Articulate 360 Teams: Managing Content When Users Leave Your Team
When a user leaves your team, you don’t always want their content to go with them—especially since that content may contain proprietary or other sensitive information. Articulate 360 Teams empowers you to choose what happens to a user’s shared and personal content when they leave, helping you maintain control of your intellectual property. Here’s how it works. Any content a user creates with Articulate 360 web apps, like Rise 360, is connected to their Articulate ID and is considered personal content. Once they share any of that content with the team, it becomes shared content, unless they unshare it. Shared content remains with the subscription, so it must be transferred to another team member before the user leaves the team. You also get to choose how to handle that user’s personal content—content connected to their Articulate ID but not shared with the team. You can either retain access to their personal content by transferring it along with the shared content or lose access to that content by allowing it to remain with the departing user. Note that once the user leaves your team and their email is deactivated, you'll completely lose access to their personal content unless you have transferred it before deactivation. The table below shows examples of personal and shared content to help you decide how to proceed. Personal Content Shared Content Rise 360 courses, microlearning, and question banks in the private directory Unshared Rise 360 block templates Review 360 items and folders in the private directory. Rise 360 courses, microlearning, and question banks in the team directory Shared Rise 360 block templates Review 360 items and folders in the team directory Storyline 360 shared team slides In most cases, you’ll want to include personal content when transferring content to another team member to maintain control of your team's intellectual property. However, not including personal content in a transfer can make sense in some specific scenarios. For example, when: A team member is leaving temporarily, and no one else needs to access their Rise 360 and Review 360 content before they return. A contractor or freelancer used their personal Articulate ID to join your team, and they have personal content connected to it. (When that happens, follow the tips in How Freelancers Work With Articulate 360 Teams.) No matter the situation, we’ve outlined the process and each option step by step below. Remove the User from Your Team Transfer Shared and Personal Content Transfer Only Shared Content Transfer Content to a New User When There's No Available License Remove the User from Your Team To get started with removing a user from your team, go to https://id.articulate.com/redirect/account and sign in with your Articulate ID email address and password. Then, click Manage Team on the left side of the screen and follow the steps below. (You must have either primary admin, 360 admin, or group manager permissions to see the Manage Team page.) Click their name from the list to launch the Edit permissions sidebar. Members with primary admin or 360 admin permissions can remove multiple users at once by selecting the checkboxes beside their names. Note that content from selected users with creator permissions may only be transferred to one member. Click the Remove from 360 link at the bottom. Click the Transfer to field to select a team member as the new owner of the removed user's shared content. You can type the first few letters of the receiver’s name to filter the list, as shown below. If the person you want to transfer content to hasn’t joined the team yet, invite them to the team and assign creator permissions first before removing the old user. You can transfer content to them when they accept your invitation to join the team. If there are no available licenses for the new user, see this section for workaround options. Choose either of the following options (See below for details on each option): Transfer Shared and Personal Content Transfer Only Shared Content Transfer Shared and Personal Content To remove a user and retain access to their personal content in the transfer, keep Include personal content selected and click Remove User, as shown below: What happens when you transfer the removed user's content to someone else? The user you removed from the team receives an email notification confirming that they were removed. The user also loses access to any Review 360 items with private share links. The new owner receives an email notification about the content transferred to them. They have full control over Rise 360 courses, microlearning, label sets, and block templates; Review 360 items (including Storyline 360 project backups) and review requests; and Storyline 360 team slides. (Learn where to find transferred content.). Rise 360 collaborator access and folder share settings for Rise 360 and Review 360 are also transferred to the new owner. Course collaborators on Rise 360 courses and shareable links for Rise 360 and Review 360 content remain the same, so everyone who has access can continue to use them. Who can you transfer content to? You can transfer content to any single team member with creator permissions. (Content can’t be divided among multiple users.) However, once the transfer is complete, the new owner can transfer Rise 360 courses to other team members. The new owner must be a member of your team with creator permissions. If they haven’t joined your team yet, invite them to the team and assign creator permissions first before removing the old user. You can transfer content to them once they’ve accepted your invitation to join the team. Does all the content from the original user get transferred? Yes, all of the user’s Rise 360 courses, microlearning, Review 360 items (including Storyline 360 project backups), review requests, and Storyline 360 team slides are transferred to the new owner. Rise 360 collaborator access and folder share settings for Rise 360 and Review 360 are also transferred to the new owner. Here's what the new owner sees. Transfer Only Shared Content To remove a user from your team without transferring their personal content, uncheck Include personal content before clicking Remove User, as shown below: What happens when you remove a user and don't include their personal content? The user receives an email notification confirming that they were removed. They lose access to any Review 360 items with private share links. The user’s private Rise 360 courses, microlearning, and