Review 360: Use Comments to Give Feedback
While viewing a Review 360 item, use the sidebar to post feedback and participate in discussions along the way. Learn more about working with comments below. Read Comments Using the Comments Sidebar Using the Feedback Page Post Comments Inserting Emojis Tagging Other Reviewers Adding Attachments Annotating Screenshots (Beta) Edit Comments Delete Comments Resolve and Reopen Comments Export Comments to CSV and PDF Files Disable and Re-Enable Comments Read Comments All reviewers can view comments. You can respond to or otherwise interact with comments using the comments sidebar or the feedback page. Read on to learn about each option. Comments Sidebar Feedback Page Using the Comments Sidebar The comments sidebar is in the default view for Review 360 items. This view allows you to see course content and watch videos. The comments sidebar displays comments for the content that’s currently displayed on the screen. For Storyline and Studio courses, comments are tied to specific slides, so the comments you see in the sidebar change as you move from one slide to another. For Rise courses, comments are lesson-specific, so the comments in the sidebar change as you switch lessons. For video content, all comments display in the sidebar simultaneously, with the newest thread on top. To see a comment in context, click its hyperlinked timestamp to jump directly to that point in the video. Brilliant! Collapse or expand the comment sidebar by clicking the arrow in the upper right corner. Sometimes it’s helpful to collapse the sidebar to have more space to view the content, especially on small screens. Hover your mouse over the edge of the sidebar and click and drag it to adjust the size. Reviewers who sign in with an Articulate ID see helpful badges for unread comments. A blue dot appears next to individual unread comments in the sidebar, and a red badge with the total number of unread comments appears next to the feedback tab at the top of the screen. Mark comments as read by clicking them, replying to them, or using the More (...) icon in the top right corner of the screen to Mark All as Read. Using the Feedback Page Click the Feedback link on the top right to launch the feedback page. This page lets you see all comments for a Review 360 item on one screen. Each thread has a screenshot to show you exactly how the content looked when the first comment was posted. These screenshots let you see feedback in context so you know what changes are needed. Click the screenshots to zoom in and out. You can change how comments are sorted for Storyline, Studio, and Rise courses. Click the sorting dropdown on the top right of the first comment to toggle between slide/lesson order and chronological order. Tips: Video content always displays comments in chronological order, with the newest thread on top. Comments for deleted Storyline 360 slides display below a "Scene not found" section. Post Comments All reviewers can add comments, emojis, @mentions, and attachments, and annotate screenshots. The process is the same for both the review and feedback tabs. Commenting on a Review 360 item is easy. Place your cursor in a comment box or reply field, type your comment or paste text from your clipboard, then press Enter on your keyboard or click the Post button. If you change your mind, click Cancel. When you start a new discussion thread, a screenshot of the content as it currently appears is automatically generated and attached to your comment. If you’re watching a video, the screenshot is captured as soon as you start typing. You’ll see these screenshots on the feedback page. Reviewers who subscribe to all comments will receive email notifications for new comments you post. And when you reply to an existing thread, you’ll see a list of reviewers who will be notified of your comment below the text-entry field. Tip: If you aren’t signed in to Review 360 with an Articulate ID, you’ll be prompted to enter your email address when you click inside a comment field. This allows you to receive notifications when other reviewers reply to your comments. (If you have an Articulate account, you’ll be prompted to enter your password.) Inserting Emojis Give your comments more personality with emojis. If you’re using a device with an emoji keyboard, simply tap the emojis you want to add to your comments. Or, click the emoji icon in the comment field and select emojis from the list. Tagging Other Reviewers Direct your comments to specific reviewers by tagging them. Here are two ways to tag people. Type @ followed by the person’s name or email address. A list of reviewers will appear as you type. Select the person you want to tag from the list. Click the @mention icon in the comment field and choose a reviewer from the list that appears. Who’s included in the @mention pick list? Great question! Everyone who has already commented on the current item appears on the list. And if you’re a member of an Articulate 360 Teams account, all your team members also appear in the list. Adding Attachments Add attachments to comments to keep your team on the same page. Attach images, videos, audio tracks, and more! To add an attachment, click the paper clip icon in the comment field, then browse to the file you want to attach. To download an attachment, just click it and choose where you want to save it. To delete an attachment, hover over it and click the X that appears. (You can only delete attachments that you uploaded.) You can attach up to five files per comment. Learn more about attachments. Annotating Screenshots (Beta) When you want to