reach 360
76 TopicsReach 360: Modify Custom Domain Settings
You can already customize your subdomain in Reach 360, but what if you want to take things to the next level with a completely custom domain that you already own? If you know how to add records to your domain name system (DNS) provider and then point your Reach 360 account to the new address, you're ready to go. Once that's done, you can even have learner notifications come from your own custom email! As soon as you’ve added the records to your DNS provider and everything is set up in Reach 360, traffic from your subdomain redirects to your new custom domain. Read on for detailed instructions. Set Up a Custom Domain Create a CNAME Record Enter Your Domain Address Specify a Custom Email Address FAQs Set Up a Custom Domain A custom domain is one that you own and control, usually purchased through a domain registrar. To make your custom domain appear as the URL for Reach 360, you need access to the settings for your registered domain (usually via the site where it was purchased) as well as owner-level access to your Reach 360 settings. Step 1: Creating a CNAME Record To add a custom domain to your Reach 360 account, start by adding a CNAME record to your DNS records. This masks your Reach 360 site's name by pointing the subdomain to the custom domain you own. Depending on whether you use a U.S. or EU data center for Reach 360, the CNAME record should follow this formula, including the dot after your hostname: U.S. Data Center your custom hostname. 60 IN CNAME custom.reach360.com. EU Data Center your custom hostname. 60 IN CNAME custom.reach360.eu. For example, if you wanted the hostname for your current Reach 360 site, glivy.reach360.com , to instead be learn.glivy.com , you would create a CNAME record in your DNS records that looked like this: U.S. Data Center learn.glivy.com. 60 IN CNAME custom.reach360.com. EU Data Center learn.glivy.com. 60 IN CNAME custom.reach360.eu. The steps to creating a CNAME for your site vary depending on the domain provider, but generally, you’ll need to add the CNAME directly to your DNS records. If you need additional assistance, contact the site where you registered your domain name. You may also need to set up a Certification Authority Authorization (CAA) record to specify which certificate authorities (CAs) are allowed to issue certificates for the domain. Note: Custom domain masking works only with web addresses that contain at least third-level domains. For example, learn.glivy.com and www.glivy.com are compatible, while glivy.com is not. Step 2: Enter Your Domain Address Once you’ve set up your CNAME record (and CAA record, if applicable), it’s time to make the switch! In Reach 360: Navigate to Manage > Settings. Under URL (visible to the primary admin only), click Manage Custom Domain. Select Use my own domain and enter your custom domain URL. Click Save Changes to complete the redirect from your current Reach 360 subdomain to your new custom domain. Once the custom domain is validated, everyone in your account is notified of the change via email. If you want to return to your original subdomain after the redirect is complete, click Change and select Use a Reach 360 domain. Note: If you wish to use a different custom domain URL after you've already set a custom domain, you must first switch back to your original subdomain before you make any DNS changes. Once you've switched to a Reach 360 subdomain, repeat the steps above. Specify a Custom Email Address Once you add a custom domain to your Reach 360 account, you can specify a custom email address for learner invites and training notifications. This replaces the default Reach 360 email address. Follow the steps below to get started. Under Email, select Use my own email domain. Enter your custom email address and click Save. This email must already be set up with your domain provider. Once your custom email is saved, the values needed to update your provider settings are displayed. Access your domain provider's DNS settings. Follow the instructions for your provider to create a new TXT record using the Hostname and DKIM values. You'll also need to add a CNAME record using the CNAME value along with your custom email domain. Note that these values are displayed only until you refresh or navigate away from this page. Copy and keep them in a safe place for future reference. Click Start Postmark Verification to begin the verification process. This can take up to 48 hours (but is often less). Check your inbox for confirmation that your custom email domain has been verified. If we're unable to verify your email address, you'll receive an email with additional information. Until the email is verified, learner emails and training notifications will continue to be sent from your default Reach 360 email. If you remove or change your custom domain, your custom email reverts to the default Reach 360 address. FAQs What happens to my original Reach 360 subdomain when I use a custom domain? Masking with a custom domain preserves your original subdomain (unlike when you change your subdomain). If you ever stop using your custom domain, your Reach 360 URL will revert to your original subdomain. Will my custom email address remain if I stop using my custom domain? Email notifications return to their default address if your custom domain is disabled. If I change my custom email address, do I have to repeat the setup? If you change or reactivate your custom email address, any records you created for your domain provider are invalidated. You must repeat the setup steps using the new values provided4.8KViews0likes0CommentsReach 360: Manage Your Account Settings