Review 360 items (including Storyline 360 project backups) remain on our servers up to six months. During that time, shareable links for the projects continue to work, so your team can still view them. However, no one will be able to edit or manage them. Any collaborators will have their access to the content revoked. If the user rejoins your team, joins another team, or buys an individual subscription with the same email address within six months, they’ll have full control of their private Rise 360 content and Review 360 items again. The new owner of the shared content receives an email notification about the content transferred to them. They have full control over Rise 360 courses and microlearning in the team directory, label sets, and shared block templates; Review 360 items in the team directory (including Storyline 360 project backups) and review requests; and Storyline 360 team slides. Learn more. Rise 360 collaborator access from shared content and folder share settings for Rise 360 and Review 360 are also transferred to the new owner. Transfer Content to a New User When There's No Available License What happens if you need to transfer a removed user’s content to a new user, but you’ve used up your team’s available creator licenses? You have two workaround options: Temporarily assign group manager permissions to the new user Remove the old user and temporarily keep their content unowned within the subscription Temporarily Assign Group Manager Permissions to the New User To use this workaround, you’ll need to create a new group for the member being removed, assign group manager permissions for that group to the new user, and then ask the new user to remove the former member and transfer the license and content to themselves. (Group manager permissions only allow access to users within their group. They won’t have access to other users and subscription settings, and they don’t use up a creator license.) Here’s how to do that, step by step: Create a new group without assigning a license. Move the user who left your team to this new group. Add the new user to your team, temporarily enable manager permissions, and assign them as a group manager for the new group. Group managers don’t consume licenses. When the new user accepts your invitation to join the team, ask them to remove the user who left your team and transfer the content to themselves. You can share these additional instructions: Please follow these steps to transfer the license and the previous user’s content: Sign in to the Manage Team page: https://id.articulate.com/redirect/manage using [new user’s email address] Search for [email address of the user who left your team] and click it. Click the Remove from 360 link at the bottom of the sidebar. Click the Transfer to field and select your name from the dropdown. [Select/Deslect - decide whether to include personal content or not] the Include personal content checkbox. Click Remove user to accept the terms and complete the process. The new user becomes the content owner, taking the license vacated by the user you removed and automatically getting creator permissions. If you don’t want the new user to continue to have group manager permissions, disable that permission. They’ll still have creator permissions and own the content that was transferred to them. Remove the old user and keep their content unowned within the subscription This approach lets you remove the user and temporarily keep their private and shared content as unowned within the subscription. Once you’ve assigned a license to the new user, contact us and we’ll transfer the content. Follow these steps to proceed: Remove the user’s creator permissions on the Manage Team page using any of these methods: Disable the Create toggle at the top of the Edit permissions sidebar. Click the Remove from 360 link at the bottom of the Edit permissions sidebar. Click the Transfer to field and select None - do not transfer content. We will keep personal and shared content in an unowned state until you’re ready to transfer it to another team member. Skip this step if you only have one license in your subscription. Click Confirm or Remove User to free up the creator license. Assign the creator license to the new user who will receive the content. Have the member with primary admin permissions contact us with the following information, and we’ll transfer the unowned content to the new team member. Subscription number or name Email address of the user that was removed from the team Email address of the new user who will receive the removed user's contentArticulate 360 Teams: Managing People, Groups, and Invites
We’ve simplified team management at any size with Articulate 360 Teams. Invite team members, assign permissions, organize creators into groups, and track invites sent—all from one intuitive interface. In this article, you’ll get oriented to the Manage Team page and then learn how to use it, step by step. Access and Navigate the Manage Team Page Use Search and Filter Options Manage Users and Permissions Invite users Bulk-import members with a CSV file Manage permissions Remove users and manage creator content Download a CSV file with all the team members' information Manage Creator Groups Monitor and Manage Invites Access and Navigate the Manage Team Page Managing your team starts right in your web browser. Go to https://id.articulate.com/redirect/account and sign in with your Articulate ID email address and password. (If you have subscriptions in both the U.S. and EU data centers, you’ll be prompted to select the region you want to sign into.) Click Manage Team on the left side of the screen. At the top of the page, the team name, the number of creator licenses available, and the total licenses purchased are displayed. A list of all team members and their current permissions is shown below. Permissions are displayed as badges for each member. Refer to this article to learn more about these permissions. Members with primary admin, 360 admin and group manager permissions will also see three tabs—People, Groups, and Invites—above the list of team members. (Those with Reach admin permissions will not see the Groups tab, because they don’t have access to groups.) Use Search and Filter Options All team members can use the search and filter tools above the list to easily find other members: To search, type the name or email address in the Search people field at the top. Search results appear dynamically as you type. To clear your search results or return to your entire list, simply delete your search