users.) Discover what learners, reporters, admins, and owners can do and access below: Learners can take training. They only see the Learn tab. Reporters can take training and access automatically generated metrics, either for groups as assigned or your entire account. They have access to the Learn and Analyze tabs. Managers can take training. For their assigned group, they can invite learners, remove group members, assign training, and view reports. They have access to the Learn and Analyze tabs, as well as some sections of the Manage tab. Reach 360 admins can do almost everything. They have access to the Learn, Manage, and Analyze tabs. Articulate 360 Team admins are not Reach 360 admins by default. The owner is the person who purchased your Articulate 360 subscription. In addition to having admin rights, they can change your Reach 360 URL and enable SSO for learners. To change the owner, please contact support. Here are the tasks that can be performed in a Reach 360 account and who has permission to do them. Task Admin Manager Reporter Learner Enroll self in and take assigned training x x x x Modify your own user profile (if not managed by SSO) x x x x Publish and delete training (including learning paths), control library visibility, x Publish directly from Rise 360 x Create and manage custom certificates x View all reports x View reports as assigned x x Invite learners (including bulk import via CSV) x x Delete learners x Create, rename, and delete groups (including via CSV) x Add and remove group members (as assigned for Managers) x x Create, rename, and delete topics x Generate API keys x Create new libraries x Enable/disable self-registration x Owner Only Change your team's subdomain Change your team’s URL to a custom domain Enable SSO for learners1.4KViews0likes0CommentsStoryline 360: Using Team Slides for Collaboration
Make collaboration easy for your team. Create a library of shared team slides that everyone can access right from Storyline 360. Upload branded project templates, share slides that need to be in every course, and give teammates access to reusable slide content. In this user guide, you’ll learn how to share and manage team slides and insert theminto Storyline courses. Team slides are exclusively available to Articulate 360 Teams. Not a teams subscriber? Contact an Articulate 360sales representative to learn more. Note: Team slides aren’t meant for storing all your Storyline projects. Explore our cloud backup feature to safely back up your courses. Sharing Slides with Your Team Understanding Team Slides Permissions Managing Team Slides Browsing Team Slides and Inserting Them into Courses Sharing Slides with Your Team Here’s how to share slides with your team and update them as needed. Open a Storyline project and choose the slides you want to share or update. If you’re sharing the entire project file, you don’t need to select anything. To share a scene, select it in Story View or open it in Slide View. To share specific slides, Ctrl+click or Shift+click the ones you want to share. Go to the Slides tab on the Storyline ribbon, click the Team Slides drop-down arrow, and choose one of these options: Share Project Share This Scene Share Selected Slide(s) When the Add Team Slides dialog appears, choose to Create a new project or Replace an existing project. You can only replace slides that you shared. You can’t replace slides shared by other team members. Learn more about permissions. When you create a new project, you can upload it to a specific folder. Just select one from the Folder list. If you want to create a new folder that’s not in the list, type a name in the Folder field. If you don’t select a folder, your project will appear in the All Projectscontainer in the team slides browser, and you can move it to a folderlater. When you replace an existing project, you can’t select a folder. The project simply remains in its current folder. Click Add to complete the process. Managing Team Slides Use the team slides browser to manage your shared slides, including organizing projects in folders, renaming and deleting projects and folders, and restoring deleted projects. To open the team slides browser, go to the Slides tab on the Storyline ribbon and click the top half of the Team Slides button. Seethe following table for details on managing team slides. Creating Folders: Click the folder icon in the lower left corner of the Team Slides browser, then enter a name for the new folder. The folder list will automatically refresh to insert your new folder in the correct alphabetical order. Organizing Projects in Folders: Use the View drop-down list at the top of the window to switch to Projects view, then simply drag and drop projects onto folders. You can’t move individual slides from a project to different folders. The entire project will moveall at once. Renaming Folders: There are two ways to rename a folder: Right-click the folder and choose Rename. Hover over the folder, click the vertical dots that appear, and choose Rename. Then type a new name and press Enter on your keyboard. Deleting Folders: You can delete a folder if it’s empty or if you created all the projects in it. (If you need to delete a folder that contains other team members’ projects, move the projects to another location, then delete the folder.) There are three ways to delete a folder: Select the folder and press Delete on your keyboard. Right-click the folder and choose Delete. Hover over the folder, click the vertical dots that appear, and choose Delete. When you delete a folder, all the projects in it get moved to the Deleted Items container at the bottom of the folders list. Renaming Projects: Use the View drop-down list at the top of the window to switch to Projects view, then do either of the following: Right-click the project and choose Rename. Hover over the project, click the vertical dots that appear, and choose Rename. Then type a new name and press Enter on your keyboard. Deleting Projects: You can only delete projects you created. (If you're an admin with a user seat, you can delete any project.) Use the View drop-down list at the top of the window to switch to Projects view, then do any of the following: Select the project and press Delete on your keyboard. Drag and drop the project onto the Deleted Items container. Right-click the project and choose Delete. Hover over the project, click the vertical dots that appear, and choose Delete. When you delete a project, it moves to the Deleted Items container at the bottom of the folders list. To delete a project from Deleted Items, do any of the following: Select the project and press Delete on your keyboard. Right-click the project and choose Permanently delete. Hover over the project, click the vertical dots that appear, and choose Permanently delete. To permanently delete all your projects from Deleted Items at the same time, right-click the container and choose Empty. (You only have access to your deleted projects, so emptying the container won’t delete other team members’ projects.) Restoring Deleted Projects: You can only restore your own deleted projects. (If you're an admin with a user seat, you can restore any project.) Click Deleted Items at the bottom of the folders list, then do any of the following: Drag and drop a deleted project onto a folder. Right-click a project and choose Restore to <folder name>. Hover over a project, click the vertical dots that appear, and choose Restore to <folder name>. Understanding Team Slides Permissions All team members can do some tasks while only the original content owner can do others. And adminswho have been assigned to a user seat can manage projects for the whole