provide more precise feedback, you can annotate the screenshot that’s included with your comment by starting a new thread discussion. Here’s how: Click the pen icon in the Comment field to take a screenshot. Use the tools in the toolbar at the top. Refer to the screenshot below and the table that follows for more information on each tool. Icon Function Grab Click and drag to reposition the toolbar. Draw Draw freeform lines and choose the stroke width. Rectangle Add rectangles to highlight words or regions and choose the outline width. Arrow Insert arrows to direct focus and adjust the line width as needed. Line Add straight lines and choose the line width. Text Add text for context and labels. Color Select an annotation color from the palette or enter a hex code, and then adjust the opacity as needed. To recolor an annotation: Select it and click the color icon. Clear annotations / Delete selection Remove all existing annotations to start over. To delete an annotation: Select it and click the delete icon or press Delete on your keyboard. Other actions available: Move: Click and drag an annotation to reposition it. Resize and rotate: Click and drag the handles on the selection box of an annotation to adjust the size and rotation. Type your comment, then press Enter on your keyboard or click the Post button. The comment includes an “Annotated screenshot” badge to let others know there’s additional information in the screenshot. Note: Annotated screenshots are not supported for video content. This feature is a beta release. We'd love to hear about your experience to help us determine if it’s solving the right problems. Share your feedback here. Edit Comments All reviewers can edit their own comments. Here’s how. Hover over your comment, click the drop-down arrow that appears, and choose Edit. Change the text, emojis, @mentions, and attachments as needed. See above for details. Press the Enter key or click the Post button to save your changes. Tip: If you don’t see a drop-down arrow when you hover over your comments, you’ll need to sign in to Review 360 with your Articulate ID or click inside a comment/reply field and enter your email address when prompted. Delete Comments All reviewers can delete their own comments. Hover over the comment you want to delete, click the drop-down arrow that appears, and choose Delete. Here are some tips for deleting comments: While all reviewers can delete their own comments, the content owner can delete any comment by any reviewer. When you delete the first comment in a discussion thread, the entire thread gets deleted. You can't restore deleted comments. If you need to refer to a comment later, try resolving it rather than deleting it. If you don’t see a drop-down arrow when you hover over comments, you’ll need to sign in to Review 360 with your Articulate ID or click inside a comment/reply field and enter your email address when prompted. Resolve and Reopen Comments Avoid confusion by resolving comments that have been addressed or are no longer relevant. Resolving Comments All reviewers can resolve comments. It’s easy! Hover over an individual comment or the first comment in a discussion thread, then click the checkmark icon that appears. Depending on your settings, the comment or thread will disappear or fade into the background. Tip: If you don’t see a checkmark icon when you hover over comments, you'll need to sign in to Review 360 with your Articulate ID or click inside a comment/reply field and enter your email address when prompted. Showing or Hiding Resolved Comments By default, resolved comments disappear. To see resolved comments, click the More (...) icon in the upper right corner of the screen and choose Show Resolved Comments. They’ll reappear with a faded or desaturated look so you can distinguish them from comments that are still open. To make resolved comments disappear again, click the More (...) icon in the upper right corner and choose Hide Resolved Comments. The show/hide setting is specific to each Review 360 item, so you can show resolved comments in one item and hide them in another. Review 360 remembers your choice, so you don’t have to reset it every time you open an item. Reopening Comments Sometimes you need to reopen a comment or discussion that was previously resolved. No problem! First, show resolved comments as described above, then hover over the comment and click the green check mark icon that appears. Export Comments to CSV and PDF Files Export comments from a Review 360 item for analysis, backup, or regulatory requirements. Here’s how. First, make sure you’re signed in to Review 360 with an Articulate ID. Then, click the More (...) icon in the upper right corner of the screen and choose Export Comments. Use the Comment Order drop-down list to choose how you want to organize comments in your report. Choose either CSV or PDF from the Export Format drop-down list. Click Export and choose where you want to save your report. All comments for all versions of the Review 360 item get exported to a single report. However, to include resolved comments in the PDF export, set the item to Show Resolved Comments first via the More (...) icon in the upper right corner before exporting. Disable and Re-Enable Comments Only the content owner can turn off comments. Here’s what happens when comments are disabled: The sidebar disappears from the review tab, and the feedback tab disappears altogether. If the review item already had comments, you won’t be able to read them unless you export them to a report. If the content owner enables comments again, all pre-existing comments will reappear. (Re-enable comments by clicking the More (...) icon in the upper right corner and choosing Enable Comments.)Articulate 360 Teams: Managing Content When Users Leave Your Team