term. To filter the list, click the Filters dropdown beside the search field. You can filter by permission types and by group. You can also combine multiple filters to narrow results further. For example, to find members who have creator and 360 admin permission, select the following filters: Create > Creators Manage > 360 Admins To clear all filters, click the Filters dropdown and select Clear all. Manage Users and Permissions Only members with primary admin, 360 admin, group manager, and Reach admin permissions can invite users to the team and manage permissions. Below are the specific actions that members can take, based on their permissions. Members with primary admin and 360 admin permissions can: Invite users Bulk-import members with a CSV file Manage permissions Remove users and manage creator content Download a CSV file with all the team members' information Members with group manager permissions can: Invite users to their assigned group Manage Create permissions of group members Remove members from their assigned group and manage their content Members with Reach admin permissions can: Invite users to manage Reach 360 Manage Distribute permissions Invite Users Let’s start in the People tab, with inviting new users to the team and managing their permissions. Click the Invite people button and follow the steps below: Enter the user’s email address in the Email field. If you want to add more users with the same permissions, click the plus (+) button below the field. Enter their email addresses, one user for each field. Click the corresponding Create, Manage, or Distribute toggle permissions based on their role. Refer to the table below for more details. Create: Enable this toggle to grant creators or content authors access to authoring tools such as Rise 360 and Storyline 360. Each team member with creator permissions uses up one license. Permissions Badge Description Creator Allows the user to access authoring tools and publish to Reach 360 if it’s enabled for the subscription. If assigned using group manager permissions, the team member must be assigned to a group. Otherwise, the default “Upgrouped” may be selected. Localization Available with Articulate Localization, enabling the Localization toggle allows the team member to translate courses. Manage: Enable this toggle to allow admins to add, remove, or manage permissions for other members. Permissions Badge Description 360 Admin Allows the user to manage all members, groups, and subscription settings across the account. They can also manage Storyline team slides and rename and delete shared Rise 360 block templates. Group Manager Allows the user to manage members and creator permissions only within their assigned group. They can’t assign Manage and Distribute permissions. One or more groups must be selected. Distribute: (Only available when Reach 360 is activated.) Enable this toggle and select a role to allow team members to manage Reach 360 settings and learner information. Learn more about Reach 360 permissions. Permissions Badge Description Reach Admin Allows the user to manage all learners, training settings, and more in Reach 360. Reach Manager Allows the user to manage only groups to which they're assigned. You must assign them to more than one group. Reach Reporter Allows the user to access the Reach 360 reporting dashboard. You must assign them to more than one group. Learn more about these permissions and the tasks associated with them. Click Send Invite to save the settings and send notifications to the invited members. Bulk-import members with a CSV file Members with primary admin or 360 admin permissions can invite multiple users all at once rather than adding them one by one. Launch the import CSV window by clicking the Import/Export dropdown and choosing Import CSV. Click Download sample CSV file to download the template. Fill in the details using Google Sheet or MS Excel and save the file. Go back to the import CSV window and click choose a file and select the updated CSV file, or drag and drop the file in the center of the window. Click Upload to complete the process. After uploading a CSV file, invited users appear in the Invite tab. If there are errors in the CSV file, an option to download an error report displays. Click the Download file button to download the report and find out how to fix the issues. New users receive an email invitation with instructions to create an Articulate ID. 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: Watch this video overview of all the Articulate 360 apps and resources. Install the Articulate 360 desktop app. Install the desktop-authoring apps, such as Storyline 360 and Studio 360. Learn how to use the web apps, such as Rise and Articulate Review. Manage your profile, account, and preferences. Get answers to common questions in these Articulate 360 FAQs. Invitations Expire After 90 Days Invitations for users to join your Articulate 360 team auto-expire after 90 days if they aren't accepted, making team management easier and freeing up licenses for other users. Learn more. Manage Permissions To modify a team member’s permission, follow these steps: Click their name from the list to launch the Edit permissions sidebar. Members with primary admin or 360 admin permissions can update multiple users at once by selecting the checkboxes beside their names. Enable or disable the available permissions as needed. Refer to the permissions table above for reference. Click Save at the bottom of the sidebar to complete the process. Note: Disabling or removing creator permissions will prompt you to transfer that team member’s content to another team member: Click the Transfer to field to select a creator or yourself as the new owner of the removed user's shared content. You can type the first few letters of the receiver’s name to filter the list. If the person you want to transfer content to does not have creator permissions yet, assign creator permissions first before removing the old user. You can transfer content to them when they sign in and accept the creator permissions. If there are no available licenses for the new user, read this article for workaround options. Select or deselect the Include personal content checkbox to choose whether or not to also transfer their personal content. Learn more about managing content when users leave your team. Remove Members and Manage Creator Content To remove a member from the team, follow these steps: Click their name from the list to launch the Edit permissions sidebar. Members with primary admin or 360 admin