team. Here’s the breakdown of tasks and permissions. Task All Users Content Owners Admins Share slides with the team x x x Create folders in the team slides browser x x x Move projects to different folders x x x Rename folders and projects x x x Delete empty folders x x x Delete a folder that contains only projects you created x x Delete any folder x Replace a project that you created with updated slides x x Delete a project that you created x x Delete any project x Restore a project that you deleted x x Restore any project x Pro Tip: When users are removed from the team, their shared slides remain available for the team to browse, download, rename, and organize in folders. Admins with a user seat can also delete and restore them as needed. Browsing Team Slides and Inserting Them into Courses Opening the Team Slides Browser: To start a brand new Storyline project from the team slides browser, just launch Storyline and click Team Slides on the start screen. Your new project will inherit the content, slide size, and player settings from the team slides you choose (see below). To import team slides into an existing Storyline project, go to the Slides tab on the ribbon, and click the top half of the Team Slides button to launch the team slides browser. Browsing Team Slides: Use the following image and numbered list to learn about each feature of the team slides browser. Click the image above to see a larger version. # Feature Description 1 Search Field Quickly find projects and slides by entering a title or author in the search field. The results will automatically refresh as you type. 2 View Selector Switch between project view and slide view. Project view is the default. It displays a thumbnail image of the first slide in each project along with the title and number of slides included. Slide view is split into sections. Each section represents a project, and a thumbnail image for each slide in the project is displayed. If you only need to insert some of the slides from a project, switch to slide view so you can select just the ones you need. Tip: When you create a new course by clicking Team Slides on the Storyline start screen, you won’t see the View selector. You can only browse team slides in project view. 3 Sort Order Change the sort order of projects. The default order shows the newest projects first, the oldest last. You can switch to alphabetical order or show the projects you most recently used. 4 Folders Organize projects in folders. The left side of the browser lists (in alphabetical order) all the folders your team has created. At the beginning of your subscription, your team won’t have any folders. You’ll just see containers for All Projects and Deleted Items. But all team members can add folders by clicking the folder icon in the lower left corner. See aboveto learn all about managing folders and projects for your team. 5 Projects and Slides Browse your team’s projects and slides. Thumbnail images represent projects or slides, depending on the current view. Zoom the thumbnails in and out using the zoom slider in the lower left corner or by holding down Ctrl on your keyboard as you scroll your mouse wheel. 6 Details Pane Find details for the selected project or slide on the right side of the browser. In project view, you’ll see the project title, its author, when it was last updated, the number of slides it has, and its slide dimensions. If you’re in the All Projects list, the details pane will also display the folder in which the project is located (if applicable), and you can click the folder name to jump directly to that folder. In slide view, you’ll see the slide title, its author, when it was last updated, and its dimensions. 7 Insert Slides Button Insert the selected project or slides into your Storyline course by clicking the Insert Slides button in the lower right corner. Inserting Team Slides into a Storyline Course: When you find the team slides you want to use in your Storyline course, select them and click the Insert Slides button in the lower right corner of the browser. In project view, you can only select one project at a time, but all the slides in the project get inserted into your course. In slide view, you can select as many slides as you want. Just hold down the Ctrl key or Shift key as you click slide thumbnails.1.2KViews0likes0CommentsReview 360: Share Items with Team Folders
Create shared team folders in Review 360 to organize your content and assign permissions. Allow multiple authors to publish new versions of the content you shared in these folders for better collaboration. Share Folders and Items Understand Tasks and Permissions Publish Collaboratively Get Answers to FAQs Share Folders and Items Move Review 360 items to the Team directory to share them with everyone on the team and let them publish new versions. Share them in folders to stay organized and customize the share settings. There are two ways to move folders and items. Hover over a single folder in the sidebar or an item card in the main window and click the More (•••) icon, then select the Move option. Move multiple items and folders by clicking the checkboxes that appear when you hover over them in the main window, then clicking the Move icon on the dynamic action toolbar at the top. Then, you have three where you can move your selected items and folders, each with slightly different steps. Team Root Directory Select Team from the tree directory and click Move. If you're moving a folder, click Set share settings. Add the Everyone group or choose specific team members in the folder share settings, then click Save. Note: Everyone on the team has editor permission for items in the team root directory. See the Understand Tasks and Permissions section below for more details. Existing Folder Select a folder in Team, then click Move. If you're moving a folder, Review 360 adds the share settings of the parent folder to the folder you moved. Learn more about permissions. New Folder Select a location in the Team section and click the Create new folder icon in the lower-left corner. Give your new folder a name, add/remove team members, and click Save. Note: Moving items to different folders or directories does not change their share link. Unshare a Folder or Item Unshare a folder or item by moving it anywhere in your Private directory. Use either of the two ways to move folders and items discussed above, then select a location in the Private section. Only owners can move folders and items they've shared. If you unshare a folder that contains folders or items owned by others, those folders and items are also unshared and moved to their Private directories. Delete a Shared Folder or Item Select folders and items as mentioned above, click the More (•••) icon, and select Delete. Only owners can delete their shared folder or item and move them to their Deleted Items folder. If you delete a folder that contains folders or items owned by others, those folders and items are also moved to their Deleted Items folders. Tip: Folders and items can only be deleted one at a time. Need to delete several items and folders? Move them to a new folder in bulk and then delete the folder. Restore a Shared Folder or Item From the Deleted Items, select the folder or item, and choose Remove from trash. Restoring shared folders or items moves them back to their original location. If the location or folder no longer exists, you'll find them in your Private directory. Understand Tasks and Permissions Everyone on the team has editor permissions to all Review 360 items in the root Team directory. Control who sees your shared items by moving them to team folders and customizing the folder share settings, as