Articulate 360: Managing Your Profile and Account
Manage your Articulate ID profile and Articulate 360 subscription, team, and add-ons conveniently in one place. Access your Account Management Console in any of the following ways: Sign in directly to https://id.articulate.com/redirect/account. 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. Alternatively, you can sign in directly to the region you want to manage: U.S.: https://account.articulate.com/ EU: https://account.eu.articulate.com/ Note: To switch between regions, sign out of the current region, sign back in, and select the appropriate region. From the Articulate 360 desktop app, click the drop-down arrow in the upper right corner and choose Profile & Account. This will launch your Articulate 360 account in your default web browser. From your Articulate 360 home page or any of the web apps, click your avatar in the upper right corner and choose Account. The Your Profile page launches by default with account management tabs on the left side of the screen. Access to certain tabs will vary depending on your subscription plan, user role, and whether Reach 360 is activated for your account. The table below shows the tabs available to Articulate 360 Teams and Articulate 360 personal accounts. Click the links for details on each tab. Articulate 360 Teams Articulate 360 Personal Your Profile Manage Team/Team Info Manage Subscription Manage Reach 360 Billing Articulate 360 Reach 360 Support Your Profile Manage Subscription Billing Articulate 360 Support Your Profile Manage profile details, including your: Name Organization Country Phone number Preferred language: This sets the language for account management. To change the interface language for desktop apps, check out this article. Password: If single sign-on (SSO) is enabled for your team, passwords are managed by your organization. Here’s how to sign in with SSO. Email preferences: Click Manage to update your email subscription status. If you opt out on this page, you’ll also unsubscribe from E-Learning Epiphanies. You can subscribe or choose how often you receive E-Learning Epiphanies emails here. Articulate 360 Teams: This option will appear only if you are an admin of more than one Articulate 360 Teams subscription. You can switch between teams by clicking View and choosing another team from your list. (Note: If you have subscriptions in both the U.S. and EU data centers, you must sign out of the current region, sign back in, and select the appropriate region to switch between subscriptions.) Note: Be sure to click Save when you're done editing your profile. Manage Team Articulate 360 Teams account owners and admins use this page to manage users and seat assignments. (Non-admins can refer to the Team Info tab). This tab displays your: Team name Subscription number: a unique reference number for your current subscription (ex. SUB-#### or ART-####) Subscription renewal date Account owner Seats tab Admins tab Three interactive areas appear on the screen: the team name, the Seats tab, and the Admins tab. Below is a description of each. Team name If you're the account owner or an account admin, you can change the team name by clicking it and choosing Edit team name from the drop-down list that appears. If you belong to more than one team, you can switch between your teams by clicking the team name and choosing Switch Team from the drop-down list that appears. (Note: If you have subscriptions in both the U.S. and EU data centers, you must sign out of the current region, sign back in, and select the appropriate region to switch between subscriptions.) Learn more about naming, renaming, and switching between teams. This name will be used across your Articulate 360 subscription. For example, authors from other subscriptions will see your team name under External Connections when you add them as Rise 360 collaborators. Seats tab See the total number of seats available for your team and how many seats are currently unassigned. Add users to your team by entering their email addresses in the user grid and clicking Invite. (An email icon appears in the Status column for invited users. When they accept your invitation, their status will change to a green circle with a check mark.) You can also resend invites when the email bounces back. Delete a user from your team by hovering over their email address, clicking the X that appears at the end of the row, and clicking Remove. You get to choose what happens to the user's data when they're removed from your team. Create a user group by clicking New Group on the upper right. Then, enter a group name and choose how many seats to assign to the new group. Learn more about managing groups. Click the Upload a CSV to invite multiple users all at once Download a CSV gives you a list of current seatholders. Articulate Localization Seatholders who can initiate translations in Rise 360 and Storyline 360 have a green circle with a check mark under the Localization column. By default, newly added seatholders will not have translation access even if they were previously part of the team. If you need to grant or remove translation access, click the Manage Localization Access button to launch the window, as shown below. Select or deselect the checkbox beside the seatholder name, and then click Save to confirm. Seatholders without access can’t initiate a translation, but they can access all other features, such as managing and publishing multi-language courses. Admins tab Add admins to your team by entering their email addresses in the admin grid and clicking Invite. (An email icon appears in the Status column for invited users. When they accept your invitation, their status will change to a green circle with a check mark.) You can also resend invites when the email bounces back. Check out this user guide to learn more about managing your team. Team Info Articulate 360 Teams seatholders who