User Management for Company Admins

Admin Levels Explained Managing Users Inviting Users Re-inviting Users

Feb 22, 2023 12:23

Admin: Adding Locations

Once you get your groups settled, it's time to add locations. Let's start by clicking on the locations tab on the Content Navigation of your DashBoard/Green screen  Once you’re are at the new Locations page you can start to add each individual ...

Dec 01, 2022 15:20

Admin: Creating Groups

Once you are comfortable with your home screen dashboard, the next step is to create your store's groups. By creating groups, you will be able to separate your employees and assign them role-specific courses and assignments.  From your home screen,...

Oct 29, 2019 10:40

Role-Based Permissions

Role-Based Permissions allow for the customization of a user's permissions, based on their role. This affects many of the admin functions currently available to Location and Company Admins.  This is the Role Management screen, found in the...

Feb 21, 2023 09:39

Admin: Inviting New Users with Email

To invite new users to ExpandShare, navigate to the Team page on the Management Console. Scroll to the bottom of the Team page and click the Invite New Members button If you're just adding one or several users to the same Groups and Locatio...

Oct 23, 2019 11:55

Admin: Inviting New Users with Team Code

Using Team Code can take the pressure of uploading employees off of a central Admin and empower new employees to instantly self register without needing to wait to be invited. If you typically know your team members' email addresses, you may prefer to ...

Oct 23, 2019 11:56

Admin: Archiving & Restoring Users

We recommend archiving no longer active staff as a best practice, rather than deleting. Archiving immediately prevents the user from accessing your site via app or browser, no longer counts them as a billable user, and prevents them from receiving any futu...

Jan 29, 2021 10:30

Employee Pre-Communication Email Boilerplate

Managers often ask us if we have email boilerplate to use before inviting users to ExpandShare, to let them know about the system and what it's for and so on.  So here's an example of an employee pre-communication you can use to let your team know ...

Feb 02, 2021 12:38

User Quick Start Guide

If you are a Company or Location Admin, you can send one of these User Guides to your users before you invite them or ask them to log in. It gives them a set of simple instructions on how to get started with ExpandShare. Email Version: use if you are i...

Feb 03, 2021 14:46

Setting up an Integration with ExpandShare

ExpandShare supports user management integration with dozens of other software partners, including Restaurant365, 7shifts, Homebase, Toast, Push, ADP, Paylocity, and dozens of other payroll providers. Having an integration with the software you use for sch...

Feb 27, 2024 10:10

Admin: Custom Library Folder Thumbnails

Admins can easily customize the appearance of both the folders and content thumbnails in your library. This is a great way to carry your company branding onto ExpandShare, while also making it easier for users to know what content to expect in each section...

Feb 18, 2022 10:31

Admin: What does Wistia integration allow?

Whenever you add a video to your site, either to a Course or in the Library, the video will automatically go up into the Cloud, where it will be hosted and streamed from Wistia. This means that it will always be streamed in an appropriate format, size and ...

Oct 23, 2019 11:49

Admin: Can I upload PowerPoint files (PPTX, PPT) to the Library, Courses, or Learning Tracks?

You can definitely add a PowerPoint presentation to ExpandShare, either by uploading the file in the Library or using as part of a Course or Learning Track. Consider the content and the audience first. If the PPTX presentation is something that your us...

May 01, 2024 14:45

Copying Content

You can copy the content in your media library to multiple folders using the Copy Clipboard.  Copying content in the library is only possible for Company Admins.  If you are a Location Admin, Reporting Admin, or a User, you will not have access to copying ...

Feb 05, 2021 12:10

Replacing Old Content in the Library

To update existing content in the library, it is best to use the replace content feature. This feature is great as it updates the content everywhere it is used on the site. To replace content in the library, start by locating the file you would lik...

Sep 11, 2023 13:07

Adding YouTube Videos to the Library

Did you make a Youtube video to teach new employees? Find a helpful video that want to use in training? It’s simple to upload into the library.  Copy the Youtube video’s URL link Click into the folder you would like to add to Press the + but...

Jun 17, 2021 10:33

How to Upload Content to the Library

This is how to add content to your library, start by clicking the plus sign at the top right of the screen. You have the option to create a new folder, upload a file, add YouTube video and add a URL. If you're on the front of the library, you&#...

Aug 13, 2024 15:26

How to Set Folder Permissions

Here is how to set your folder permissions as a company admin. Folder permissions allow you to decide which roles and locations can view specific folders in the library. To set a folder's permissions, click the three dots at the bottom right of...

