You’re going to love how easy it is to manage your team! Just add users and organize them into groups, such as departments or locations. Then assign admins to manage each group or the whole team. Here’s how.

Accessing Your Account Management Console

Manage your team right in your web browser. Go to https://account.articulate.com and sign in with your Articulate ID email address and password. Then click Manage Team on the left side of the screen. (The account owner and admins see the Manage Team tab; only the account owner sees the Billing tab.)

Account admins can manage user seats and other admins, as shown in the image above. Group admins can only manage the groups of user seats they’re responsible for; they can’t manage other admins. See the following section to learn more about users, group admins, account admins, and the account owner.

Understanding User Roles

There are four types of users in an Articulate 360 Teams account.

Account Owner

The account owner is the person who bought the subscription and is responsible for billing management. The account owner is the only one who can buy more user seats.

The account owner is also an account admin so he or she can manage all users, groups, and admins for the whole team.

The account owner might not have a user seat by default. If the account owner needs to create e-learning courses, he or she must be assigned to a user seat to use the Articulate 360 apps.

You can be an account owner for multiple teams. (But you can only be a user on one team.)

Account Admin

Account admins manage all users, groups, and admins for the whole team.

Account admins can't make purchasing decisions, but they can ask the account owner to buy more user seats as your team grows.

Admins don't consume user seats (by default), so you can have as many admins as you'd like. However, if admins need to manage the team and create e-learning courses, assign them to user seats so they can use the Articulate 360 apps.

You can be an admin for multiple teams. (But you can only be a user on one team.)

Group Admin

Group admins manage users in the groups they’re responsible for. They can’t see or manage other groups or admins in the account management console.

Group admins can't make purchasing decisions, but they can ask the account owner to buy more user seats as your team grows.

Admins don't consume user seats (by default), so you can have as many admins as you'd like. However, if admins need to manage the team and create e-learning courses, assign them to user seats so they can use the Articulate 360 apps.

You can be an admin for multiple teams. (But you can only be a user on one team.)

User

Users are seat holders. They have access to the Articulate 360 apps, such as Storyline 360 and Rise. Users create e-learning courses and collaborate on projects.

You can only be a user on one team. You can’t be a user on multiple teams simultaneously.

 

See this article to learn more about roles and permissions.

Managing Users

Users are the team members who use the Articulate 360 apps to create e-learning courses. Here’s how to add and remove users.

 

Add Users

First, sign in to https://account.articulate.com and click Manage Team on the left side of the screen. If you’re an account admin, make sure the Seats tab is selected below your team name. If you’re a group admin, you’ll see the groups you’re responsible for.

Account Admin


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Group Admin


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Next, click an open seat, enter the new user’s email address, and click Invite.

The user’s status will be an envelope icon until he or she accepts your invitation, at which time the status becomes a green circle with a check mark. If the new user doesn’t accept your invitation to join the team, you can resend the invitation. Hover over the user and click Resend.

New users receive an email invitation with instructions to create an account. You’ll want to show them how to install the Articulate 360 apps and manage their profile. Here’s some helpful information you can share with them:

 

Bulk Import Users

The account owner and account admins can import multiple users all at once rather than adding them one by one. List the users’ email addresses in a CSV file, then upload it to your account by clicking Upload a CSV on the seat management screen. See this article for details.

 

Remove Users

Pro Tip: If users are also admins, removing their user access doesn’t remove their admin access. To completely remove them from your team, be sure to remove their admin access too.

 

To remove a user from your team, hover over the user you want to remove and click the X that appears.

Complete the process by choosing what happens to the user’s content. You can transfer it to another team member, delete it, or do nothing. Click here for details on each option.

Managing Groups

Organize your users in groups, such as departments or locations, so you can delegate management tasks to group admins. In the following sections, you’ll learn how to create, edit, and delete groups.

Who has access to manage groups?

The account owner and account admins can:

  • Create new groups
  • Rename groups
  • Add more seats to groups
  • Add users to groups
  • Move seats between groups
  • Remove users from the team
  • Remove seats from groups
  • Delete groups

Group admins can:

  • Add users to groups
  • Move seats between groups
  • Remove users from the team

 

Create New Groups

The account owner and account admins can create groups.

  1. Sign in to https://account.articulate.com and click Manage Team on the left side of the screen. Make sure the Seats tab is selected below your team name.
  2. Click the New Group button on the right side of the screen.
  3. Enter a name for the new group.
  4. You’ll see how many empty seats are available. Choose how many of those seats you want to assign to the new group. (Empty seats come from the “No Group” section at the top of the seat management screen.)