aren't account owners or admins see the Team Info tab, which displays the following: Team name Subscription number Subscription renewal date Account owner List of admins for the team List of all team members Manage Subscription The appearance of this page varies depending on whether you have an Articulate 360 teams or personal subscription, as shown below. Articulate 360 Teams Articulate 360 Personal Articulate 360 Teams Articulate 360 Teams account owners and account admins can use this page to: Modify the team name. (Click the current name, type in a new name, and choose Save.) Monitor Articulate 360 seats and Reach 360 active learners. Generate a PDF quote document to see the price for adding seats or upgrading to Articulate 360 AI. Upgrade to Articulate 360 AI or start an AI Assistant trial if you haven’t tried it. View the team's translation usage and upload a glossary with Articulate Localization. If they haven’t tried our localization solution, they’ll see a Start a Trial button. Activate or deactivate Reach 360. (Learn more about Reach 360 activation.) Upgrade or modify a Reach 360 Pro plan. Articulate 360 Personal Account owners can also use this page to modify the subscription plan name by clicking the current name, typing in the new name, and choosing Save. They can also upgrade to Articulate 360 AI or generate a PDF quote document to see the price for upgrading. If subscribed to Articulate Localization, they can view their translation usage and upload a glossary. If they haven’t tried our localization solution, they’ll see a Start a Trial button. AI Assistant Free Trial Access When you sign up for a free 30-day trial of Articulate 360, AI Assistant is automatically enabled for your subscription. However, you or an admin can disable AI Assistant at any time by navigating to the account management console and selecting Manage Subscription. In the AI Assistant section, toggle the Free Trial setting. Confirm by clicking the Disable button in the pop-up screen that displays. Note: The AI Assistant trial is active only for the length of your free trial, even if disabled. Existing customers who are eligible to try AI Assistant can get a 14-day trial by clicking the Start a Trial button. Manage Reach 360 If Reach 360 is activated for the subscription, Articulate 360 Teams account owners and account admins can manage Reach 360 admins, managers, and reporters directly in Reach 360 or from this tab. Learn how below. Add Admins Add admins by clicking the Add Reach User button and typing in their email address. Then, select Admin from the role dropdown and click the Add User button. Add Managers Add managers by clicking the Add Reach User button, typing in their email address, and selecting Manager from the role dropdown. Click the Assign Manage Groups button to choose at least one Reach 360 group, then click the Add User button. Add Reporters Add reporters by clicking the Add Reach User button, typing in their email address, and selecting Reporter from the role dropdown. Click the Assign Manage Groups button to choose at least one Reach 360 group, then click the Add User button. Admins can manage all learners, training settings, and more in Reach 360, managers can only manage groups to which they're assigned, while reporters can access the reporting dashboard. Learn about user permissions in Reach 360. Note: If the Reach 360 user you added is a part of the Articulate 360 team, they're accepted automatically, and their status becomes a green circle with a check mark. Users outside the team have an envelope icon status until they accept the invite. Hover over their name and click Resend when you need to send the invite again. They must sign in with an Articulate ID to accept the invite and access Reach 360. Remove users by hovering over their name, clicking the trash icon that appears, then clicking the Delete button. Reach admins can't remove themselves or the account owner. Click the user's name to change their role or modify the groups they manage. Then select Save to confirm the changes. Use the Search field to find specific users on the list. If a Reach 360 admin manages multiple subscriptions, add them as Articulate 360 admins to let them switch between teams. Billing Only the account owner—the person who purchased the subscription—can see the Billing tab to manage payments and additional purchases. Note that account owners who subscribed through a global reseller may not see this tab and should contact their reseller with billing concerns. The Billing tab allows you to: See the team name, subscription number, subscription renewal date, and the total price per term at the top of the screen. Generate a PDF quote document to see the price for upgrading to Articulate 360 AI. Upgrade to Articulate 360 AI by clicking Upgrade to AI. Click Download W9 if you need a copy (for U.S. customers). Manage payment methods by clicking Update and entering new payment details. See the organization address that's linked to the subscription. Contact biz@articulate.com if you need to change it. This address determines taxation and may differ from the billing address, which we use for payment validation. View billing history. Download a PDF copy of your invoice by clicking Invoice beside any billing event. Articulate 360 Teams account owners can also: Switch between multiple teams (if they own more than one) by clicking the organization name and choosing Switch Team from the drop-down list that appears. (Note: If you have subscriptions in both the U.S. and EU data centers, you must sign out of the current region, sign back in, and select the appropriate region to switch between subscriptions.) Generate a PDF quote document to see the price for adding seats. Purchase additional seats for a team subscription by clicking Buy More Seats. Details here. Articulate 360 Click this tab to jump to your Articulate 360 dashboard. Reach 360 If you’ve activated Reach 360, you can launch it from this tab to quickly deliver training to your learners. Support Use the Support tab to: Access the Articulate knowledge base Ask questions in the community forums Contact Articulate Support Request new features3 Ways to Track & Display Learner Progress with Storyline 360