permissions can remove multiple users at once by selecting the checkboxes beside their names. Note that content from selected users with creator permissions may only be transferred to one member. Click the Remove from 360 link at the bottom. If the team member had creator permissions, click the Transfer to field to select a creator or yourself as the new owner of the removed user's shared content. Select the Include personal content checkbox to also transfer their personal content. You can type the first few letters of the receiver’s name to filter the list, as shown below. If the person you want to transfer content to hasn’t joined the team yet, invite them to the team and assign creator permissions first before removing the old user. You can transfer content to them when they accept your invitation to join the team. If there are no available licenses for the new user, read this article for workaround options. Select or deselect the Include personal content checkbox to choose whether or not to also transfer their personal content. Learn more about managing content when users leave your team. Click Remove user. Download Team Member Info Members with primary admin or 360 admin permissions can export a CSV file with permissions and group information about team members and invited users. Here’s how: Click the Import/Export dropdown and choose Export CSV. Download the CSV file and open it in your favorite text editor or spreadsheet app. The following information displays for each member: Column Description Email address User’s Articulate ID Status Active: Invitation accepted Pending: Invitation not yet accepted Localization permissions X: Can run translations 360 group Lists the groups the user belongs to Manage 360 role Admin Group manager Managed 360 groups Groups that the user can manage (only applies to those with group manager permissions) Reach role Admin Manager Reporter Last login Timestamp in UTC Manage Creator Groups Now that we’ve explored the People tab, let’s move on to the Groups tab, where you can organize your creators into groups. These groups can be organized by department, location, or any other classification that will allow easy delegation of management tasks to group managers. Members with primary admin, 360 admin, and group manager permissions can add users to groups by assigning the group when they invite users to the team. They can also can move group members between groups to which they have access. Here’s how: Hover the mouse over the group member you want to move. Choose Move to group to display a list of available groups. Select a new group for the member. Members with primary admin or 360 admin permissions have additional capabilities. They will see all the groups, including an “Ungrouped group”—team members who have not been assigned to a group. Primary and 360 admins can do the following tasks from the Groups tab using the directions in the table below: Task Steps Create new groups Click New Group Enter a name for the new group in the Group name field on the sidebar. Enter the number of licenses you want to assign in the ”Assign licenses to group” field. The number of available licenses displays below the field. Click Save. Rename groups Click Edit group beside the name of the group you want to rename. Enter a new name in the “Group name” field on the sidebar. Click Save. Update group licenses Click Edit group beside the name of the group you want to update. Enter a new number in the ”Assign licenses to group” field in the sidebar on the right. The number of available licenses displays below the field. Click Save. Delete groups Click Edit group beside the name of the group you want to delete. Click Remove group at the bottom of the sidebar. Choose Yes, Delete when prompted. Move to Ungrouped Hover the mouse over the group member you want to move to Ungrouped. Choose Remove from group to move the member to the Ungrouped list. Monitor and Manage Invites Now that we’ve investigated the People and Groups tabs , let’s move on to the Invites tab. Switch to the Invites tab to see the following: Email addresses of the users who haven’t accepted or declined the invite Permissions assigned to each invited user The member who invited them The date the invite was sent and when it will expire Invited users receive an email notification when they’re first added to the team and when they’re assigned creator permissions. They must log in to https://id.articulate.com/redirect/account to accept the invitation and join the team, but they also have the option to decline the invitation. Team members with primary admin, 360 admin, group manager, and Reach admin permissions have additional options within the Invite tab, as described below: Members with primary admin and 360 admin permissions can manage all pending invites. Members with group manager permissions can only manage pending Create permission invites for their assigned group. Members with Reach admin permissions can only manage pending Distribute permission invites for Reach 360. Depending on their permissions, admins can do the following tasks from the Invites tab using the directions in the table below: Task Steps Resend invite Hover the mouse over the user invite to resend. Choose Resend. Cancel invite Hover the mouse over the user invite to cancel. Choose Cancel. Note: Members with group manager permissions can only cancel Create permissions invites. Reach admin permissions only allow the member to cancel Distribute permissions invites.Storyline 360: Choosing Player Colors, Fonts, and Button Styles
Personalize the player frame around your slide content with colors and fonts that complement your course design or match your brand. And if you’re using the modern player, you can also choose a button style—icons, text, or both icons and text. Choose Colors, Fonts, and Button Styles for the Modern Player Choose Colors and Fonts for the Classic Player Choose Colors, Fonts, and Button Styles for the Modern Player Here’s how to customize colors, fonts, and button styles for the modern player: Go to the Home tab on the ribbon and click Player. When the player properties appear, make sure the Player Style is set to Modern. (Learn more about choosing a player style.) Click Colors & Effects on the ribbon, then choose your colors, fonts, and button styles. Customize Player Features Player Theme: Select the built-in Dark or Light player theme with predefined neutral tones when you want your content to be the focus of learners’ attention. Select the Custom option to create your own player theme with