Maintain control of your content and intellectual property. When someone leaves your team, you must transfer their shared content to another team member. Then choose whether or not to include their personal content. Online content a user creates with Articulate 360 apps is connected to their Articulate ID and is considered personal content. Once they share the content with the team, it stays with the subscription until they unshare it. See the table below for a list of personal and shared content: 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 When someone leaves your team, and their email is deactivated, you'll completely lose access to their personal content. In most cases, you should include their personal content when transferring to another team member to maintain control of your team's content and intellectual property. However, there are a few scenarios where you could choose not to include personal content, such as: A team member leaves 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. Whatever the scenario, we have steps for you. 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 Open Seat Remove the User from Your Team Manage your team right in your web browser. 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, choose None and contact support after the new user is assigned creator permissions. We’re working to make the experience better. See this section for more details. 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 include their personal content in the transfer, keep Include personal content selected and click Remove User. What happens when you transfer 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. Know 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 team member with creator permissions. You can’t divide content among multiple users. However, 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 when they accept 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. 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. The user also loses 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 How do you transfer content to a new user when you don't have a license to give them? Follow these steps: Remove the user’s creator permissions on the Manage Team page using any of these methods: 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. 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 Manage Team Members and Permissions 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 Team Members 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 and admins 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 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, select None - do not transfer content and contact support after the new user has been assigned creator permissions. See this article for more details. 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 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, select None - do not transfer content and contact support after the new user has been assigned creator permissions. See this article for more details. 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 that contains permission and group info about team members. 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: Email address Creator permission (x or blank) Localization permissions (x or blank) 360 Group Manage 360 Role (Admin or Group Manager) Managed 360 Groups Reach Role (Admin, Manager, or Reporter) Managed Reach Groups 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: Using Team Slides for Collaboration
Simplify collaboration for your team. Create a library of shared team slides that everyone can access right from Storyline 360. Upload branded project templates, share slides that need to be in every course, and grant teammates access to reusable slide content. In this user guide, you’ll learn how to share and manage team slides and insert them into Storyline courses. Team slides are exclusively available to Articulate 360 Teams. Not a teams subscriber? Contact our Sales team to learn more. Note: Team slides aren’t meant for storing all your Storyline projects. Explore our cloud backup feature to safely back up your courses. Sharing Slides with Your Team Understanding Team Slides Permissions Managing Team Slides Browsing Team Slides and Inserting Them into Courses Sharing Slides with Your Team Here’s how to share slides with your team and update them as needed. Open a Storyline project and choose the slides you want to share or update. If you’re sharing the entire project file, you don’t need to select anything. To share a scene, select it in Story View or open it in Slide View. To share specific slides, Ctrl+click or Shift+click the ones you want to share. Go to the Slides tab on the Storyline ribbon, click the Team Slides drop-down arrow, and choose one of these options: Share Project Share This Scene Share Selected Slide(s) When the Add Team Slides dialog appears, choose to Create a new project or Replace an existing project. You can only replace slides that you shared. You can’t replace slides shared by other team members. Learn more about permissions. When you create a new project, you can upload it to a specific folder. Just select one from the Folder list. If you want to create a new folder that’s not in the list, type a name in the Folder field. If you don’t select a folder, your project will appear in the All Projects container in the team