The Settings section of the Manage tab is where admins can modify account-wide settings like organizational information, company logo, notification emails, custom fields, and more. Let's go through each tab. Account Learner Notifications Registration Account The account tab is where you make changes to company info and account-wide settings. Upload Logo Click the Upload Logo button to choose an image from your computer to use as your account logo. Just like that, your logo is updated throughout Reach 360 and at the top of all emails. Pro Tip: Before you upload, make sure you remove as much whitespace as possible from around your logo before uploading the image. Your image should be about 35px high. If you’re using a transparent background, your image file should be saved as a PNG. Company Name and Time Zone Enter your company name and time zone. Due dates are based on the time zone you enter here. Tip: Completion certificates use the name you enter in the Company Name field. Brand Color Select the default accent color for your account with Brand Color. Either select one of the default colors or choose your own (or enter the RGB value) in the color selector that appears when you click Custom. You'll see the selected color across Reach 360 in your logo, buttons, even the favicon. Custom Domain Settings If you're an owner, click Manage Custom Domain to modify your current Reach 360 subdomain or mask your subdomain in a custom domain of your choosing. Adding a custom domain also gives you the option to specify a custom address for learner emails and training notifications. Modify Your Subdomain By default, Reach 360 uses a subdomain that you can modify. Under URL, you can modify your Reach 360 subdomain when Use a Reach 360 subdomain is selected. This URL is where users access your site. If you change your subdomain, users accessing the previous subdomain are automatically redirected to your new subdomain for thirty days. After thirty days, the previous subdomain is released and can be reused by anyone. Subdomains can only contain letters, numbers, and hyphens. Note: The URL for U.S. subscribers ends with reach360.com . For EU subscribers, it ends with reach360.eu . Custom Certificates Customize training certificates and manage existing custom certificates by clicking Manage Certificates. These certificates can be assigned as the default certificate for all new training or assigned to specific training. API Keys Generate and manage already-generated API keys to use with the Reach 360 API. SSO If you're the primary admin, you can enable SSO for your Reach 360 learners. Learner Notifications The system sends default emails to notify learners when they register, when training is coming due, and when training is overdue. You can send a preview of the current message to your email by clicking Send me a Preview. You can also customize the subject and body of the email by clicking Edit content. Note: Default reminder emails are sent in the learner's selected language. Preview emails are always sent in English. Editing Learner Notifications Select Manage > Settings > Learner Notifications and, in the appropriate section, click Edit content. Enter text in the Subject field to customize the subject line of the auto-generated email. In the Body field, enter text to customize the body of the email. Click Save Changes to commit the changes. Click the Back to link to return to the Settings tab. For welcome emails, the name and email of the admin that generated the invitation are automatically included below the customized welcome email text. For training reminders, you can use the following dynamic variables in your email templates to personalize and add details specific to each recipient: [learner_name] to add the recipient's name [course_name] to add the course name [due_date] to add the due date Neither the Subject nor the Body field has a character limit. Note: Only new users invited from Reach 360 receive customized emails. Customized emails are sent in the language written. Modifying Email Reminders Learners receive notification emails when they're enrolled in or complete training. They also receive reminders when a due date is pending or training is overdue, when applicable. Email reminders can't be disabled, but they can be customized. Use the Email Reminders section to preview the notifications sent to learners or modify the time period and frequency of reminders. Previews are sent to your registered email address. Note: Any modifications apply to emails only. Changes made here do not affect the timing of Slack or Teams notifications. Registration Self-Registration Enable or disable the option for users to register themselves as learners on your account and customize your self-registration page. Learn more about how this works. This option must be selected to enable group self-registration and direct content sharing. Custom Learner Profile Fields Use custom learner profile fields to collect additional information from learners when they register for your site. This is the page registrants see after verifying the email they provided when clicking an email invite or self-registering. Click Manage Fields to see the custom fields that are currently defined or to add new fields. To add a new field, click Create New and select Text or Drop-down. For text fields, enter a label and an optional description. For drop-down fields, add options for learners to choose from (options display in the order in which they're entered). Click Create when you're finished. Preview how