colors that match your brand or course design. Page Background Color: When you lock the player size or turn off menus and controls, you’ll have an option to customize the page background color that learners see around the outside of your course. Accent Color: Choose an accent color from the color selector (the default accent color choices come from your theme colors). The accent color is used throughout the modern player to tie it all together. For example, the accent color highlights the current slide in the menu, identifies the selected tab in the sidebar, and shows the progress of the seekbar. Accessibility Focus Colors: Set two accessibility focus colors—one light and one dark—so the focus indicator is visible on any background. The accessibility focus rectangle lets sighted keyboard-only users see which object is currently selected. Font: Choose a player font and font size for the text that appears throughout the player, including the course title, the menu, and navigation buttons. The size percentage defaults to 100%, but you can choose any percentage between 75% and 200%. If your course has video transcripts, the font and font size you select for all player elements also applies to transcript text. Navigation Buttons: By default, navigation buttons display both icons and text—i.e., arrows and text for previous and next buttons as well as text and check marks for submit buttons. You can switch to just icons or text instead. (Navigation buttons will always be icons on smartphones due to the limited screen space.) Tip: To customize the text for navigation buttons, edit the text labels in your player properties. Customize Closed Captions Change the foreground and background colors of your closed captions. Turn the text shadow on or off to improve caption readability when using certain text and background color combinations. Choose a caption font and font size. The size percentage defaults to 100%, but you can choose any percentage between 75% and 200%. Position captions at the bottom or top of the slide. Choose Colors and Fonts for the Classic Player Note: Classic player colors and fonts only work on desktop and laptop computers—except the captions font, which works on all devices, including tablets and smartphones. Explore this interactive demo to know which classic player properties work on mobile devices. Here’s how to customize colors and fonts for the classic player: Go to the Home tab on the ribbon and click Player. When the player properties appear, make sure the Player Style is set to Classic. (Learn more about choosing a player style.) Click Colors & Effects on the ribbon, then choose your colors and fonts. Choose a Color Scheme Choose a built-in color scheme or a custom color scheme that you previously created from the Color scheme drop-down list. The preview pane on the right side of the window will automatically update so you can see how your color scheme looks. Create a Custom Color Scheme Here’s how to create a custom color scheme: Click Show advanced color editing to reveal additional color options. Choose the portion of the player you want to customize from the Edit item drop-down list. (Download this job aid to identify which player colors affect each player element.) Use the color selector to choose a new color. (If you see top and bottom colors, it means the item is a gradient composed of two colors.) To apply transparency to the item you're modifying, enter a percentage in the Transparency field. (Transparency isn’t available for all items.) Repeat steps 2-4 for each player element you want to customize. If you change your mind and want to undo the edits you made, click the Reset button (it looks like a window icon with a backward-pointing arrow). Save a Custom Color Scheme to Reuse It in Other Projects By default, a custom color scheme is only stored in the project file you’re currently working on. If you want to reuse a custom color scheme in other Storyline projects, just click the Save button, give your color scheme a name, and click OK. When you save a custom color scheme, it appears in the Color scheme drop-down list so you can apply it to any Storyline course you create. A saved color scheme is stored in the current project file and in the following directory on your computer: %AppData%\Articulate\Storyline\360\Frames\StoryFrame\ColorSchemes Delete a Custom Color Scheme To remove a custom color scheme, select it from the Color scheme drop-down, then click the Delete button. (Built-in color schemes can’t be deleted.) The deleted scheme will no longer appear in your color choices. However, if you delete a color scheme that's applied to another course, it won't be removed from that course; it'll just be stored in that particular project file. Choose a Page Background Color The page background color appears behind your published course. Learners may see this color around the outside of your player frame. And if you made the base of your player transparent, the page background color will show through the player. Use the Page background selector to choose a color. The color palette comes from your theme colors. If you don't see the color you want, click More Colors to enter a custom color value. Select Your Fonts and Set the Font Size Choose a Player font for the text that appears throughout the player, including the course title, the menu, and navigation buttons. If your course has closed captions, you can also choose a Captions font. And you can increase or decrease the font size for all player elements and closed captions as a single unit by adjusting the Player font size percentage. It defaults to 100%, but you can choose any percentage between 75% and 200%.Rise 360: Add Text, Tables, and More