described below. Hover over the folder in the sidebar or the folder breadcrumb on top, click the More (•••) icon that appears, and choose Folder share settings. Or select the checkbox in the upper-left corner of the folder, then click the share icon on the dynamic action toolbar on top. In the pop-up that displays, search for specific team members by name or email and click their names to add them as editors. Or add the "Everyone" group to give all seatholders access to the folder. To remove access, hover over selected members and click the trash icon. Permissions can be either explicit or inherited. Explicit permission is manually adding the user or group through the folder share settings. It doesn't change even when you move the folder. Inherited permission is when the folder automatically adds the share settings from the parent folder. If the folder is moved to another location, its inherited permissions are replaced with the new parent folder's share settings. To convert inherited permissions to explicit, remove the permissions and manually add them back. Updating folder share settings applies the change to all subfolders under it. Currently, this also affects folders owned by other members. The permission on the updated folder is explicit, while the permissions on the subfolders are inherited. There are two roles in the folder share settings: owner and editor. See the table below to compare owner and editor permissions: Folders Tasks Owner Editor View the shared folder x x View shared folder permissions x x Create a subfolder in the shared folder x x Add a new item in the shared folder x x Rename the shared folder x x Change shared folder permissions x Move the shared folder x Delete the shared folder x Items Tasks Owner Editor View items x x Download videos x x Publish new versions of an item x x Insert items as Storyline blocks in Rise 360 x x Hide and unhide versions of items x x Download Storyline 360 project backups x x Disable and re-enable comments x x Export videos to an LMS x x Modify share settings x x Copy the shareable link x x Allow users without Articulate IDs to comment x x Set a password to view the item x x Rename item titles x x Duplicate items x x Move items x Delete items x Restore versions x Delete comments x Publish Collaboratively Allow multiple authors to publish new versions of Review 360 items you shared using any Articulate 360 authoring app. Here's how: Publish your content to Review 360. Items are stored in the Private root directory when you first publish directly from authoring apps. Move it to any folder in the Team directory, including the root folder. Make sure co-authors have editor access to the folder. When co-authors choose to publish a new version of an existing item to Review 360 using the same authoring app, they'll see the item you shared on the list. For Storyline 360 items, editors also have the option to upload a new version, as shown below. Learn more about other editor tasks in the Understand Tasks and Permissions section above. To see who made changes to the shared item, click the Version drop-down list in the upper left corner of the screen to switch between versions. Editors can hide or unhide versions, but only owners can restore a version. Get Answers to FAQs Can I transfer ownership of folders and items? No, but editors can duplicate Review 360 items, and they'll own the copies. However, these won't include comments. You can also transfer ownership when removing the owner from the team subscription and selecting a new team member as the owner. As a folder editor, I can publish new versions of Rise 360 content in team folders, even if I'm not a course/microlearning manager in Rise 360. Is this expected? Yes, any seatholder in the same subscription with editor access to the Rise 360 item in Review 360 can publish a new version. This may include content on which you aren't assigned a collaborator role. Assigned collaborator roles in Rise 360 control who can publish the course or microlearning to Review 360. Assigned folder permissions in Review 360 team folders control who can publish new versions of the items in the folder. Note: When publishing a new version from Rise 360, you can select any content to which you have editor permissions in Review 360. Let us know how this works for your organization. What happens to shared content when the owner is removed from the team? When you remove someone from your team, you must transfer all their shared content to another member to complete the process. To keep the user's unshared content with their Articulate ID account, uncheck the Include personal content box. This is handy when the user is a contractor or freelancer who used their personal Articulate ID to join your team and has personal content connected to it. See this article for more information about managing content when users leave your team. If you're leaving the team, move all the content you want to keep to your Private directory first, then ask your admin to uncheck the Include personal content box when removing your access. More details on how long we'll keep your data here. Can I give non-seatholder admins access to team folders? Only seatholders in the same subscription can access team folders. Will I be notified when someone updates the items I shared? No, we don't send any notifications for team folders at this time. What should I do when I plan to merge subscriptions? We'll help you combine multiple Articulate 360 subscriptions to ensure shared content is transferred to the new subscription. Learn more about merging subscriptions. What happens when the subscription expires and I want to reactivate it? Shared content, such as Review 360 items in team folders, stays with the subscription. If you think you might renew your subscription later and want to keep your shared items, move them to your private directory before your subscription expires. Your online data remains intact if you renew your subscription with the same Articulate ID within six months. You'll have access to all your personal content items. Let us know if you need help retrieving shared content.810Views0likes0CommentsStoryline 360: Working with Hyperlinks
Hyperlinks are a great way to add interactivity to your courses. They let learners jump directly to the content they need. Hyperlinking to a Web Page Hyperlinking to a File Hyperlinking to Another Part of the Course Hyperlinking to an Email Address Changing the Color of Hyperlinked Text Editing a Hyperlink Previewing Courses with Hyperlinks Making Hyperlinks Accessible Hyperlinking to a Web Page To add a hyperlink that opens a web page, select the item you want to be clickable, then do any of the following: Press Ctrl+K. Go to the Insert tab on the Storyline ribbon and click Hyperlink. If you’re adding a hyperlink to text, you can also right-click the text and choose Hyperlink. When the Trigger Wizard appears, set the following properties for your hyperlink and click OK. Action Select Open URL/file. File or URL Enter the full URL of the destination web page. If you want to make sure your link works properly, hover over the URL you entered and click the check mark icon. It'll launch the URL in your default browser. Browser Options Hover over the URL you entered and click thegear icon to customize the browser options for the window that’ll launch your hyperlinked content, including window location, browser controls, and window size. Click Save when you’re finished making selections. When Select the event that’ll activate your hyperlink, such as User clicks. Text For text hyperlinks, this field will already be populated with the text you selected, but you can change the text here