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FAQ — Frequently Asked Questions for Administrators

A collection of the questions that come up most often in practice.

Area of responsibility

Which people do I see? As an administrator (e.g. Company Admin) you see everyone in your company. To focus on a specific area, filter by department or user group.

A person is missing entirely. They probably don't have an account yet. Invite them — see Managing users.

Do I see data from other companies? No. Your view ends at your company. Only the generation:l team has a platform-wide view.

Users and roles

How do I create new users? By invitation, individually or as a CSV bulk import — see Managing users.

How do I make someone a trainer / course creator? Set the role on the user in the Admin Portal. You can only assign roles that are lower than your own; as a Company Admin you may additionally appoint further Company Admins — see Roles and permissions.

Mandatory assignments

How do I assign a mandatory assignment to a person? Assigning mandatory assignments — step by step.

Can I assign an entire department at once? Yes, via the bulk assignment with the "By department" tab. Assigning mandatory assignments.

Can mandatory assignments recur automatically (e.g. annually)? Yes. When creating one, set the Repetition (weeks) field — e.g. 52 for annually. After completion the system automatically resets the assignment to the next date and notifies the person. This also works for bulk assignments.

Can I also assign a learning path instead of a single course? Yes — the target can be a course or a learning path. For a path, the mandatory courses are enrolled automatically.

What happens if someone misses the deadline? The assignment stays open and the person can keep working. You can spot overdue assignments by the due date in the list (sorted by due date); for overdue reminders, configure reminders with negative days (after the deadline).

Learning groups

When is a learning group worthwhile? For onboarding waves, groups of apprentices, or recurring training groups. More in Managing learning groups.

What's the difference between a department, a user group, and a learning group? Department = the organizational structure of the company (Admin Portal). User group = a freely composed group of people (Admin Portal) — you can use both in bulk actions and analytics filters. Learning group = an exchange space with chat on the learning platform; for bulk actions and filters, use department or user group instead.

Progress and reporting

How do I see who is behind? In Administration → Mandatory assignments — the list is sorted by due date; deadline passed + status not "Completed" = behind. More in Team progress.

Where do I find aggregated key figures? In Administration → Analytics & Reports — completion rates, quiz scores, activity, filterable by time period and department. See Analytics and reporting.

Where do I find data for a performance review? Via the analytics tab User details you can pull a learning history per person (courses, progress, course enrollments, learning streak) as PDF, CSV, or Excel — see Reports and export. Certificate evidence can be downloaded per course as a ZIP in the Course details tab.

The Excel export shows strange special characters. When opening in Excel, use "Data → From Text/CSV" instead of double-clicking — then UTF-8 is detected correctly.

Course licenses

We have more people than license seats for a licensed course. Prioritize who needs the course first (seats are only used up on enrollment), or request additional seats from the provider or the generation:l team.

A person is leaving the company — what happens to their course seat? Archive the account. A seat of a participant license that has already been started remains used; certificates are retained.

Sales and templates

How do I design invoice or email texts? Via the Document templates.

Notifications for me

Which notifications do I get?

  • Reminder emails for mandatory assignments you assigned — provided you configured a reminder on the assignment with recipient assigned_by (e.g. with negative days as an overdue reminder)
  • A notification when someone adds you to a learning group

Notifications are fixed and preconfigured. Overview: Notifications.

Course access

A person says a course is "not unlocked". Possible reasons:

  • The course requires a license and the seat quota is used up or the course license has expired → see Course licenses and access
  • The course is in "No self-enrollment" mode and the person has no mandatory assignment or enrollment

Further help

Whom do I turn to for questions not answered here?

  • This collection of guides — see Index
  • The generation:l team
  • For technical problems: your IT contact