Rise 360 blocks are essentially templates, so adding content is as easy as plugging it into placeholders. For every lesson, you can edit the lesson title and show or hide the author. Then you can fill out blocks with text, tables, math equations, and more—or use AI to help generate content. Here are tips for working with text-based content. Text Tables Math Equations Quick Insert Text Type your text in the web interface or copy text from external sources and paste it into Rise 360. You can also generate text using the Write with AI quick insert command. In most lessons, you can add and edit text in the body of the main window. In some cases, you use the sidebar—for example, adding marker text in the sidebar for labeled graphic blocks. Text Formatting Format text by selecting it and choosing formatting options from the floating toolbar that appears. Icon Function Edit with AI Launch AI Assistant to edit the current text selection. Bold, Italic, Underline, Strikethrough Click to apply bold, italic, underline, or strikethrough formatting Subscript, Superscript Apply subscript or superscript formatting Font Size Select a font point size from 6-144pt or enter a specific size. Default text size for non-heading content in Rise is 17pt. Line Height Select spacing between lines from 1 to 4. Letter Spacing Select spacing between letters from -2 to 10. Color Select or enter a HEX code for the font or background color. URL Click, enter a URL, and click Insert to add a hyperlink to the selected text. Paragraph Format Select a heading style or apply normal text formatting Align Select text alignment for the entire paragraph. Ordered List, Numbered List Convert the selected paragraph into a numbered or bulleted list. Bullet Styles Select the color and adjust the size of list bullets and numbers. Decrease Indent, Increase Indent If available, decrease or increase the indent of the entire paragraph. Math Equation Insert a math equation using the built-in LaTex editor. Select All Select all text in the current paragraph. Clear Formatting Clear all formatting from the currently selected text. Undo, Redo Undo or redo the last formatting action. The following keyboard shortcuts are also available. Key(s) Function Ctrl+A Select all Ctrl+B Bold Ctrl+I Italicize Ctrl+K Hyperlink Ctrl+S Strikethrough Ctrl+U Underline Ctrl+Z Undo Ctrl+Shift+Z Redo Ctrl+[ Decrease indent Ctrl+] Increase indent When you paste text, Rise 360 retains the source formatting. To paste your text without formatting, use the keyboard shortcut Ctrl+Shift+V. You can also restore the default Rise 360 formatting to pasted text by selecting it and clicking the Reset icon. Tables Tables make organizing and presenting complex data easy. To get started, add a table using a table block or quick insert when it’s available. You can also select text and have AI Assistant convert it into a table automatically via the command on the formatting toolbar. Math Equations Enter math equations using Rise 360's built-in LaTex editor via the text formatting toolbar or quick insert. Quick Insert Available in the sidebar and main window of most blocks that support text, quick insert lets you add tables, lists, and math equations to blocks with a single click. On a blank line, click Quick Insert (+). Select Insert Table, Unordered List, Ordered List, or Math Equations from the row of icons.Storyline 360: Setting Storyline Options
Here’s how to change your Storyline 360 settings, including auto-recovery, spell-checking, and more. Opening the Storyline Options Window Setting General Options Setting Spelling Options Setting Dictionary Options Managing Custom Dictionaries Setting AutoCorrect Options Changing the Interface Language Turning Optional Features On and Off Opening the Storyline Options Window Go to the File tab on the Storyline ribbon and click Storyline Options. The following window displays, allowing you to adjust the options described below. Setting General Options Use the General tab of the Storyline Options window to adjust these settings: Save AutoRecovery information every ___ minutes Mark this box to recover your work if you experience a power outage or the app shuts down unexpectedly. Storyline 360 automatically saves a copy of your project at the specified interval (after you’ve saved it at least once). The default interval is every 10 minutes, but you can enter any whole number between 1 and 120. If Storyline 360 closes unexpectedly, you’ll be prompted to recover your project the next time you open it. Disable hardware graphics acceleration Hardware graphics acceleration is enabled by default to give authors a better experience when creating 360° image interactions. You can deactivate it by marking this box. Enable screen reader support during preview Screen reader support during preview is turned off by default to improve stability. You can enable it by marking this box. Reset "Don't show again” prompts For some actions, such as deleting audio, Storyline 360 displays a confirmation prompt with an option to "Don’t show again" or "Don’t ask again." If you mark the box, Storyline 360 will no longer display the confirmation prompt when you perform the same action later. To turn all the confirmation prompts back on, click Reset "Don’t show again” prompts. Setting Spelling Options On the General tab, click Spelling Options to set your preferences for the spell checker and dictionary. Keep in mind that the preferences you set here will also impact other Articulate products that are installed on the same computer. Hide spelling errors This hides the wavy red lines that appear under misspelled words. (When you run a spell check, the misspelled words will still be caught.) If you choose to make the wavy red lines visible, you can right-click any misspelled word for a list of suggested spellings. Ignore words in UPPERCASE Words with all capital letters won’t get spell checked. Ignore words with numbers Words that contain numbers won’t get spell checked. Ignore Internet and file addresses Website URLs, email addresses, and file paths won’t get spell checked. Ignore capitalized words Words with initial capital letters won’t get spell checked. Ignore words with mixed case Words that contain both uppercase and lowercase letters won’t get spell checked. Ignore HTML markups Words with HTML tags won’t get spell checked. Allow accented words Words with accented letters won’t get spell checked. Report doubled words Instances of the same word appearing one after the other will get flagged during spell check. Suggest split words If a misspelled word appears to be two separate words, Storyline 360 will suggest splitting them apart. Phonetic suggestions If a misspelled word resembles the phonetic spelling of an actual word, Storyline 360 will provide suggested corrections. Typographical suggestions During spell check, Storyline 360 will provide suggested corrections that are typographically similar to the misspelled word. For example, if you type "potatoe" the words "potatoes" and "potato" will be suggested. Case sensitive This enables Storyline 360 to distinguish words based on the case patterns of their letters. Auto correct This enables Storyline 360 to dynamically correct misspellings as you type. If you mark this box, you can also click the corresponding Options button to customize your autocorrect dictionary. View the section below on Setting AutoCorrect Options for details. If