if you'd like. For hyperlinks on other items (pictures, shapes, characters, etc.), this field won’t be displayed. Object This field won't be displayed for text hyperlinks. If you're adding a hyperlink to an object (picture, shape, character, etc.), that object will already be selected, but you can choose a different one if necessary. Hyperlinking to a File The best option for hyperlinking to a file is to upload the file to a web server, then link to its URL using the method above. Another option is to embed the file in your published output. Select the item you want to be clickable, then do any of the following: Press Ctrl+K. Go to the Insert tab on the Storyline ribbon and click Hyperlink. If you’re adding a hyperlink to text, you can also right-click the text and choose Hyperlink. When the Trigger Wizard appears, set the following properties for your hyperlink and click OK. Action Select Open URL/File. File or URL Click the ellipsis (...) button, browse to the file you want to attach, and click Open. Whenyou link to a file in this manner,you can hover over the file path and click the check mark iconto open the folder where your file is located. Browser Options Hover over the file path and click the gear icon to customize the browser options for the window that’ll launch your hyperlinked content, including window location, browser controls, and window size. Click Save when you’re finished making selections. When Select the event that’ll activate your hyperlink, such as User clicks. Text For text hyperlinks, this field will already be populated with the text you selected, but you can change the text here if you'd like. For hyperlinks on other items (pictures, shapes, characters, etc.), this field won’t be displayed. Object This field won't be displayed for text hyperlinks. If you're adding a hyperlink to an object (picture, shape, character, etc.), that object will already be selected, but you can choose a different one if necessary. Tips for working with file hyperlinks: Storyline will place a copy of each hyperlinked file in your published output. All hyperlinked files for a course will be stored in the published folder called story_content/external files . Depending on the type of file you’re attaching and learners' security settings, the file may simply open when clicked, or learners may be prompted to save it first. To attach files to a course and make them accessible on all slides, attach them as player resources instead. Hyperlinking to Another Part of the Course To link to another scene, slide, or layer in the same course, select the item you want to make clickable, then do any of the following: Press Ctrl+K. Go to the Insert tab on the ribbon and click Hyperlink. If you're adding a hyperlink to text, you can also right-click the text and choose Hyperlink. When the Trigger Wizard appears, set the following properties for your hyperlink and click OK. Action Choose one of these actions: Jump to scene: Use this action to link to another scene in your course. Jump to slide: Use this action to link to another slide in your course. Show layer: Use this action to open a layer on the same slide. Lightbox slide: Use this action to open a slide in a lightbox while the rest of your course dims behind it. Scene/Slide/Layer Choose the scene, slide, or layer to which you want to hyperlink. When Select the event that’ll activate your hyperlink, such as User clicks. Text For text hyperlinks, this field will already be populated with the text you selected, but you can change the text here if you'd like. For hyperlinks on other items (pictures, shapes, characters, etc.), this field won’t be displayed. Object This field won't be displayed for text hyperlinks. If you're adding a hyperlink to an object (picture, shape, character, etc.), that object will already be selected, but you can choose a different one if necessary. Hyperlinking to an Email Address To add a hyperlink that opens a new mail message to a specific email address, select the item you want to be clickable, then do any of the following: Press Ctrl+K. Go to the Insert tab on the Storyline ribbon and click Hyperlink. If you’re adding a hyperlink to text, you can also right-click the text and choose Hyperlink. When the Trigger Wizard appears, set the following properties for your hyperlink and click OK. Action Select Send email. Email Type the recipient’s email address. (See below for optional parameters.) When Select the event that’ll activate your hyperlink, such as User clicks. Text For text hyperlinks, this field will already be populated with the text you selected, but you can change the text here if you'd like. For hyperlinks on other items (pictures, shapes, characters, etc.), this field won’t be displayed. Object This field won't be displayed for text hyperlinks. If you're adding a hyperlink to an object (picture, shape, character, etc.), that object will already be selected, but you can choose a different one if necessary. Optional parameters for email links: Email links can include additional parameters, such as: Multiple Email Addresses Separate multiple email addresses with commas (but no spaces). Subject Line To add a subject line, type ?subject= immediately after the email address followed by the text of the subject line. Don’t use spaces. Replace spaces with %20. Body Text To add default text to the body of the email, type &body= immediately after the subject line followed by the body text you want to use. Don’t use spaces or line breaks. Replace spaces with %20 and line breaks with %0D%0A. Here's an example of an email link with a subject line and some default body text: Changing the Color of Hyperlinked Text By default, when you add a hyperlink to text, the text color changes and an underline appears. The hyperlink color comes from your theme colors. Here's how to change it: In Slide View, go to the Design tab on the Storyline ribbon and click Colors. The theme colors you're currently using will be marked by a thin orange outline. If you're using a custom theme, right-click it and choose Edit. If you're using a built-In theme, choose Create New Theme Colors (since built-in colors can't be edited). When the color editor opens, change the Hyperlink color to the color of your choice. To learn more about editing theme colors, see this user guide. Click Save to close the color editor. (If you're creating new theme colors, enter a name for the new theme when prompted.) Customizing Hyperlink States Want to customize the hover, active, and visited states for your hyperlinks with different colors and decorations? As of November 17, 2020, you can do just that! Learn more about formatting hyperlink states. Editing a Hyperlink To edit a hyperlink that you applied to text, place your cursor somewhere in the hyperlinked text, then do any of the following: Press Ctrl+K. Double-click the trigger in the Triggers panel. Go to the Insert tab on the Storyline ribbon and click Hyperlink. Right-click and select Edit Hyperlink. To edit a hyperlink that you applied to anything other than text, select the object and do either of the following: Press Ctrl+K. Double-click the trigger in the Triggers panel. Go to the Insert tab on the Storyline ribbon and click Hyperlink. When the Trigger Wizard appears, modify any of the settings and click OK. Previewing Courses with Hyperlinks When you preview a course, you may find that hyperlinks don't work as expected. To properly test hyperlinks, you'll need to publish your course. Making Hyperlinks Accessible With a few design tweaks, you can ensure that all learners can easily navigate hyperlinks. Here are some ways to boost hyperlink accessibility: Use descriptive links. Learners