User Guide

User Profile

• Set Up Your User Profile
• Change Password
• Export My Course List
• Log Out Account

Manage Users

• Add a User
• Export User Reports
• Search for a User
• Import a User
• Expire Users
• Filter Users
• View and Edit User Details
• Change User Password
• Reset User Progress
• Sort User Columns

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Manage Groups

• Understand Groups
• Add Users from a Group
• Remove Users from a Group
• Delete a Group
• Hide Tabs from User
• Export Group Users List
• Change Course Catalog for Group Users
• English and Spanish Groups

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Edit a Course

• Clone a Course
• Rearrange Course Outline
• Add Assessments
• Change Course Name
• Change Course Learning Mode
• Add Existing Content
• Add Lessons
• Add Topics or Skills
• Change Course Description
• Change Course Icon and Image
• Copy a Course
• Add Modules

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Manage Assignments

• Create an Assignment
• Add Courses to an Assignment
• Remove Users from an Assignment
• Set a Due Date for an Assignment.
• Change Assignment Name & Description
• Add Users to an Assignment
• Remove Courses from an Assignment
• Delete Assignments

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Billing

• Change Billing

Take & Manage Course

• Introduction to CustomGuide Courses
• View User Progress
• Change Learning Mode
• Customize a Course
• Export Course Outline / Progress
• Reset Course Progress
• Export Course to SCORM
• Download Quick References and Courseware

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Account Settings

• Change Account Name
• Brand With Your Logo
• Change Custom Login Page
• Change Default Language
• Brand Cheat Sheet Message

Manage Courses

• Assign Users to a Course
• Sort Course User Columns
• Search Course Users
• View and Edit Course User Details
• Expire Course Users
• Export Course Users

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