• How do I delete a course?

    Authors can delete a course if it does not contain any user enrollments (required or optional). If the course has any user in progress, the course will become optional for those users and can only be deleted by an adm...
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  • How do I use Bridge as an account admin?

    The account admin role is separate from the admin role and grants more access to the Bridge account or subaccount. After you log in to Bridge as an account admin, you can manage all content, users, and settings in you...
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  • How do I use an automatic CSV import for users in an account?

    Automatic CSV will automate user management between any HRIS, CRM, or User Management system and Bridge by exporting employee data from that system to a secure file transfer protocol (SFTP) server. The SFTP serverR...
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  • How do I resend a Bridge invitation to a user?

    When a user is added to Bridge, an invitation and account setup email is sent out to the user. You can resend invitations to users who have not yet accepted. Note: Users must accept the invitation within 30 days afte...
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  • How do I view a Sign-In report for an account?

    You can view a sign-in report for users in your account. Note: Some features may be restricted based on permissions for your user role. Open Insights Menu   In the Global Navigation menu, click the Appli...
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  • What types of reports can I view for an account?

    You can view a sign-in report, completed learners report, incomplete learners report, and an overdue learners report. Note: Some features may be restricted based on permissions for your user role. Sign-In Report ...
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  • How do I designate facilitators and reviewers in the Talent Review tool as an Admin?

    As an admin, you can designate users as facilitators in the Talent Review tool. Facilitators can adjust the talent review tool settings and questions, and begin and end review cycles. You can also designate managers a...
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  • How do I view a Completed Learners report for an account?

    You can view a report of completed users in your account and the total time a user has spent in a course. Note: Some features may be restricted based on permissions for your user role. Open Insights Menu   ...
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  • How do I view an Incomplete Learners Report for an account?

    You can view a report of incomplete learners in your account and the total time a user has spent in a course. Note: Some features may be restricted based on permissions for your user role. Open Insights Menu  ...
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  • How do I manage the Talent Review tool as an Admin?

    The Talent Review tool allows managers and executives to plan for their employees' future. The Talent Review tool also assists in determining which employees are meeting their potential and which may need additional r...
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  • How do I create and distribute an engagement survey for an account using a pre-created engagement survey template?

    You can create a survey using the Employee Engagement Survey template. You can also create a survey using the Blank Survey template. Notes:  Some features may be restricted based on permissions for your user rol...
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  • How do I use the Engagement Surveys page for an account?

    Surveys allow you to measure how employees feel, what they need, and how to address their issues in real time. The Surveys page shows all of the surveys in your account. You can also create new surveys and edit existi...
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  • How do I use Bridge as an admin?

    After you log in to Bridge as an admin, you can manage learning items, users, groups, and surveys in your account or subaccount. Note: Some features may be restricted based on permissions for your user role. View ...
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  • How do I remove an individual user from an account?

    If necessary, you can remove users from the account. You can still view all deleted users and their enrollments. If you want to remove more than one user at a time, you'll need to remove users with a CSV file. Notes...
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  • How do I export users from an account from the Users page?

    You can export user data via CSV file, including date of last visit and total time spent in Bridge. Note: Some features may be restricted based on permissions for your user role. Open Admin Menu   In the...
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  • How do I enroll users in a group or learning content item with a CSV file as an admin?

    Users whose unique identifiers (UIDs) already exist in Bridge can be enrolled in specific groups, courses, programs, live trainings, or checkpoints with a CSV file. Before uploading, please confirm how to properly for...
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  • How do I remove users from an account with a CSV file?

    You can use a CSV file to remove multiple users from your account, course, program, group, or live training. This lesson outlines how to remove learners from your account; however, the same steps apply when removing m...
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  • How do I add a category to a learning content item in an account?

    Categories act as containers for learning content items and enable admins to target learning content to specific users. Once a learning item has been created, you can add categories to your learning item. Notes: Onl...
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  • How do I view a subaccount?

    You can switch to a subaccount if you are an account admin in the top-level account. Switching to a subaccount, or teleporting, allows you to manage courses, users, and settings for the subaccount. Notes: You are not...
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  • How do I use the Career Insights page as an admin?

    The Insights page provides an overview of users, course completion, 1on1 cadence, goal alignment, skill mastery, performance conversation, and CSV data within your organization. Note: Some features may be restricted b...
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