should be able to understand a link’s purpose without reading the surrounding content. Communicate the purpose of a hyperlink and its destination directly in the linked text. Instead of vague phrases like "Click here" or “Read more”, be specific with something like "Read our policy statement." (2.4.4 Link Purpose [In Context]) Ensure keyboard navigation. Hyperlinks should be easily accessible and operable in a logical order when using the keyboard. In Storyline 360, text publishes with the proper semantic formatting for links and other elements so all learners can explore content effortlessly. (2.1.1 Keyboard) Choose visible focus indicator colors. Keyboard users need to be able to see selected objects easily. A clear focus indicator helps learners navigating with a keyboard know where they are on the page. In Storyline 360, you can customize the accessible focus indicator with two colors. Using the two-color focus indicator with sufficient color contrast helps learners see the focus rectangle on dark and light backgrounds. (2.4.7 Focus Visible and 1.4.3 Contrast [Minimum]) Add alternative (alt) text for image hyperlinks. When an image is the only content of a hyperlink, use alt text to describe its purpose. For example, tell learners that clicking the magnifying glass icon activates the search function or that selecting the print icon opens the browser’s Print window. (1.1.1 Non-text Content and 3.2.4 Consistent Identification) Indicate if a hyperlink opens in a new browser tab or window. In the linked text, let learners know if the content will open in a new browser tab or window so they’re not disoriented. (3.2.1 On Focus) Don’t depend on color alone. Your hyperlinks should have sufficient color contrast, underlined linked text, and clear instructions for images with links so learners know they are interactive. (1.4.1 Use of Color and 1.4.3 Contrast [Minimum]) Avoid redundant links. A hyperlink is redundant if it’s next to another hyperlink that goes to the same destination. That results in unnecessary announcements for screen reader users and repetitive navigation for keyboard users. Combining redundant links into one hyperlink creates a smoother navigation experience for all learners. You Might Also Want to Explore: Working with Triggers609Views0likes0CommentsRise 360 User Guide
New to Rise 360? See Getting Started with Rise 360 Rise 360: Use Your Dashboard to Manage Content Rise 360: How to Organize Content Creating Content with Articulate AI Rise 360: Get Started with AI Assistant Rise 360: Create Content with AI Assistant Using Content Templates Rise 360: Create New Training with Content Templates Rise 360: Use Next Big Idea Club Content Templates Rise 360: Use Real Content Templates Rise 360: Use Real Content Lesson Templates Rise 360: Use Placeholder Content Templates Rise 360: Use Microlearning Content Templates Creating Content From Scratch Rise 360: Create a New Course Rise 360: Outline a Course with Section Headers and Lesson Titles Rise 360: Create New Microlearning Rise 360: Choose Lesson and Block Types Rise 360: Enhanced Block Settings Rise 360: Add Text and Media Rise 360: How to Use Snapshots Working with Question Banks Rise 360: Create and Manage Question Banks Rise 360: Use Question Banks to Create Knowledge Checks and Quizzes Customizing Content Rise 360: Apply Themes Rise 360: Personalize the Theme Rise 360: Control Course Navigation Rise 360: How to Share Themes Rise 360: Translate Your Content Rise 360: Edit Text Labels Collaborating on Content Rise 360: Work on Content with Other Team Members Rise 360: Share Content with Team Folders Rise 360: Publish Content to Review 360 Rise 360: Manage Integrated Comments Previewing and Sharing Content Rise 360: Preview Content Rise 360: Share Content with Learners4.2KViews0likes0CommentsReach 360: Publish Training
To add training to your account library, it must be published. Once it's live, you can enroll learners and groups or learners can discover it for themselves. Keep reading to see how to get training into the hands of your learners. Publish New Training Publish Updates to Existing Training Note: Reach 360 Admins can directly publish training from Rise 360 if they're also an Articulate 360 seatholder on their team. Publish New Training On the Courses section of the Manage tab, newly submitted content is listed at the top of the training list with an Unpublished button. Unpublished items are always listed before content with submitted changes. Note: Reach 360 content creators can select an admin to notify by email when submitting Rise 360 training. Storyline 360 training submissions automatically send a notification email to all admins. Click the item in the list and click the Publish Course button. The author may have modified these values already, but you can change them here before publishing. Above the title, click Preview Course to open the submitted training in a new tab. This doesn't count as an active learner event. For Rise 360 courses, set training completion parameters. Learners can complete the training by viewing a specified percentage, passing a selected quiz lesson in the training, or both. You can also choose to publish the training without a completion requirement. Note: If the author lowers the passing score of a quiz after the training is published, learners will have to take the quiz again in the republished training to gain the benefit of the lowered score, even if their prior score would be a success with the new parameters. The training duration value is how long it takes the average learner to complete the training. The default value is 30 minutes and can be overwritten. Select the Completion Celebration option to display an animated celebration for learners when they meet the completion parameters. You can also provide learners with a downloadable completion certificate. Note: If a user takes training as part of a learning path that has a completion certificate, they'll only be able to download one certificate for that learning path, not the individual certificates of its composite items. Set how long a learner has to complete the training after they've enrolled. You can set a specific date, no due date, or a custom timeframe of your choosing. When selecting an interval of a set number of days, the time period begins when the learner is enrolled in the training. If you’d like learners to be able to find this training in your account library, set Library Visibility to On. If set to Off, only those learners enrolled in the training will be able to take it. Also, we recommended turning off library visibility if the training is part of a learning path. Once library visibility is enabled, you can select the library where users can find it. Click the Choose Topic button, then select as many topics as apply from the pop-up menu. Use the search bar to filter the topic list. Click the X once you’re finished. Remove an already-added topic by clicking its X icon. Click Publish to complete the publishing process and return to the training details. Publish Updates to Existing Training When an author submits changes to training, it moves to the top of the training list under any unpublished training and displays a New Changes button. Click the training to access the training details. Click the Publish Updates button to open the Publish Course window. Review the publish settings as detailed in the previous section, making any changes as necessary. Note: When you republish an existing training where each lesson has been updated, the manually modified training duration value will be overwritten. Click Publish. Learners aren't notified when training is updated, you'll have to let them know there are changes. They'll see your updated content if they're currently taking or retake the training. If they've already completed the previous version of the training, their progress isn't reset. Pro Tip: Want to remove access to training, make it invisible to learners, or remove it from your library entirely? Click here for more information.503Views0likes0CommentsRise 360: Share Content with Learners