slides browser, and you can move it to a folder later. When you replace an existing project, you can’t select a folder. The project simply remains in its current folder. Click Add to complete the process. Managing Team Slides Use the team slides browser to manage your shared slides, including organizing projects in folders, renaming and deleting projects and folders, and restoring deleted projects. To open the team slides browser, go to the Slides tab on the Storyline ribbon and click the top half of the Team Slides button. See the following table for details on managing team slides. Creating Folders: Click the folder icon in the lower left corner of the Team Slides browser, then enter a name for the new folder. The folder list will automatically refresh to insert your new folder in the correct alphabetical order. Organizing Projects in Folders: Use the View drop-down list at the top of the window to switch to Projects view, then simply drag and drop projects onto folders. You can’t move individual slides from a project to different folders. The entire project will move all at once. Renaming Folders: There are two ways to rename a folder: Right-click the folder and choose Rename. Hover over the folder, click the vertical dots that appear, and choose Rename. Then type a new name and press Enter on your keyboard. Deleting Folders: You can delete a folder if it’s empty or if you created all the projects in it. (If you need to delete a folder that contains other team members’ projects, move the projects to another location, then delete the folder.) There are three ways to delete a folder: Select the folder and press Delete on your keyboard. Right-click the folder and choose Delete. Hover over the folder, click the vertical dots that appear, and choose Delete. When you delete a folder, all the projects in it get moved to the Deleted Items container at the bottom of the folders list. Renaming Projects: Use the View drop-down list at the top of the window to switch to Projects view, then do either of the following: Right-click the project and choose Rename. Hover over the project, click the vertical dots that appear, and choose Rename. Then type a new name and press Enter on your keyboard. Deleting Projects: You can only delete projects you created. (If you're a 360 admin with a creator license, you can delete any project.) Use the View drop-down list at the top of the window to switch to Projects view, then do any of the following: Select the project and press Delete on your keyboard. Drag and drop the project onto the Deleted Items container. Right-click the project and choose Delete. Hover over the project, click the vertical dots that appear, and choose Delete. When you delete a project, it moves to the Deleted Items container at the bottom of the folders list. To delete a project from Deleted Items, do any of the following: Select the project and press Delete on your keyboard. Right-click the project and choose Permanently delete. Hover over the project, click the vertical dots that appear, and choose Permanently delete. To permanently delete all your projects from Deleted Items at the same time, right-click the container and choose Empty. (You only have access to your deleted projects, so emptying the container won’t delete other team members’ projects.) Restoring Deleted Projects: You can only restore your own deleted projects. (If you're a 360 admin with a creator license, you can restore any project.) Click Deleted Items at the bottom of the folders list, then do any of the following: Drag and drop a deleted project onto a folder. Right-click a project and choose Restore to <folder name>. Hover over a project, click the vertical dots that appear, and choose Restore to <folder name>. Understanding Team Slides Permissions All team members can do some tasks while only the original content owner can do others. And 360 admins who have been assigned a creator license can manage projects for the whole team. Here’s the breakdown of tasks and permissions. Task All Users Content Owners 360 Admins Share slides with the team x x x Create folders in the team slides browser x x x Move projects to different folders x x x Rename folders and projects x x x Delete empty folders x x x Delete a folder that contains only projects you created x x Delete any folder x Replace a project that you created with updated slides x x Delete a project that you created x x Delete any project x Restore a project that you deleted x x Restore any project x Pro Tip: When users are removed from the team, their shared slides remain available for the team to browse, download, rename, and organize in folders. 360 admins with a creator license can also delete and restore them as needed. Browsing Team Slides and Inserting Them into Courses Opening the Team Slides Browser: To start a brand new Storyline project from the team slides browser, just launch Storyline and click Team Slides on the start screen. Your new project will inherit the content, slide size, and player settings from the team slides you choose (see below). To import team slides into an existing Storyline project, go to the Slides tab on the ribbon, and click the top half of the Team Slides button to launch the team slides browser. Browsing Team Slides: Use the following image and numbered list to learn about each feature of the team slides browser. Click the image above to see a larger version. # Feature Description 1 Search Field Quickly find projects and slides by entering a title or author in the search field. The results will automatically refresh as you type. 2 View Selector Switch between project