Sep 13, 2023 11:50

Managing Content within the Library

This is how to manage content within the library. To manage a piece of content within the library, click the three dots at the bottom right of any item. Company admins will see many options. Let's run through them together. Git details dis...

Sep 13, 2023 13:55

How to Share from the Library

When in the library you can share an item directly to the news feed. To do this, click the three dots on any library item and select share. This will immediately bring you to the news feed.  From here, you still have the option to add nine other it...

Sep 13, 2023 13:58

Admin: Video Training

Video training the most common form of content here at ExpandShare. When a video is added to the course it must be played from start to finish by your employees in order for them to get credit for the course, making them a great first edition to any traini...

Oct 23, 2019 12:59

Admin: Image Training

Sometimes, a video can be an overkill for what you’re trying to explain to your employees, maybe it’s a course on plate presentations or new showroom models. Expand has you covered! Remember the “+” icon? Use it again to add an image: Look familia...

Oct 23, 2019 12:02

Admin: Text Training

Feeling Verbose? Expand allows you to upload full text or even HTML to your course. You know how to get there by this point: it’s the little “+” sign again. It’s basically a naked uploading page: just the title of the page, and your text for under...

Oct 23, 2019 12:04

Admin: Question Training

Ok, now that you have some content in the course, you can start to quiz your employees. Don’t panic! These are placed in the course just like content, there are just a couple more quick steps to making a custom question. Click the plus and select “ques...

Oct 23, 2019 12:05

Adding YouTube Videos to Courses

Did you make a YouTube video that fits into a course? Maybe you found one that would help your employees? Here's your tutorial on how to add that video to a course. Go to the YouTube video you want to add Click on the “Share” button below t...

Jun 16, 2021 11:44

Admin: The Easiest Way to Create a Simple Voiceover Training

Training on your menu does not have to be complicated. All the tools you need are right on your phone: Tools Needed iPhone with iMovie installed Your menu item Talking points or a quick script Steps Write your script Take a picture (or ...

Jun 19, 2020 12:06

Admin: Creating your own Screen Capture Videos

 Screencasting software is a necessary addition to any video microlearning toolbox. The ability to capture what's happening on your screen is not only useful for software walkthroughs, but allows you to quickly and easily create simple motion gra...

Oct 23, 2019 12:59

How to Shoot Good Video on Your Phone

Shooting with your phone is the easiest way to capture product or process video to use in ExpandShare.  Here is a quick guide to getting the most of your phone’s video capabilities. Shoot Horizontal First -- when shooting video with a phone, make ...

Jul 14, 2020 17:10

Formatting Text in Newsfeed, Courses, Checklists & Skill Checks

The appearance of text, including font size, bold/italic, bulleted & numbered lists and links can be controlled in ExpandShare in a number of our features, including: Newsfeed Posts Course Builder Text/HTML Units, Content section Image Units, Cont...

May 01, 2024 14:57

Training Admin Overview

At ExpandShare, we approach training differently than traditional learning management systems. We understand that many users only complete the bare minimum and are easily distracted in today's fast paced environment. To combat this, we do not offer...

May 09, 2024 08:41

Admin: Deleting Individual Learning Track Assignments from a User's Profile

Company Admins can unassign/remove Learning Tracks from specific users in three different places: 1. On the Team Detail page,  Click on the X alongside the Learning Track listing to delete the entire LT from that user. This will remove every course wit...

May 01, 2024 14:58

Creating Custom Library Folder Thumbnails and Learning Track Banners

You can customize the look of your ExpandShare site by creating Learning Track Banners and Library Folder Thumbnails.  We recommend using Google Slides as a simple free tool to create these images. Below we have included the aspect ratios and dimension...

Sep 15, 2022 12:00

Creating Learning Tracks

To assign all those courses you've made, we'll need to put them in learning tracks. Start by going to the admin tab and clicking on learning tracks. This page will display any learning tracks that currently exist on the site. Click the plus sig...

Sep 14, 2023 13:18

Assignments

A signing training to your team can be done in the admin dashboard. Start by clicking on assignments, clicking the plus sign at the top right of the screen, and selecting the learning you would like to assign. Let's start by giving this assignm...

Sep 14, 2023 14:12

Admin: Accessing Confidence and Satisfaction Comments

To access the comments go to the course list. 1. Click on the report button for the course you want to see confidence or satisfaction comments. 2. Click on the dropdown arrow to the top right of the unit that you want to see more details ...