you change your mind about your choices on this window, you can switch back to the default settings by clicking Restore Defaults at the bottom of the window. Setting Dictionary Options Use the dictionary options at the bottom of the Spelling Options window to switch the spell checker to a different language and to manage your custom dictionaries. Use the Main Dictionary Language drop-down to choose the dictionary you want to use for spell checking. Click Custom Dictionaries to add, modify, or remove a custom dictionary. Custom dictionaries supplement your main dictionary with additional words that you don’t want Storyline 360 to flag during spell checks, such as names, industry-specific words, technical terms, and alternate spellings. Managing Custom Dictionaries When you click Custom Dictionaries on the Spelling Options window (see above), the following window appears. Modify a dictionary Select a dictionary from the list and click Modify. A window appears where you can add or remove words for your custom dictionary. To add a word, type it in the Word field and click Add. To remove a word, select it and click Delete. Click OK when you’re done. Change the default dictionary To set a custom dictionary as the default, choose a dictionary from the list and click Change Default. Create a new dictionary Click New. Type a name for your new dictionary and click Save. The new dictionary will appear in your dictionary list, and you can add words to it as needed. Import a custom dictionary Import a custom dictionary you receive from someone else. Click Add, browse to the *.dic file, and click Open. The dictionary will appear in your dictionary list, and you can modify it as needed. Remove a dictionary Select the dictionary you want to remove and click Remove. This doesn’t remove the *.dic file from your hard drive, but it does remove it from your dictionary list in Storyline 360 and other Articulate apps. Setting AutoCorrect Options The autocorrect options let you choose which misspellings Storyline 360 will automatically fix for you. To edit your autocorrect options, open the Storyline Options window, select the General tab, and then click AutoCorrect Options. When the AutoCorrect window appears, you can turn the entire feature on or off by marking/unmarking the Replace text as you type box. When it’s enabled, Storyline 360 will replace misspelled words from the left-hand column with the corresponding text from the right-hand column as you type. Here’s how to customize it: To add a word to the list Type the word you want to add in the Replace field. Type the word you want to replace it with in the With field. Then click Add. To remove a word from the list Select the word you want to remove and click Delete. To change the replacement text Select a word in the left-hand column, then type the text you want Storyline 360 to replace it with in the With field. Then click Replace. Click OK when you’re done managing your AutoCorrect options. Changing the Interface Language You can localize the Storyline 360 interface in English, French, German, or Spanish. The language setting is located in the Articulate 360 desktop app that runs in your computer’s system tray (next to the clock). View this article for details. Turning Optional Features On and Off When Storyline 360 has optional features, you can use the Features tab on the left side of the Storyline Options window to turn them on and off. Productivity. You can switch between the enhanced Word translation workflow and the legacy Word translation workflow. Either check or uncheck the box to Use the enhanced Word translation workflow and then click OK. It's that easy! Text. To enhance accessibility, use upgraded text for new projects. Upgraded text is selected by default, but you can uncheck this box if you prefer. In-app notifications. In-app notifications, including pop-up notifications for background processes such as AI caption generation, are also enabled by default. Uncheck the box if you prefer not to show notifications. Closed Captions. Check this box to allow AI Assistant to automatically generate closed captions when you import media without them.Storyline 360: Adding Audio
In this user guide, we'll explore several ways to add audio to Storyline 360 courses. Choosing Default Playback and Recording Devices Importing Audio Files Recording Narration Converting Text to Speech Adding Background Audio Controlling Background Audio With Triggers Using the Background Audio Volume Variable Importing Slides from Other Content Sources Making Audio Accessible Create Sound Effects with AI Assistant Add a layer of realism to your audio content with AI-generated sound effects. Learn how to use AI Assistant to level up your course authoring game. Choosing Default Playback and Recording Devices Before you import or record narration, you'll want to choose your default playback and recording devices. Go to the Insert tab on the Storyline ribbon, click the Audio drop-down arrow, and choose Options. Select a speaker for your default playback device. Select a microphone for your default recording device and set your recording volume. Click OK to save your changes. Importing Audio Files First, do either of the following: In Slide View, go to the Insert tab on the ribbon, click the Audio drop-down arrow, and select Audio from File or Media Library. Or, simply drag an audio file from your computer and drop it on your course slide. In Form View, go to the Question tab on the ribbon, click the Audio drop-down arrow, and select Audio from File or Media Library. Browse to the audio file you want to insert and click Open. Storyline 360 supports these file formats: AAC AIF AIFF M4A MP3 OGG WAV WMA Tip: If you import an audio file without captions, AI Assistant prompts you to generate them automatically. Click Generate Captions to create captions for your audio. To generate captions automatically next time, check the box to Remember my choice for future imports. You can adjust this preference anytime from the Features tab on the Storyline Options window. Recording Narration First, do either of the following: In Slide View, go to the Insert tab on the ribbon, click the Audio drop-down arrow, and select Record Mic. In Form View, go to the Question tab on the ribbon, click the Audio drop-down arrow, and select Record Mic. The Record Microphone window opens. If you have a script you want to use, click the Narration Script button, which reveals the text from the Notes panel. (Learn more about adding slide notes.) When you're ready to begin recording, click