the field looks by clicking the registration page link in the section description (the preview page isn't clickable). Pro Tip: Want to add a learner profile value for existing users? Once you've created the field, you can manually add the value to individual user records or make bulk changes via CSV. Learner profile fields are visible on individual learner records. Add or edit responses on the Manage > People tab by expanding individual records and clicking the edit icon in the Learner Profile section. You must enter values for all required fields to save your changes. To modify or delete a field, hover over it, click the icon that appears, and select Edit or Delete. When you delete a custom field, all user data associated with that field is also deleted. Adding a custom learner profile field with the same name as one that's been previously deleted doesn't restore previously entered data. Delete individual drop-down options by hovering over the option and clicking the X that displays. Note: Custom field labels and drop-down options must be 50 characters or fewer. Descriptions can have up to 120 characters. Learner entries are restricted to 200 characters or fewer. You can't have more than 200 options for a drop-down field.3KViews1like0CommentsReach 360: Manage Activation and Upgrade
While new Articulate 360 Teams accounts gain immediate access to Reach 360—Articulate’s frictionless LMS—existing subscriptions need to activate Reach 360 to start using it. Activation only takes a few clicks. Learn how below. Activating as an Articulate 360 Admin Requesting Activation as an Articulate 360 Seatholder Upgrading to Reach 360 Pro Downgrading or Deactivating Reach 360 Activating as an Articulate 360 Admin As an admin, you have multiple options for activating Reach 360. The Articulate 360 admin who activates is automatically added as a Reach 360 admin. The account owner is added as the primary admin. Account Management Console Your Articulate 360 Teams dashboard offers the most direct way to activate Reach 360. Select the Manage Subscription tab and click the Activate Reach 360 button. You'll be prompted to add Reach 360 admins. Click Manage Admins to get started. Click Go to Reach 360 to launch Reach 360. Email You'll receive an email if a creator requests admin activation to distribute a course via Reach 360. Click the Activate to Distribute for Free button. This takes you directly to your Articulate 360 Teams dashboard Manage Subscription tab. Follow the steps in the above section to complete activation. Rise 360 If you're an Articulate 360 admin with a license, open any Rise 360 training, then, select the Share or Publish menu, and click the Activate Reach 360 button. Click Learn More for additional information. Once you click the button, Reach 360 becomes available as a share and publish option for all team members. Note: When you activate Reach 360, your account subdomain is based on your company’s organization name. For example, if Glivy is listed as your organization name, your Reach 360 subdomain will be glivy.reach360.com . Account owners can manually change your Reach 360 URL. Requesting Activation as an Articulate 360 Creator If you're a creator, you can request Reach 360 activation right from Rise 360. You’ll see Ask admin to activate buttons under the Publish menu. Click the button, select an admin to notify, and click Send Request. The admin will receive an email to help them complete activation. Upgrading to Reach 360 Pro All Articulate 360 Teams subscriptions have access to Reach 360 Starter, which accommodates up to 300 active learners per annual term. If your team has more than 300 active learners, you'll need to upgrade to Reach 360 Pro. Admins can start this process by clicking the Upgrade to Reach 360 Pro button. Upgrading to Reach 360 Pro resets your active learner count. Downgrading or Deactivating Reach 360 To deactivate Reach 360, go to the Manage Subscriptions tab on your Articulate 360 dashboard. Expand Manage Settings, click Deactivate Reach 360, then confirm in the pop-up. This removes access to Reach 360 for all learners. Your training library, learner records, and report data will be retained for up to 6 months. Please note that once Reach 360 is deactivated, activate buttons will be re-enabled in Rise 360 and on the dashboard. Account owners, if you've upgraded to Reach 360 Pro, the option under Manage Settings is Downgrade/Deactivate. Once you confirm your selection in the pop-up, we'll reach out to work with you on next steps. If you deactivate Reach 360, the aforementioned data retention policy applies. Downgrades apply once the current term is complete. Don't see the downgrade or deactivate option? Submit a case or chat and we'll be happy to help! International customers, please reach out to your managing partner.3.3KViews0likes0CommentsArticulate 360: Mastering Permissions and Tasks in Articulate Platforms