view and slide view. Project view is the default. It displays a thumbnail image of the first slide in each project along with the title and number of slides included. Slide view is split into sections. Each section represents a project, and a thumbnail image for each slide in the project is displayed. If you only need to insert some of the slides from a project, switch to slide view so you can select just the ones you need. Tip: When you create a new course by clicking Team Slides on the Storyline start screen, you won’t see the View selector. You can only browse team slides in project view. 3 Sort Order Change the sort order of projects. The default order shows the newest projects first, the oldest last. You can switch to alphabetical order or show the projects you most recently used. 4 Folders Organize projects in folders. The left side of the browser lists (in alphabetical order) all the folders your team has created. At the beginning of your subscription, your team won’t have any folders. You’ll just see containers for All Projects and Deleted Items. But all team members can add folders by clicking the folder icon in the lower left corner. See above to learn all about managing folders and projects for your team. 5 Projects and Slides Browse your team’s projects and slides. Thumbnail images represent projects or slides, depending on the current view. Zoom the thumbnails in and out using the zoom slider in the lower left corner or by holding down Ctrl on your keyboard as you scroll your mouse wheel. 6 Details Pane Find details for the selected project or slide on the right side of the browser. In project view, you’ll see the project title, its author, when it was last updated, the number of slides it has, and its slide dimensions. If you’re in the All Projects list, the details pane will also display the folder in which the project is located (if applicable), and you can click the folder name to jump directly to that folder. In slide view, you’ll see the slide title, its author, when it was last updated, and its dimensions. 7 Insert Slides Button Insert the selected project or slides into your Storyline course by clicking the Insert Slides button in the lower right corner. Inserting Team Slides into a Storyline Course: When you find the team slides you want to use in your Storyline course, select them and click the Insert Slides button in the lower right corner of the browser. In project view, you can only select one project at a time, but all the slides in the project get inserted into your course. In slide view, you can select as many slides as you want. Just hold down the Ctrl key or Shift key as you click slide thumbnails.Articulate 360 Teams: Buying More Creator Licenses as Your Team Grows
Managing an expanding team can be challenging, but we make buying more creator licenses easy as your team grows. Read on to learn how. Buying More Licenses Answering Common Questions (FAQs) Buying More Licenses Note: Admins can request more licenses, but only the account owner can purchase them. Sign in to your account management console. Choose the Manage Team or Billing tabs on the left, then click Buy creator licenses. Or choose the Manage Subscription tab and click Add More Licenses. Click the plus/minus buttons to adjust the number of licenses you want to purchase. (If you haven’t upgraded to Articulate 360 AI, you’ll see an option to upgrade in this window.) Then click Continue to proceed. Verify or change your payment information. (To buy licenses with a purchase order, contact us at biz@articulate.com or (800) 861-4880 ext 2.) Review your information, then click Place order to complete the transaction. Click Take me to the Articulate 360 dashboard to return to the account management console. New licenses get added to the “Ungrouped” section on the Groups tab. You can move them to other groups as needed. Learn more about managing people and groups. Answering Common Questions (FAQs) Who’s allowed to buy licenses? Only the account owner can buy licenses. The account owner is the person who purchased your subscription and is the only person authorized to make billing decisions. Why won’t the account management console let me buy licenses? First, make sure you’re the account owner. The account owner is the only person authorized to make purchases. Second, there are some scenarios where we’ll need to assist you when adding licenses. Contact us at biz@articulate.com or (800) 861-4880 ext 6, and we’ll add your new licenses right away. Can I buy user licenses with a purchase order? Yes, contact us at biz@articulate.com or (800) 861-4880 ext 6 to buy licenses with a purchase order. The account management console only accepts credit card payments. If I enter a new credit card when buying licenses, will the same card also be charged for subscription renewals? We’ll always charge the credit card on file for subscription renewals. To verify or change the credit card on file, sign in to your account management console and click Billing on the left side of the screen. Will I be charged the full annual subscription rate for new licenses? Your cost is prorated for the remainder of your current term. After that, you'll be charged the full rate for each annual renewal.Articulate 360 Teams: Collaborating on E-Learning Projects