the red Record button. When you've finished recording, click the Stop recording button. You can preview your recording using the Play/Pause and Rewind buttons. If you need to record your narration again, just click the Record button to start over. If you want to delete your narration altogether, click the Delete button. If you change your mind about recording narration and would prefer to import audio instead, click the Import audio file button. Browse to the audio file you want to insert and click Open. If you want to edit the audio you just recorded, click the Edit audio button to launch the built-in audio editor. Learn more about editing audio. Click the Save button to add the newly recorded audio to your project. (Also, be sure to save your overall project file to retain the changes you just made.) Converting Text to Speech Speed up course development by converting text to speech right in Storyline 360. For example, use the text-to-speech feature to quickly narrate a course for stakeholder review or to localize narration in different languages. You can even choose the voice and language to make sure every word sounds right. In Slide View, go to the Insert tab on the Storyline ribbon, click the Audio drop-down arrow, and choose Text-to-Speech. When the Insert Text-to-Speech window appears, select a Language from the first drop-down list. This ensures that your words are spoken with the correct pronunciations. Then choose a Voice from the second drop-down list. You can hear what a voice sounds like by clicking the Preview Voice button next to the list. Type or paste your script into the text-entry field. Or, if you want to use your slide notes as your script, just click the Copy from Slide Notes button. Tip: You can convert up to 10,000 characters at a time. If your script is longer than that, break it into smaller chunks and generate more than one text-to-speech audio clip. Then place the audio clips back to back on the timeline so they play in sequential order. If you'd like to add closed captions to your text-to-speech narration, mark the Generate Closed Captions box in the upper right corner. Learn more about text-to-speech closed captions. Click Insert to complete the process. Storyline 360 will convert your text to narration, and it'll appear as an audio clip on the slide's timeline. The conversion process is fast, but lengthy scripts will take longer to convert. Learn more about working with text-to-speech narration. Adding Background Audio Set the right tone for your course with a background playlist that keeps learners engaged. Learners can toggle background audio on and off as they prefer. Here's how to add background audio to your course. Go to the Insert tab on the Storyline ribbon and click the Audio drop-down arrow. Then hover over Background Audio and choose Create Playlist. When the Background Playlist window appears, click the plus sign drop-down arrow, and select Audio from File or Media Library to upload your audio. Learn more about background audio. Controlling Background Audio With Triggers As of November 2023, you can control the background audio for each slide using triggers to play, pause, or stop the playlist. For example, you might want the audio to play when learners click a button. Here's how to create a background audio trigger. After you've added background audio, click the Create a new trigger icon in the Triggers panel, or go to the Insert tab on the ribbon and click Trigger. Select a media action (play, pause, or stop), then fill in the related parameters, such as the playlist and object. Choose when you want the action to happen. Optional: You can add conditions to your trigger so it only occurs in certain circumstances. Note: If you pause or stop the background audio and then jump to another slide, the background audio won't play on that slide. If you want the background audio to play on another slide, create a trigger that plays the background audio when that specific slide's timeline starts. Using the Background Audio Volume Variable As of November 2023, you can customize the background audio experience even further. Fine-tune the volume with this built-in percentage-based variable: Player.BackgroundAudioVolume : The volume of the background playlist in percentage Using the background audio volume variable is easy—it works like any other variable in Storyline 360. Learn more about working with variables. Importing Slides from Other Content Sources When you import slides into Storyline from Microsoft PowerPoint, Quizmaker, or other Storyline projects, audio resources from the external content are also imported and available for editing. You can also import Engage interactions, but their audio resources can't be edited in Storyline 360. Making Audio Accessible Audio accessibility helps make learning inclusive and understandable for everyone—especially for those who are deaf or hard of hearing, have cognitive disabilities, or don’t speak the course language fluently. The following tips can boost your audio accessibility: Enable playback speed control. Let learners explore content at their own pace with an adjustable playback speed. They should be able to slow down or speed up audio as needed. (1.4.2 Audio Control). Use closed captions. More learners can fully engage with and comprehend audio content when you provide closed captions. And in Storyline 360, you have options! You can import captions, create your own, or let AI Assistant generate them for you automatically. Position captions at the top or bottom of your slides and customize the foreground and background colors to maximize readability. (1.2.2 Captions [Prerecorded]). Provide text transcripts for audio content. Include spoken dialogue, speaker identification, and meaningful non-speech sounds so all learners can fully access and understand the audio. To display transcripts, you can use text boxes, layers, markers, or slide notes (1.2.1 Audio-only [Prerecorded]). Keep your language simple. Use plain language in your audio content and descriptions. Straightforward and clear language helps your audience easily read and understand the information. Reduce distractions. Enable the background audio toggle to give learners the option to mute any background tracks. This helps learners stay focused and lets assistive technologies navigate content more effectively. The “Lower background audio volume when slide audio plays” setting is enabled by default to support accessibility. (1.4.2 Audio Control) You Might Also Want to Explore: Editing Audio Using the Audio Tools