This guide is your comprehensive resource for understanding and implementing permissions across Articulate platforms, including Articulate 360 Teams, Reach 360, and Review 360. It will help you: Distinguish between free and paid permissions Assign permissions strategically for optimal collaboration and security Streamline team onboarding with step-by-step task recommendations With the right permissions in place, your team will be ready to deliver exceptional learning experiences faster and with greater confidence. Let’s get started! Free Permissions Free permissions—those that don’t use a license on a subscription—are limited to administrative oversight or reviewing tasks. They can’t create or edit courses. The following list shows the free permissions on each platform: Articulate 360 Teams—360 Admin, Group Manager Reach 360—Admin, Manager, Reporter Review 360—Reviewers (with or without an Articulate ID) Platform-Specific Permissions and Tasks These are the permissions and tasks available across Articulate 360 Teams, Reach 360, and Review 360. Articulate 360 Teams Account Owner—Purchases the subscription and is responsible for key administrative tasks, such as: Billing management, including updating payment methods and making billing decisions (if purchased through a global reseller, contact the reseller directly for billing management) Purchasing additional seats for the team Primary Admin—Manages creators, groups, and admins, including overseeing all team members and organizational settings, including: Enabling or disabling Articulate AI services Changing the Reach 360 URL Enabling single sign-on (SSO) for learners Note: The primary admin can serve as an admin for multiple teams but can only be a user on one team. The primary admin must have a creator license if they want to create content. 360 Admin—Manages all creators, groups, and admins, including Reach admins. They do not consume a creator license by default. If assigned a license, they can also manage Storyline team slides and rename and delete shared Rise 360 block templates. Group Manager— Manages creators within specific groups. They do not consume a creator license by default. If assigned a license, they can also manage Storyline team slides and rename and delete shared Rise 360 block templates. Creator—Creates courses and collaborates on projects using Articulate 360 apps like Storyline 360 and Rise 360. Each creator must be assigned a license. Note: Creators may have different collaborative roles within the various Articulate 360 apps. Reach 360 Primary Admin—The same as the Articulate 360 Teams account owner. They manage billing and have full admin rights. Admin—Manages all learners and training settings and has access to the Learn, Manage, and Analyze tabs. Manager—Manages assigned groups. They can invite learners, remove group members, assign training, and view reports for their groups. Reporter—Accesses automatically generated metrics for specific groups or the entire account, as assigned. Learner—Participates in assigned training and has access to the Learn tab. Note: Reach 360 has two available plans: Reach Starter, included in the price of Articulate 360 for up to 300 active learners per annual term Reach Pro, a paid upgrade for 301 or more active learners per annual term Review 360 Content Owner—Uploads content and has full control over the Review item. They must have a paid seat. Editor (in team folders)—Manages shared team folders and items but can’t delete, move, or change their permissions. They must have a paid seat in the same team subscription. Reviewer (with an Articulate ID)—Reads, posts, edits, resolves, and deletes their own comments. They can also access additional Review features. They do not need a paid seat. Reviewer (without an Articulate ID)—Reads and posts comments, inserts emojis, @mentions other reviewers, and adds attachments. They do not need a paid seat. Recommendations for Assigning Permissions When assigning permissions, we recommend following these five steps in order: Assign Administrators First. Begin with the Account Owner and Primary Admin to configure account settings and manage initial setup. Delegate Management. Assign Articulate 360 Teams Group Admin or Reach 360 Manager permissions to individuals who lead specific groups or teams. Enable Collaboration. Assign Articulate 360 Teams Creator permissions to content creators and collaborators. Add Learners. Assign Reach 360 Learners once content and training environments are set up. Use Reviewers Strategically. Assign Review 360 Reviewer permissions to stakeholders for content feedback. Here are ways to invite reviewers. Learn More To learn more, please see the following user guide articles: Articulate 360 Teams: Roles and Permissions Reach 360: Understanding User Permissions and Roles Review 360: Understand Tasks and Permissions Rise.com: Manage User Roles and Permissions1.3KViews0likes0CommentsReach 360: Manage API Keys
To use the Reach 360 API, you need API keys. Once generated, API keys give you access to the API and let us help you out in the event something’s not working right. Creating them is quick and easy to do! Here’s how. Generate API Keys Manage API Keys Step 1: Generate API Keys API keys provide access to the Reach 360 API. A best practice is to generate a key for each app or integration you’re using. That way, if there’s an issue with a particular implementation, you can delete it without undoing all your API work. Note: You can see the value of an API key only at generation. Once you receive a generated key, treat it like a password. Save API keys in a secure file or application, keeping them out of version control systems, and accessible only to authorized personnel. Navigate to Manage > Settings. Click Manage API Keys. Click Generate New Key. Enter a name for your key. This can be anything you like, but we recommend that it reflects the name of the application or integration the key will be used for. Click Generate Key. Copy the new API key that displays. This will be your only chance to copy the key. If you navigate away from this page before copying the key, you must delete it and generate a new one. Treat it like you would a password. Reach 360 Support will never ask for your API key. Note: Reach 360 also sends notification emails