An Articulate 360 Teams subscription is ideal for teams of developers that need to work together on e-learning projects. Check out the following features to learn how you can collaborate on beautiful, effective courses. Collaborative Authoring in Rise 360 Question Banks in Rise 360 Shared Block Templates in Rise 360 Shared Team Slides in Storyline 360 Project Reviews in Review 360 Collaborative Authoring in Rise 360 Work together on Rise 360 courses with members of any Articulate 360 team. Create and edit different lessons simultaneously or take turns fine-tuning the same one. Changes happen in real time, so everyone always works on the most recent version. Learn more about collaborative authoring. Question Banks in Rise 360 Create repositories of questions that can be used in any course you create. Share them with your team so everyone can quickly create quizzes with consistent questions, answers, feedback, and media. Knowledge checks and quizzes draw from these banks rather than displaying the same static questions whenever a learner takes the course. When you share a question bank, team members can use your questions and, with the proper permissions, modify them or add their own. Learn more about question banks. Shared Block Templates in Rise 360 Build Rise 360 courses faster by saving existing blocks and their content as templates. Share those templates with your team, and then everyone can reuse them in other Rise 360 courses. Learn more about block templates. Block templates can only be shared with your team, not across multiple teams. Managing Shared Block Templates All team members can share, rename, and delete their own block templates. And 360 admins who have been assigned a creator license can rename and delete shared block templates for the whole team. Shared Team Slides in Storyline 360 Easily collaborate on interactive Storyline courses with a library of shared slides. Team members upload and download slides, scenes, and entire projects right within Storyline 360. It’s perfect for sharing project templates, slides that need to be in every course, and reusable slide content, such as interactions and quiz questions. Learn more about team slides. Slides can only be shared with your team, not across multiple teams. Managing Team Slides All team members can do some tasks, such as sharing slides and creating folders, while only the original content owner can do others. And 360 admins who have been assigned a creator license can manage projects for the whole team. Learn more about team slides permissions. Project Reviews in Review 360 Speed up project reviews. Publish e-learning projects from Storyline, Rise, and your other Articulate 360 apps to Review 360 to gather feedback from stakeholders. Collect in-context feedback, follow threaded discussions, and resolve comments in one easy-to-use web app. Learn more about Review 360. You can invite anyone to review your projects, even if they don't have a subscription.Articulate 360 Teams: Starting a Free Trial and Buying a Subscription
An Articulate 360 Teams subscription gives your team access to all Articulate 360 apps, including Storyline 360 and Rise 360. You also get exclusive collaboration features, simple team management, consolidated billing, priority support, and a starter plan for Reach 360—our frictionless LMs. Read on to find out how to try Articulate 360 for free for 30 days—including AI Assistant—and how to convert your trial to a subscription. Signing Up for a 30-Day Free Trial Buying a Subscription Signing Up for a 30-Day Free Trial Signing up for a free trial is easy. Click here and enter your email address. If you already have an account with us (an Articulate ID), you’ll be prompted to enter your password and activate your free trial. That’s all there is to it! If you don’t have an account, create a password, enter your information (name, country, etc.), choose your data center region, and then activate your free trial. After activating your trial, explore all that Articulate 360 has to offer—including free access to AI Assistant, an integrated suite of AI-powered tools designed to accelerate course creation and boost productivity. (Don’t worry if you’re not allowed to use AI yet. Here’s how to disable AI Assistant during your trial.) You can invite up to 10 additional users to join your team during the trial period. It’s a great way to check out the exclusive collaboration features you get with Articulate 360 Teams, including shared team slides in Storyline 360, shared block templates, and collaborative authoring in Rise 360. You can also experience how quickly you can distribute your training to internal and external learners with Reach 360. See these FAQs for answers to common questions about free trials, and let us know if you need help! Note: If you're tasked with purchasing in your organization but won't be using the tools, ask the person at the organization who will be the primary Articulate 360 user to sign up for the trial. That will enable the primary admin to get the first creator license. They can then add you as a 360 admin so you can convert the trial to a paid subscription. Learn how this works here. Buying a Subscription Any member of your trial team can convert the trial to a subscription. When you’re ready, go to our pricing page, click Buy Now, and enter the email address and password you used to sign up for your free trial. Follow the prompts to complete your purchase. If you don’t have an account or didn’t start a trial, you’ll be prompted to create a password, enter your information (name, country, etc.), and choose a data center region to complete your purchase. We offer education and upgrade discounts. See this article for details. As an Articulate 360 Teams subscriber, you can pay via credit card or purchase order. Articulate 360 Teams is ideal when you need to purchase on behalf of someone else. For example, your company’s purchasing department might pay for a subscription and then designate you as an admin for the account. Have questions about buying a subscription? Check out these purchasing FAQs for answers. And contact us if you’d like to chat. We’re happy to help!Rise 360: Use Your Dashboard to Manage Content