You’ve been asking for a simple way to track and display learner progress in your Storyline 360 courses, and we heard you! With the new slide numbers feature, you can easily insert progress indicators so that learners know exactly where they are in your course. One thing I love about this feature is that there are so many different options for displaying learner progress. Let’s take a closer look at a few of my favorites. Slide Numbers The most common way to let learners know where they are in your course is by showing them how many of the total number of slides they’ve completed, as shown in the screenshot below. The best part about it is that Storyline 360 calculates the slide numbers automatically, whether your course is linear or not. See for yourself in this example. Percent Complete Another way to let learners know how they’re progressing through your course is by showing them the percent of the course they’ve completed, like you see in the screenshot below. And just like the slide numbers, Storyline 360 calculates this percentage automatically. All you have to do is decide where you want it to appear in your course. It’s so easy! Check out this example to see how it works. Visual Progress Meters You don’t have to display the actual slide numbers or percent complete to make good use of this feature. You can also use it to create a custom visual progress meter, as pictured below. Thanks to the prebuilt variables available in this feature, it’s easier than ever to create a personalized progress meter. Take a peek at this example to see one way to do that. Learn More Ready to take this new feature for a spin? Here’s a tutorial that’ll teach you how to set it up, step by step. If you don’t have an Articulate 360 subscription, you’ll want to snag a free 30-day trial first. And of course, be sure to come back to E-Learning Heroes regularly for more helpful advice on everything related to e-learning. Questions? Comments? Let me know in the comments section below.Introducing the Articulate Beta Program
We’re committed to delivering you more value, more often—which is why we’re excited to introduce Articulate’s new beta program! Here’s what you need to know. What Is It? The beta program gives you—our customers—the chance to explore and offer feedback on experimental features across Articulate 360 apps. That way, you can help shape and enhance these features to truly fit your needs. How Do I Participate? If you have an Articulate 360 account, you’re automatically included in this new program! We’ll add beta features to our apps during updates and mark them with a Beta badge. From there, simply try them out and give us feedback via in-app surveys or in our E-Learning Heroes community. If you’ve been paying close attention, you might have noticed that we already have a few beta features: Team Folders in Review 360—lets multiple authors publish a course to the same Review 360 link, so you never lose track of your comments. Request Review—allows users to request and track reviews all within Review 360. Integrated comments—lets reviewers browse, reply, and resolve feedback directly in Storyline 360 and Rise 360. Note that since features in beta are still evolving, they’re subject to changes in scope, pricing, and packaging, or discontinuation. Wrap-Up With incremental value, delivered more frequently—and with your helpful feedback—we hope to build products that meet your needs. Want to see how your voice can make a difference? Check out this update we’re releasing based on customer feedback: 11 New Articulate 360 Features To Celebrate. And if you’re not an Articulate 360 subscriber, you can start a free 30-day trial for access to the beta program.Storyline 360: Choosing Player Features
Storyline 360 lets you choose which features and controls are included on your course player. You can add navigation buttons, a seekbar, a menu, and much more. To customize your player, go to the Home tab on the ribbon and click Player. When the player properties appear, the Features button will already be selected on the ribbon. Just choose the options you want, as described below. When you make changes on the left side of the window, the preview area on the right will update to reflect your choices. Why are the features grayed-out? When the Menus & Controls option on the ribbon is turned off, most player features are automatically disabled and grayed-out. Only the course cover photo remains active when menus and controls are turned off. Turning off all player features gives your course a chromeless look, meaning your course won’t have a player at all. Learn more. To enable all features, switch the Menus & Controls option to On. Jump to the following sections in this user guide to learn more about customizing your player features. Choosing Player Tabs Adding Custom Tabs Editing Custom Tabs Removing Player Tabs Rearranging Player Tabs Displaying Different Tabs for Different Slides Turning Off the Sidebar Choosing Features Choosing Player Controls Showing or Hiding Navigation Buttons Turning Off All Player Features for a Chromeless Design Saving Player Changes Choosing Player Tabs Use player tabs to display additional content in your course. Player tabs can be added to the sidebar or the topbar of your course player. Just mark the box for each tab you want to include. Menu Mark this box to add a menu or table of contents to your course. Learn how to customize the menu. Glossary Mark this box to add a glossary to your course player. Learn how to add terms and definitions to the glossary. Notes Mark this box to show your slide