to you and the account owner when each API key is created, but these emails don't contain the API key. Save your new API key to a secure file or application. Treat it like a password. Add as many API keys as you need, copying and saving them as they’re generated. Go back to Settings when you’re done generating keys. Step 2: Manage API Keys Once your API keys are generated, you can get usage information about each one and delete them if necessary. See all the keys generated for your account by selecting the Manage > Settings tab and clicking Manage API Keys. The API Keys page lists your generated API keys, when (and by whom) they were generated, and the last time they were used. You can’t access API key values. Revoke individual API keys by clicking the trash can icon that appears when you hover over the entry. It’s revoked once you click I Understand, Revoke This Key to confirm. You can also revoke all generated API keys at once by clicking Revoke All. You’ll need to enter DELETE and click Revoke All to confirm. Note: When you revoke an API key, the applications and integrations using it will no longer be able to access the Reach 360 API. You can’t recover revoked API keys.2.2KViews1like0CommentsReach 360: Manage Users
The People section of the Manage tab is where you create groups, add learners, and more. Keep reading to learn more. Manage the User List Invite Users Manage Pending Invitations Modify Users Delete Users Manage the User List The Users tab lists learners, admins, reporters, and managers who've accepted an invitation to train on your Reach 360 site. You can search by name or email address with the search bar and filter the results by user role or group. You can also sort the list by when each user was last active with the Last Activity column. Self-registered users are denoted with a Self-Registered tag. Click Export to download a spreadsheet containing the name, email, last active session, role, and group membership of each user (the exported file will reflect any filters you've applied to the list). You can invite all user roles from within Reach 360. You can also invite admins, managers, and reporters via Articulate 360 Teams. Learn more about which tasks each type of user can perform in Reach 360 here. Invite Users To invite a user to your organization, click the Add Users button. Type the email where you want the user’s invitation sent and press Enter. Once you’ve added a user, you can select their role from the drop-down list. You can also add them to groups as they’re added to the list. Alternatively, you can assign all users in the invite list to the same groups using the menu in the upper right. Keep adding email addresses and choosing roles and groups as needed (users are added as learners by default). Then click the Add button to send an email invitation to everyone you’ve added. You can also bulk-import learners with a CSV spreadsheet or invite new users when adding members to a group. Admins, managers, and reporters can also be added from the Articulate 360 Account Management Console. Manage Pending Invitations Once a user has been invited, you can manage their invitation on the Pending tab. From here, you can resend the invitation email or delete them from the list. You can also select some or all of your pending invites and resend or delete them in bulk. Self-registered users are denoted with a Self-Registered tag. Once you delete a pending invitation, the user can't use the existing email link to join—you’ll have to invite them again. You can also export the list of pending users to a CSV file. Modify Users Once a user has accepted their invitation, they’re added to the Users tab. Click an entry to change a user’s name or role or to manage their group enrollment. Select the edit icon to edit only a user’s first or last name. You can add users to any existing groups by clicking Groups and selecting them from the pop-up window that displays. You can quickly remove a user from a group by hovering over the group they belong to and clicking the X. Modifying Admin, Manager, or Reporter Roles Reach 360 learners aren't required to have Articulate 360 profiles when accessing Reach 360; however, admins, managers, and reporters are. When changing a user who's only had a learner role to any other role, they must first create an Articulate 360 account via the link in the invitation sent to their registered email. Until this is complete, you'll have to delete the pending invitation before changing their role again. Admins, managers, and reporters can't be converted to learners. To make an existing admin, manager, or reporter a learner, you must first delete the user and then re-invite them using their same email address. Delete Users Remove a learner by clicking Delete User and confirming the action. Their activity history remains available on the Reports tab after they've been deleted. After a user has been deleted, they can be re-invited using their same email address to retain their course progress. Admins, managers, or reporters deleted are also removed from the Articulate 360 Account Management Console. Bulk Delete Users You can bulk delete learners by selecting the checkbox at the top of the name column. This selects all user records on the current page. If you don't want to select all users in your organization, you can filter by group and user role. To select all users in the current filtered list, not just those on the current page, click the Select all ## users message, where ## is all user records in the current filter. Then click Delete Users and confirm the action.4KViews0likes0Comments