There’s more than one way to share Rise 360 content. You can submit it for publishing in Reach 360, export it for LMS distribution, host it on your own web server, or download it as a PDF file. Here’s how. Publish to Reach 360 Publish an LMS Package Publish a PDF File Publish Web-Only Output Publish to Reach 360 If your Articulate 360 team uses Reach 360, you can submit training directly from Rise 360 for an admin to review and publish. If you're aReach 360 admin, you can publish directly to Reach 360. Non-Admin Reach 360 Roles Open the content from your Rise 360 dashboard, click Publish in the upper right corner of the screen, and select Reach 360. The Submit to Reach 360 window displays (if the training was previously published, you'll see the date of the last publication). Set completion parameters. Learners can complete the training by viewing a specified percentage, passing a selected quiz lesson (in courses only, microlearning doesn't support quizzes), or both. You can also chooseNo Requirement. Note: If you lower the passing score of a quiz after the course is published, learners have to retake the quiz in the republished course to gain the benefit of the lowered score, even if their prior score would be a success with the new parameters. Selecting the Course Duration option displays the estimated time it takes learners to complete the training on the overview page. This is 30 minutes by default but can be overwritten with your own value. The Completion Celebration option displays an animated, confetti-filled, celebration for learners when they meet the completion parameters. Enable Certificate for course completion to provide learners with a downloadable completion certificate. Training has no due date by default, but you can select a set number of days to complete the training after a learner is enrolled or specify a due date. Use the searchable drop-down menu to select a specific admin to notify and add a note, such as if you'd like the training to be included in a specific library or if it's part of a learning path. Click Submit to complete the submission process and return to the training. For courses, if you haven't added content to every lesson, you'll be reminded to do so before you can submit a course. Once a Reach 360 admin reviews your submitted course and completes the publishing process, it’ll be available for learners. Reach 360 Admin Open the content from your Rise 360 dashboard, click Publish in the upper right corner of the screen, and select Reach 360. The Publish to Reach 360 window displays (if the training was previously published, you'll see the date of the last publication). Set completion parameters. Learners can complete the training by viewing a specified percentage, passing a selected quiz lesson (in courses only, microlearning doesn't support quizzes), or both. You can also chooseNo Requirement. Note: If you lower the passing score of a quiz after the course is published, learners have to retake the quiz in the republished course to gain the benefit of the lowered score, even if their prior score would be a success with the new parameters. Selecting the Course Duration option displays the estimated time it takes learners to complete the training on the overview page. This is 30 minutes by default but can be overwritten with your own value. The Completion Celebration option displays an animated, confetti-filled, celebration for learners when they meet the completion parameters. Enable Certificate for course completion to provide learners with a downloadable completion certificate. Training has no due date by default, but you can select a set number of days to complete the training after a learner is enrolled or specify a due date. Turn on library visibility. You can also select in which libraries the training appears. Assign topics, if any. Click Publish to finish the publishing process and return to the training. For courses, if you haven't added content to every lesson, you'll be reminded to do so before you can publish a course. Once published, the training is live in all specified libraries. Publish an LMS Package Export Rise 360 content as an LMS package when you need to track learners’ progress. Rise 360 supports xAPI-, SCORM-, AICC, and cmi5-compliant LMSs. Open the content from your Rise 360 dashboard, click Publish in the upper right corner of the screen, and select LMS. Choose an LMS standard: xAPI (Tin Can API), SCORM 2004, SCORM 1.2, AICC, or cmi5. Note: For xAPI and cmi5,if you alter the pre-generated identifier, don't use special characters. Select a Tracking option: completion percentage, quiz result (in courses only, microlearning doesn't support quizzes), or Storyline block. If you're tracking by course completion or a quiz result and exporting a SCORM, AICC, or cmi5 package, you also get to choose a reporting option. Note: For microlearning content, only select complete/incomplete options are available for reporting. Decide if you want to display an Exit Course Link for learners and/or Hide Cover Page. Selecting these options can help resolve third-party LMS issues. Note: You can't hide the cover page for training created from Next Big Idea Club content templates. Click Publish in the upper right corner again to generate the package. (If there are any errors, such as a blank lesson, Rise 360 will ask if you want to edit the content or continue.) Click Back to... in the upper right corner to continue working while Rise 360 generates your zip file. When it’s ready, you’ll receive an email notification with a download link. (For small deliverables, you may immediately be prompted to download the zip file before you have a chance to go back to the editor. Just choose a location on your computer and click Save.) Click the download link in the notification email, then click Download Contenton the web page that opens. Choose a location on your computer and click Save. Upload the zip package to your LMS. If your LMS requires you to identify the launch file, point to indexapi.html. Note: If you delete a lesson in your course, then update the course in your LMS, some learners might see a blank page. If this happens, selectMore settingsand click theReset Learner Progressoption when you export your course. Then, when learners launch the newly updated course in your LMS, their progress will be reset. Their quiz data will be retained. This option isn't available for xAPI exports. Publish a PDF File Need to print Rise 360 content? Or download it for compliance documentation? Good news! You can export it as a PDF file. Here’s how. Open the content from your Rise 360 dashboard, click Publish in the upper right corner of the screen, and select PDF. The PDF file is auto-generated. If there are any errors, such as a blank lesson, Rise 360 will ask if you want to edit the content or continue with the export. Click Back to... in the upper right corner to keep working while Rise 360 generates your PDF file. When it’s ready, you’ll receive an email notification with a download link. (For small deliverables, you may immediately be prompted to download the PDF before you have a chance to go back to the course editor. Just choose a location on your computer and click Save.) Click the download link in the notification email, then