Oct 29, 2019 09:27

Admin: Quiz Grading

If you are creating a quiz in a course, it is important to know that the system will only grade the questions in that section with the ‘submit and score’. Therefore we highly recommend making that last section of the course your quiz.  There are two wa...

Oct 29, 2019 09:47

Location Training Summary

For any users with rights to view the location tab, we have a new way for you to view and export training reports for your locations. Be aware that this report is not available at management levels, but for locations only. Start by going to the...

Sep 14, 2023 14:51

Daily Operations Reporting

Checklists reporting can be found here in the location tab. At the top of the screen is the name of the location you're viewing. In the case you manage multiple locations, you can click this heading and select which location you would like to v...

Sep 14, 2023 09:54

Reopening Checklist Submissions

As a company admin, you can reopen daily checklist the same day they were submitted. To do this, start by going to the checklist For any checklist that has been marked as complete, you can click the ellipses and select reopen submission. This w...

Sep 14, 2023 10:05

Creating a Daily Ops Checklist

We have several types of checklist we can create. There are daily, periodic, and audits. All of these use the same builder with like differences depending on the type of checklist. We're going to look at daily operations. A checklist is comprise...

Apr 04, 2024 16:43

Completing Checklists

To open a checklist, start by looking at the checklist tab. From here, you can see all the checklists assigned to the location listed at the top of the screen. Any checklist available to your role will be visible here. Now, we can select any checkl...

Sep 14, 2023 13:17

Creating an Audit

This is how to create an audit, start by going to the Admin Dashboard. Under operations, click on audit checklist. From here, you see a list of all audits made on the site. Clicking on the plus sign at the top right of the screen will prompt you to ...

May 24, 2024 14:24

Operations Admin Overview

You can create, edit, delete, and publish checklist right here within the administrative dashboard. The three types of checklist include daily, periodic, and audit. Let's take a look at them. Daily checklists can include standard daily procedures l...

Sep 14, 2023 13:21

Checklist Audience Customization

Objective To change the audience for a specific checklist in order to assign it to specific locations and roles. Key Steps In the Operations section of the Admin Dashboard, select Audit Checklists. Start a new checklist by selecting the Add (+) ...

May 22, 2024 15:38

Checklists

Checklists If your ExpandShare instance supports Checklists (it’s an optional feature), then you will see them as a sidebar menu item. Checklists can be picked up and completed by any of your users, including yourself. Checklist Reporting ...

Dec 06, 2022 14:31

Building Checklists for Company Admins

Checklists can be used for daily tasks that need to be completed. To build a checklist start by going to the Admin tab. Next, at the bottom of the screen, you can select either Daily Ops, Periodic, or Audit Checklists. You'll need to gi...

Nov 02, 2022 14:22

What is the Newsfeed?

Newsfeed is your way of reaching out to users in your locations. The newsfeed may be used to post resources from your Library, send out Instant Assignments, share media directly from your device, or even send out company updates. Our Newsfeed comes wit...

Apr 13, 2021 15:10

Newsfeed Overview

Here are a few short videos to guide you through the Newsfeed, as a Company Admin. How to Post View Analytics and Comments Flag as Inappropriate Pinning a Post All Posts

Feb 22, 2023 11:13

How to Format Text Areas in ExpandShare

Text written within ExpandShare's systems can be personalized using a system known as MarkDown. As of 1/22/21, MarkDown, applies to the following locations: - Newsfeed - Trainer Checks - Course Builder Units:     - Image     - Text/HTML     ...

Sep 15, 2023 11:15

How To View Newsfeed Analytics And Comments

This is how to view your post analytics and comments. Start by going to the home tab. This will bring you to the news feed. Under any post, click the insights button on the bottom right. This will display all the details related to the post and its...

Sep 13, 2023 13:38

Pinning a Post in the Newsfeed

As an admin, you may have a news feed post that you'd like to keep at the top of the news feed. This can be done by pinning the post. To pin an existing post, click the three dots and select edit. Now select the pinned post option just above the up...

Sep 13, 2023 14:18

Moderating Posts

If you or any user on the site sees a post or comments that are concerning, they can click the three dots in the upper right corner of the post and use flag post as inappropriate. If you are a company admin, this will immediately remove the post an...

Sep 13, 2023 14:31

Admin All Posts

All posts is an admin view that allows you to see all news feed posts on the site, no matter the location or role it was sent to.  You can use this to see what your locations are up to manage posts, and even view the engagement of past posts througho...

Sep 13, 2023 14:33

API Documentation

If you are developer and are interested in our APIs, you can find documentation here: https://usersync.dev.expandshare.com/api/docs

Feb 08, 2021 16:04