notes in the player. Learn how to add notes. Resources Mark this box to give learners supplemental resources. You can add file attachments, links to websites, or both. Learn how to add resources. Adding Custom Tabs In addition to the four built-in player tabs described above, you can also add your own player tabs. Custom tabs can display additional slide content or trigger actions (e.g., exit course). Here's how to add a custom player tab: Click the Add button (it looks like a blank piece of paper) below the list of player tabs. When the trigger wizard appears, fill out the following fields: Name: Enter a name for the tab as you want it to appear in on your player. Alignment: If you’re using the classic player style, use this drop-down list to choose where to display the tab. Choose Topbar Left or Topbar Right. If you’re using the modern player style, you won’t see an alignment field. Topbar tabs always appear on the side of the player opposite the sidebar. Action: Use this drop-down list (and the contextual fields that follow) to define what should happen when learners click your custom tab. For example, if you want to display content in a lightbox, select Lightbox slide, then choose the slide you want to lightbox. Learn more about triggers. When you're finished, click OK. Editing Custom Tabs To edit a custom player tab, just select it and click the Edit button (it looks like a pencil). When the trigger wizard appears, you can change the tab's name, location, and action. See above for details. Built-in player tabs can't be edited, but you can change their names. Learn more about customizing text labels. Removing Player Tabs To turn off a player tab, simply uncheck its box. To permanently delete a custom player tab, select it and click the Delete icon. (Built-in player tabs can't be deleted. They can only be hidden.) Rearranging Player Tabs You can position player tabs in the sidebar or on the topbar. And multiple tabs can be located in each area of the player. For example, you might add the menu and notes to the sidebar, while the glossary and resources are on the topbar. To move a tab from one location to another, select the tab name, then use the Up and Down buttons to move it to a different location on the player. The built-in player tabs can be added to the sidebar or topbar. Custom player tabs can only be added to the topbar. The location of topbar tabs is different in the modern and classic players, as described in this table. Modern Player Classic Player Topbar tabs are always on the side of the player opposite the sidebar. If your sidebar is on the left, your topbar tabs are on the right. And if your sidebar is on the right, your topbar tabs move to the left. And on small screens where there isn’t enough room to display topbar tabs, they’ll collapse into a drop-down menu represented by three dots. Click the dots to see your topbar tabs. You can have topbar tabs on both the right and left sides of the player. On tablets and smartphones, topbar tabs automatically collapse into the responsive mobile player. Click the menu icon (☰) to see your topbar tabs. Displaying Different Tabs for Different Slides By default, player tabs display for all slides in your course, but you can hide built-in player tabs on a slide-by-slide basis. Turning Off the Sidebar You can turn off the sidebar for your entire course or individual slides. You just need to disable the sidebar tabs. And if you're using the classic player style, you also need to turn off the logo. Here are the details. Modern Player Classic Player To turn off the sidebar for an entire course, disable all sidebar tabs or move them to the topbar. If your course has a logo, it won't show when all the sidebar tabs are disabled. To turn off the sidebar for an entire course, disable all sidebar tabs or move them to the topbar, and also turn off the logo. To turn off the sidebar for individual slides, enable the sidebar tabs that you want in the player properties, then disable the sidebar tabs in the slide properties for each slide where you want the sidebar to disappear. If your course has a logo, it’ll disappear on slides where the sidebar is turned off. To turn off the sidebar for individual slides, enable the sidebar tabs that you want in the player properties, then disable the sidebar tabs in the slide properties for each slide where you want the sidebar to disappear. If your course has a logo, it’ll still be visible when the sidebar tabs are disabled. If you want the sidebar to disappear completely, turn off the logo in the player properties. Choosing Features Below the player tabs, you can add a course title, logo, and cover photo. And you can choose where to display the sidebar. Title Mark this box if you want the course title to appear in the top left corner of your player. If you’d prefer not to display a title, uncheck this box. The title defaults to the name of your project file, but you can change it. Just edit the text in the corresponding field. (Changing the title won’t change the name of your project file; it'll only change the title that displays in your published course.) The maximum length for a project title is 80 characters. Sidebar A sidebar will appear in your published course if you include any player tabs in the sidebar or add a logo. If you don’t want a sidebar in your player, turn off all sidebar tabs and the logo. By default, the sidebar appears on the left side of your player, but you can move it to the right side of your player. Choose a location from the Sidebar drop-down. If you’re using the modern player style, you can collapse the sidebar by default, allowing learners to expand it when they need it. Mark the Sidebar starts collapsed box. (This option isn’t available for the classic player style.) Logo To add a logo to the top of the sidebar, mark the Logo box, then use the Click to add a logo link to browse for an image. You can also