click Download Contenton the web page that opens. Choose a location on your computer and click Save. That’s it! You can read the PDF file offline, print it, distribute it to others, or even attach it to your Rise 360 content as an optional download using an attachment block. Want to see a video demonstration? Click here! Here’s how the interactive parts of your Rise 360 content appear in the PDF file: Hyperlinks work as expected and launch in your default web browser. Audio clips, videos, and web objects become static placeholder images. Interactions, such as labeled graphics and tabs, become a series of screenshots, one for each item in the interaction. (Each flashcard becomes two screenshots, one for the front and another for the back.) A Storyline block becomes a screenshot of the first slide in the project. Quiz lessons and knowledge check blocks display questions and answer choices. They don’t show correct/incorrect responses or feedback statements. Publish Web-Only Output If you don’t need to track learners’ progress, you can export Rise 360 content as web-only output and host it on your own web server. It’s easy! Open the content from your Rise 360 dashboard, click Publish in the upper right corner of the screen, and select Web. The zip file is auto-generated. If there are any errors, such as a blank lesson, Rise 360 will ask if you want to edit the content or continue with the export. Click Back to... in the upper right corner to continue working while Rise 360 generates your zip file. When it’s ready, you’ll receive an email notification with a download link. (For small deliverables, you may immediately be prompted to download the zip file before you have a chance to go back to the course editor. Just choose a location on your computer and click Save.) Click the download link in the notification email, then click Download Contenton the web page that opens. Choose a location on your computer and click Save. Extract the zip package and upload the contents to your web server. If you don't have access to a web server, here are some free options: Amazon S3 offers free hosting with generous usage limits. If you go over your limit, you'll be charged a small fee. See this video tutorial by Tom Kuhlmann to learn more about Amazon S3. Google Cloud also has a free hosting service. You'll be charged a small fee if you go over the free limit.See this video tutorial by Tom Kuhlmann to learn more about Google Cloud. When the files are uploaded, give learners a link to the index.html file.7.2KViews0likes0CommentsReach 360: Manage Users
The People section of the Manage tab is where you create groups, add learners, and more. Keep reading to learn more. Manage the User List Invite Learners Manage Pending Users Modify Users Delete Users Bulk Delete Learners Manage the User List The Users tab lists learners, admins, reporters, and managers who've accepted an invitation to train on your Reach 360 site. You can search by name or email address with the search bar and filter the results by user role or group. You can also sort the list by when each user was last active with the Last Activity column. Self-registered users are denoted with a Self-Registered tag. Click Export to download a spreadsheet containing the name, email, last active session, role, and group membership of each user (the exported file will reflect any filters you've applied to the list). Admins, managers, and reporters are invited via Articulate 360 Teams. Learners are the only type of users you can invite from within Reach 360. Learn more about which tasks each type of user can perform in Reach 360 here. Invite Learners To invite a learner to your organization, click the Add Learners button. Type the email where you want to send a user’s invitation and press Add. Select a group or groups to add them to from the drop-down menu.Alternatively, you can assign all users in the invite list to the same groups using the menu in the upper right. Keep adding email addresses and choosing roles and groups as needed. Then click Add People to send an email invite to everyone you’ve added. You can also manage your learners with SSO or bulk-import learners with a CSV file. Add admins from the Articulate 360 Account Management Console. Manage Pending Users Once a learner has been invited, you can manage their invitation on the Pending tab. From here you can resend the invitation email or delete them from the list. You can select some or all of your pending invites and resend or delete them in bulk. Self-registered users are denoted with a Self-Registered tag in the Invited by column. Once you delete a pending invitation, the user can't use the existing email link to join, you’ll have to invite them again. You can also export the list of pending users to a CSV file. Modify Users Once a learner has accepted their invitation, they’re added to the Users tab. Click an entry to change a user’s name, modify their learner profile fields, or manage their group enrollment. Select the edit icon to edit a user’s first or last name. Add or edit learner profile responses by clicking the edit icon in the Learner Profile section. You must enter values for all required fields to save your changes. You can also modify manager and reporter assignments. Add a user to any existing groups by clicking Groups and selecting them from the pop-up window that displays. Quickly remove a user from a group by hovering over a group they belong to and clicking the X. Delete Users Remove a learner by expanding their record, clicking Delete User, and confirming the action. Their activity history remains available on the Reports tab after they've been deleted. Delete multiple learners by selecting the checkboxes next to their names, clicking Delete Users, and confirming the action. Note: Authors and admins can only be deleted via the Articulate 360 Account Management Console. Bulk Delete Learners Bulk delete learners by selecting the checkbox at the top of the name column. This selects all user records on the current page. Filter by group and user role if you don't want to select all users in your organization (authors and admins can only be deleted from the Articulate 360 Management Console). To select all users in the current filtered list, not just the users on the current page, click the Select all ## users message, where ## is all user records in the current filter. Click Delete Users and confirm the action.795Views0likes0CommentsReach 360: Manage Your Profile
Your profile, by default, displays your initials. Clicking the icon gives you access to profile settings. Here, you can upload a picture, select your default language, change your name, and update your email address. Note: If your role is something other than learner, your Reach 360 profile is read-only. Make changes to your profile in the Articulate 360 account management console. Learners who create an account with Google Authentication can't modify their e-mail address. If your account ismanaged via SSO, you'll need to contact your Reach 360 admin to make changes. We take security seriously at Articulate. That’s why we send an email to your new address to verify changes before updating your profile. To reset your email or password, we send a link to your verified email address with the steps you’ll need to complete. Tip: Passwords must contain at least 8 characters, including a lowercase letter, an uppercase letter, and a number. Your name can't be part of your password. Trying to delete your learner account? Please reach out to your training manager to be removed from training. You can request that we delete your personal information by submitting a case here. Update Your Profile Photo Learners, replace the default profile icon with your own picture by clicking Upload Photo and selecting an image you’d like to use. Use the zoom slider and move the picture until your image fits in the profile photo outline. Click Save to update your profile. If your image looks blurry, it might be too small. Try picking a photo with a higher resolution or zooming out. Note: If your role is something other than learner, you'll change your profile picture in the Articulate 360 account management console. Select Default Language Select your default learner language from the drop-down menu. This translates the user interface (UI) for the Learn tab. You'll also receive default notification emails in your selected language.