Create fully responsive e-learning content with Rise 360, an easy-to-use web app included with your Articulate 360 subscription. There’s nothing to install, so you can get started right away. U.S. and EU creators access Rise 360 by signing in to https://articulate.com and clicking Rise 360 on the navigation bar at the top of the screen. (Click here for a list of supported web browsers.) Note: Rise 360 users can collaborate with and send copies of courses to other Rise 360 users in the same regional data center. However, Rise 360 users can’t collaborate with or send copies of courses to Rise 360 users in a different regional data center. Learn more about our EU data center. Let’s explore the Rise 360 dashboard. Check out the video below for a guided walkthrough. Then take a look at the following image and refer to the table below to learn about each feature for managing Rise 360 content. Click image to view larger Header Feature/Location Description Switch Apps Switch to another app—collaborate with stakeholders in Review 360, take and manage training in Reach 360 (if available), register for Articulate 360 Training webinars, or return to your Articulate 360 dashboard. Edit Your Account and Update Your Profile Click your avatar to edit your account, update your profile settings, or sign out of Articulate 360. Select Deliverable Type The Content tab is selected by default. Click Question Banks to access your and your team's question repositories. Change the Layout View your content tiles in the default grid layout or switch to list view. Search Quickly find created or shared content by entering the title and pressing the enter key. Change the Sort Order Sort content by date or alphabetically by title. Rise 360 remembers your choice the next time you open your dashboard. Filter by Content Type View all types of content or filter to see only courses or microlearning content. Filter by Owner In a folder with team or shared content, filter content by author. Left Sidebar Feature/Location Description Create New Click to create a new Rise 360 course or microlearning. All Content See all your training, including content you're working on with other team members. Shared With Me Quickly access training on which you're a collaborator. My Shortcuts Bookmark private and team content you don't want to lose track of and organize it into folders. Private Work on content you aren't collaborating on with other team members. Create folders and subfolders to organize your content. Team Work on content you're collaborating on with your team or that's been shared with you. Move content to folders so it's easier to find and modify share permissions to manage content collaborators. External Connections (if available) Work on content with teams outside of your organization in the same regional data center. Deleted View recently deleted content and restore it or delete it forever. Main Dashboard Feature/Location Description Content Tiles As you use Rise 360, a new tile appears for each piece of content you create. Each tile displays the cover photo, title, lesson count, and last modified date. Articulate 360 Teams subscribers who collaborate on content will also see the owner's avatar on the course tile. Click a tile to open the content for editing and previewing. Learn more about creating new content Learn more about previewing content Hover over a tile, then click the ellipsis that appears to see options for managing the content. Tip: Collaborators' options depend on their role. Only course owners can delete content. Collaborators can remove themselves. Not every option appears for every piece of content. Reach 360 badge Conveniently tell at a glance if content is published to Reach 360 and if it's live or offline. Go to the current file location If viewing a shortcut, click to jump to the actual location of the content. Publish Publish content for Reach 360 (if available), LMS distribution, web hosting, or PDF download. Only the course owner and course managers can publish content.) Send a Copy Send the source file to other Rise 360 creators. Only the course owner and course managers can send a copy of the content. If a creator sends a copy of the content back to you later, a new copy is added to your Rise 360 dashboard. Duplicate Duplicate existing content when you want to translate it or create new content with the same layout. Only the course owner and course managers can duplicate content. Move Organize content in folders so it's easier to find. You can also move content to a team folder to share it with other team members. You can move several items at once with multi-select. Share Add content editors and managers as collaborators. Delete Once deleted, content can be restored or permanently deleted from the Deleted folder. You can delete several items at once with multi-select. Only the course owner can delete and restore content. Collaborators can remove themselves. Add/Remove Shortcut In private or team folders, add content to or remove it from My Shortcuts. In My Shortcuts, move or remove content. Content Count Displays the total number of projects in your dashboard and the current range you're viewing. Only 16 tiles are displayed per page. Pagination Use this bar to quickly jump to another page of content or navigate with the Next and Previous buttons.