add alt text to your logo in the modern player so it's accessible to screen readers and other assistive technologies. If the visibility box is checked but there isn’t any alt text, screen readers will read the file name of the logo. If you’d prefer to hide the logo from screen readers altogether, uncheck the visibility box. For the modern player, the maximum height of the logo is 170 pixels. The width varies since the sidebar changes size to fit the learner's browser. Storyline will scale your image to fit the available space. (When you use the modern player, your logo won’t display on smartphones. Nor will the logo show when you disable all the sidebar tabs.) For the classic player, the maximum width of the logo is 200 pixels, and the maximum height is 220 pixels. If your image is bigger than these dimensions, Storyline will scale it to fit. (When you use the classic player, your logo won’t display on tablets and smartphones.) Cover Photo Sometimes it’s helpful to add an image to your course start page—for example, when learners use mobile devices or the first slide has media. You can add a course cover photo in the modern player. Mark the Cover Photo box, then click the + Photo link to browse for an image. Choose the first slide, a media library asset, a Content Library 360 photo, or an image from your computer. Want to see how the image looks? Click the file name link to refresh the preview area on the right. If you prefer the image to fill the player frame, mark the Fill player frame box. Choosing Player Controls In the Controls area of the player properties window, mark the boxes for the controls you'd like to add to your player. Volume This displays a volume controller in the lower left corner of your player when learners view your course on desktop computers. The volume controller won't display on tablets and smartphones since they have their own volume buttons. Search This adds a search field to the bottom of the Menu tab. Learners can use it to search for text in your course. Since the search field is part of the Menu tab, it'll only appear in your published course if you've enabled the Menu tab. Captions This enables the closed captioning button at the bottom of the player. When the closed captioning button is enabled, it'll display when there are captions available on the current slide or layer. If no captions are available, the button will disappear. This is a visual indicator for learners so they know which slides have captions and which don't. When the closed captioning button is visible, meaning there are captions available on the current slide or layer, learners only need to click it to turn the captions on or off. Seekbar This adds an interactive seekbar to the bottom of your player. It's a good visual indicator of each slide's timeline. Use the corresponding radio button to choose how the seekbar behaves: Allow user to drag seekbar: This lets learners drag the seekbar to review content they've already seen or skip ahead. Seekbar is read-only: This locks the seekbar so learners can't rewind or skip ahead. Allow drag after completion: This locks the seekbar the first time learners view a slide. After that, they can drag the seekbar back and forth. We call this the conditional seekbar. Learn more. Pro Tip: By default, the seekbar is enabled or disabled for the entire course, but you can show or hide it on a slide-by-slide basis if you prefer. Play/Pause This option is only available for the modern player style. It adds a play/pause button to the bottom of your player. The classic player style also has a play/pause button, but it’s combined with the seekbar as a single unit. When you enable the seekbar (above), the play/pause button is also enabled. When you disable the seekbar, the play/pause button is also disabled. Playback speed Let learners explore content at their own pace by choosing a course playback speed that's comfortable for them—between 0.25x and 2x. The course playback speed control is exclusive to the modern player style in Storyline 360. Accessibility controls Empower learners to personalize their learning experience according to their needs and preferences. When you enable the accessibility settings menu, a gear icon appears on the player, allowing learners to change the zoom mode, turn accessible text on or off, toggle keyboard shortcuts, and turn background audio on or off. The accessibility controls are enabled by default for new projects. They're disabled by default for existing projects and saved custom players. Learn more about these adjustable accessibility settings. Full-screen Add a player toggle to let learners view courses in full-screen mode. Full-screen toggle is currently exclusive to the modern player in Storyline 360. You can open, edit, and publish project files that use this feature in Storyline 3 and earlier versions of Storyline 360. In Storyline 3, the player returns to the classic style without a full-screen button; the modern player won't have a full-screen button in earlier versions of Storyline 360. Showing or Hiding Navigation Buttons Navigation buttons are automatically added to all slides. By default, content slides have previous and next buttons, and question slides have submit buttons. However, you can show or hide navigation buttons on a slide-by-slide basis. Turning Off All Player Features for a Chromeless Design You can turn off all player features for a chromeless look. Saving Player Changes When you click OK to close the Player Properties window, Storyline saves your player customizations in your project file. If you'd like to use the same customizations in other projects, click Current Player on the ribbon and choose Save. If prompted, enter a name for your custom player and click OK. Learn more about the Current Player options. You Might Also Want to Explore: Interactive Demo: Which classic player features are supported on tablets and smartphones?