(If you receive an untranslated notification email after selecting a default language, it's been customized by your account admin.) Note: UI translation doesn't extend to the Analyze or Manage tabs. Manage Integrations The integrations section is where you connect Reach 360 with tools you use every day. If your organization has the Reach 360 app installed in their Slack or Microsoft Teams workspace, click the appropriate Add tobutton to connect your Reach 360 profile. Once connected, you'll receive in-app training notifications and more.404Views0likes0CommentsReach 360: Manage Your Account Settings
The Settings section of the Manage tab is where admins can modify account-wide settings like organizational information, company logo, notification emails, custom fields, and more. Let's go through each tab. Account Learner Notifications Registration Account The account tab is where you make changes to company info and account-wide settings. Upload Logo Click the Upload Logo button to choose an image from your computer to use as your account logo. Just like that, your logo is updated throughout Reach 360 and at the top of all emails. Pro Tip: Before you upload, make sure you remove as much whitespace as possible from around your logo before uploading the image. Your image should be about 35px high. If you’re using a transparent background, your image file should be saved as a PNG. Company Name and Time Zone Enter your company name and time zone. Due dates are based on the time zone you enter here. Tip: Completion certificates use the name you enter in the Company Name field. Brand Color Select the default accent color for your account with Brand Color. Either select one of the default colors or choose your own (or enter the RGB value) in the color selector that appears when you click Custom. You'll see the selected color across Reach 360 in your logo, buttons, even the favicon. URL If you're an owner, you'll see the option to use a Reach 360 subdomain or a custom domain of your choosing. This allows you to change your Reach 360 subdomain. This URL is where users access your site. If you change your subdomain, users accessing the previous subdomain are automatically redirected to your new subdomain for thirty days. After thirty days, the previous subdomain is released and can be reused by anyone. Tip: Subdomains can only contain letters, numbers, and hyphens. Custom Certificates Customize training certificates and manage existing custom certificates by clicking Manage Certificates. These certificates can be assigned as the default certificate for all new training or assigned to specific training. API Keys Generate and manage already-generated API keys to use with the Reach 360 API. SSO If you're the account owner, you can enable SSO for your Reach 360 learners. Learner Notifications The system sends default emails to notify learners when they register, when training is coming due, and when training is overdue. You can send a preview of the current message to your email by clicking Send me a Preview. You can also customize the subject and body of the email by clicking Edit content. Note: Default reminder emails are sent in thelearner's selected language. Preview emails are always sent in English. Editing Learner Notifications Select Manage > Settings > Learner Notifications and, in the appropriate section, click Edit content. Enter text in the Subject field to customize the subject line of the auto-generated email. In the Body field, enter text to customize the body of the email. Click Save Changes to commit the changes. Click the Back to link to return to the Settings tab. For welcome emails, the name and email of the admin that generated the invitation are automatically included below the customized welcome email text. For training reminders, you can use the following dynamic variables in your email templates to personalize and add details specific to each recipient: [learner_name] to add the recipient's name [course_name] to add the course name [due_date] to add the due date Neither the Subject nor the Body field has a character limit. Note: Only new users invited from Reach 360 receive customized emails. Customized emails are sent in the language written. Modifying Email Reminders Learners receive notification emails when they're enrolled in or complete training. They also receive reminders when a due date is pending or training is overdue, when applicable. Email reminders can't be disabled, but they can be customized. Use the Email Reminders section to preview the notifications sent to learners or modify the time period and frequency of reminders. Previews are sent to your registered email address. Note: Any modifications apply to emails only. Changes made here do not affect the timing of Slack or Teams notifications. Registration Self-Registration Enable or disable the option for users to register themselves as learners on your account and customize your self-registration page. Learn more about how this works. This option must be selected to enable group self-registration and direct content sharing. Custom Learner Profile Fields Use custom learner profile fields to collect additional information from learners when they register for your site. This is the page registrants see after verifying the email they provided when clicking an email invite or self-registering. Click Manage Fields to see the custom fields that are currently defined or to add new fields. To add a new field, click Create New and select Text or Drop-down. For text fields, enter a label and an optional description. For drop-down fields, add options for learners to choose from (options display in the order in which they're entered). Click Create when you're finished. Preview how the field looks by clicking the registration page link in the section description (the preview page isn't clickable). Pro Tip: Want to add a learner profile value for existing users? Once you've created the field, you can manually add the value to individual user records. Learner profile fields are visible on individual learner records. Add or edit responses on the Manage > People tab by expanding individual records and clicking the edit icon in the Learner Profile section. You must enter values for all required fields to save your changes. To modify or delete a field, hover over it, click the icon that appears, and select Edit or Delete. When you delete a custom field, all user data associated with that field is also deleted. Adding a custom learner profile field with the same name as one that's been previously deleted doesn't restore previously entered data. Delete individual drop-down options by hovering over the option and clicking the X that displays. Note: Custom field labels and drop-down options must be 50 characters or fewer. Descriptions can have up to 120 characters. Learner entries are restricted to 200 characters or fewer. You can't have more than 200 options for a drop-down field.644Views1like0Comments