    Tip: If you’d like, you can create a group with zero seats, and then move users or empty seats from existing groups to the new group.
  5. Click Save.

You can create as many groups as you want as long as each group has a unique name.

 

Rename Groups

The account owner and account admins can rename groups. Hover over the group you want to edit and click the pencil icon that appears. Enter the new name and click Save.

 

Add More Seats to Groups

The account owner and account admins can add more seats to groups. Hover over the group you want to edit and click the option to Add seats.

You’ll see how many empty seats are available. Choose how many of those seats you want to assign to the group, then click Save. (Tip: Empty seats come from the “No Group” section at the top of the seat management screen. However, you can also move empty seats between groups.)

 

Add Users to Groups

The account owner, account admins, and group admins can add users to groups. Click an open seat, enter the new user’s email address, and click InviteLearn more about inviting users to your team.

 

Move Seats Between Groups

The account owner and account admins can move seats to any group. Group admins can move seats between groups they’re responsible for managing.

Hover over the user or empty seat that you want to move, click Move to group, and select a group from the list that appears.

 

Remove Users from the Team

The account owner, account admins, and group admins can remove users from the team. Hover over the user, click the X that appears, and then click Remove. Learn more about what happens when you remove a user from the team.

 

Remove Seats from Groups

The account owner and account admins can remove seats from groups and return them to the “No Group” section at the top of the seat management screen.

Hover over the user or empty seat that you want to move, click Move to group, and select No Group from the list that appears.

Tip: Group admins can’t remove seats from groups, but they can move seats between the groups they’re responsible for managing. They can also remove users from the team.

 

Delete Groups

The account owner and account admins can delete groups. Hover over the group you want to remove and click the garbage bin icon that appears. Click Delete on the confirmation screen.

All users and empty seats that were in the group get moved to “No Group” at the top of the seat management screen.

Managing Admins

There are two types of admins:

  • Account admins manage all users, groups, and admins for the whole team.
  • Group admins manage users in the groups they’re responsible for. They can’t see or manage other groups or admins.

And because admins don’t consume user seats (by default), you can have as many admins as you’d like. The following sections explain how to add, edit, and remove admins.

Who has access to manage admins?

The account owner and account admins can add, edit, and remove admins.

 

Add Admins

  1. Sign in to https://account.articulate.com and click Manage Team on the left side of the screen.
  2. Click the Admins tab below the team name.
  3. Click the last row, enter the new admin’s email address, and click Invite.

The new admin’s status will be an envelope icon until he or she accepts your invitation, at which time the status becomes a green circle with a check mark. If the admin doesn’t accept your invitation to join the team, you can resend the invitation. Hover over the admin and click Resend.

New admins will receive an email invitation with instructions to create an account. You’ll want to show them how to manage your team by sharing this article with them.

We recommend adding more admins than you think you might need, even if they don't regularly use Articulate 360. They can be backup admins in situations when no one else is available.

Admins can’t use the Articulate 360 apps to create e-learning courses unless you also assign them to a user seat.

By default, all admins are account admins, meaning they can manage all users, groups, and admins for the whole team. You can change an account admin to a group admin (and vice versa). See below.

 

Edit Admin Permissions

All admins start as account admins, meaning they can manage your whole team. However, you can change account admins to group admins, so they only have access to the groups they’re responsible for. And vice versa, you can promote group admins to account admins. Here’s how.

  1. In your account management console, hover over the admin you want to edit and click the pencil icon that appears.
  2. Choose either Account Admin or Group Admin.

  3. If you selected account admin, click Save to complete the change. If you selected group admin, continue to the next section to learn about assigning groups to the admin you’re editing.

 

Assign Groups to Admins

When you edit admins (see above) and make them group admins, you can assign one or more groups of user seats for them to manage. Just enter group names in the field provided. Or remove groups by clicking the X beside each one. Click Save when you’re finished.

You can see which groups are assigned to each admin in your list of admins.

 

Remove Admins

To remove an admin from your team, hover over the admin, click the X that appears, and click Remove.

If admins are also assigned to user seats, removing their admin access doesn’t remove their user seats, so they can still use the Articulate 360 apps to create e-learning courses. To completely remove them from your team, be sure to remove them from their user seats too.