tutorial
747 TopicsRise 360 User Guide
New to Rise 360? See Getting Started with Rise 360 Rise 360: Use Your Dashboard to Manage Content Rise 360: How to Organize Content Creating Content with Articulate AI Rise 360: Get Started with AI Assistant Rise 360: Create Content with AI Assistant Creating Content From Scratch Rise 360: Create a New Course Rise 360: Outline a Course with Section Headers and Lesson Titles Rise 360: Create New Microlearning Rise 360: Choose Lesson and Block Types Rise 360: Enhanced Block Settings Rise 360: Add Text, Tables, and More Rise 360: Manage Course Media Rise 360: Create Custom Blocks Rise 360: Restore Content with Snapshots Using Content Templates Rise 360: Create New Training with Content Templates Rise 360: Use Next Big Idea Club Content Templates Rise 360: Use Real Content Templates Rise 360: Use Real Content Lesson Templates Rise 360: Use Placeholder Content Templates Rise 360: Use Microlearning Content Templates Customizing Content Rise 360: Apply Themes Rise 360: Personalize the Theme Rise 360: Control Course Navigation Rise 360: How to Share Themes Rise 360: Translate Your Content Rise 360: Edit Text Labels Working with Question Banks Rise 360: Create and Manage Question Banks Rise 360: Use Question Banks to Create Knowledge Checks and Quizzes Collaborating on Content Rise 360: Work on Content with Other Team Members Rise 360: Share Content with Team Folders Reviewing Content Rise 360: Publish Content to Review 360 Rise 360: Manage Integrated Comments Publishing Content Rise 360: Preview Content Rise 360: Facilitate Training with Reach 360 Rise 360: Export to LMS, PDF, and the Web27KViews0likes0CommentsRise 360: Export to LMS, PDF, and the Web
Ready to distribute your Rise 360 content to learners? You’ve got options! In addition to using Quick Share and Reach 360, you can export your content for LMS distribution, host it on your own web server, or download it as a PDF file. Here’s how. Publish an LMS Package Publish a PDF File Publish Web-Only Output Publish an LMS Package If you use a third-party LMS, you can export your Rise 360 content in a variety of compatible formats. Rise 360 supports xAPI-, SCORM-, AICC, and cmi5-compliant LMSs. Open the content you want to publish from your Rise 360 dashboard. Then, click Publish in the upper right corner of the screen, and select LMS. Choose an LMS standard: xAPI (Tin Can API), SCORM 2004, SCORM 1.2, AICC, or cmi5. Note: For xAPI and cmi5, if you alter the pre-generated identifier, don't use special characters. Select a Tracking option. All content can be tracked by completion percentage or Storyline block. Courses can also be tracked by quiz result. If you're tracking by course completion or quiz result and exporting a SCORM, AICC, or cmi5 package, you can choose a reporting option. Note: Not all complete/incomplete options are available for reporting on microlearning content. Choose whether to display an Exit Course Link for learners and/or toggle the Hide Cover Page option. Selecting these options may help resolve third-party LMS issues. Note that you can't hide the cover page for training created from Next Big Idea Club content templates. Less-frequent LMS issues may be solved by options in the More settings menu: If you delete a lesson in your course, then update the course in your LMS, some learners might see a blank page. If this happens, toggle Reset Learner Progress and click Continue to confirm. When learners launch the newly updated course in your LMS, their progress will be reset. Their quiz data will be retained. This option isn't available for xAPI exports. If your LMS supports hiding the Suspend, Continue, and Close buttons at the top of your training, you might see duplicate buttons in training exported using SCORM 2004. Toggle Hide LMS Interface to hide these extra buttons. Click Publish in the upper right corner again to generate the package. (If there are any errors, such as a blank lesson, Rise 360 will ask if you want to edit the content or continue.) Click Back to... in the upper right corner to continue working while Rise 360 generates your zip file. When it’s ready, you’ll receive an email notification with a download link. (For small deliverables, you may immediately be prompted to download the zip file before you have a chance to go back to the editor. Just choose a location on your computer and click Save.) Click the download link in the notification email, then click Download Content on the web page that opens. Choose a location on your computer and click Save. Upload the zip package to your LMS. If your LMS requires you to identify the launch file, point to indexapi.html. Publish a PDF File Need to print content or download it for compliance documentation? Good news! You can export your Rise 360 content as a PDF file. Open the content you want to export from your Rise 360 dashboard. Then, click Publish in the upper right corner of the screen, and select PDF. The PDF file auto-generates. If there are any errors, such as a blank lesson, Rise 360 first asks if you want to edit the content or continue with the export. Click Back to... in the upper right corner to keep working while Rise 360 generates your PDF file. When it’s ready, you’ll receive an email notification with a download link. (For small deliverables, you may immediately be prompted to download the PDF before you have a chance to go back to the course editor. Just choose a location on your computer and click Save.) Click the download link in the notification email, then click Download Content on the web page that opens. Choose a location on your computer and click Save. That’s it! You can read the PDF file offline, print it, distribute it to others, or even attach it to your Rise 360 content as an optional download using an attachment block. Interactive elements of your Rise 360 training may display differently in your PDF file. Here's how interactive blocks are displayed in PDFs. Hyperlinks work as expected and launch in your default web browser. Audio clips, videos, web objects, and custom blocks become static placeholder images. Interactions such as labeled graphics and tabs become a series of screenshots, one for each item in the interaction. (Each flashcard becomes two screenshots, one for the front and another for the back.) A Storyline block becomes a screenshot of the first slide in the project. Quiz lessons and knowledge check blocks display questions and answer choices. They don’t show correct/incorrect responses or feedback statements. Code blocks display a compatibility error message. Publish Web-Only Output You can also export Rise 360 content as web-only output and host it on your own web server. Here’s how. Open the content you want to export from your Rise 360 dashboard. Then, click Publish in the upper right corner of the screen, and select Web. The zip file auto-generates. If there are any errors, such as a blank lesson, Rise 360 first asks if you want to edit the content or continue with the export. Click Back to... in the upper right corner to continue working while Rise 360 generates your zip file. When it’s ready, you’ll receive an email notification with a download link. (For small deliverables, you may immediately be prompted to download the zip file before you have a chance to go back to the course editor. Just choose a location on your computer and click Save.) Click the download link in the notification email, then click Download Content on the web page that opens. Choose a location on your computer and click Save. Extract the zip package and upload the contents to your web server. If you don't have access to a web server, here are some free options: Amazon S3 offers free hosting with generous usage limits. If you go over your limit, you'll be charged a small fee. See this video tutorial by Tom Kuhlmann to learn more about Amazon S3. Google Cloud also has a free hosting service. You'll be charged a small fee if you go over the free limit. See this video tutorial by Tom Kuhlmann to learn more about Google Cloud. Once the files are uploaded, provide learners with a link to the index.html file.44KViews0likes0CommentsReview 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. Rectangle Add rectangles to highlight words or regions. Arrow Insert arrows to direct focus. Line Add straight lines. Text Add text for context and labels. Color Choose an annotation color from the palette or enter a hex code. Move Move, rotate, or resize existing annotations. Clear annotations Remove all existing annotations to start over. 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.)5.7KViews3likes0CommentsReach 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.3.9KViews0likes0CommentsReach 360: Understanding User Permissions and Roles
Reach 360 users can have one of four non-owner roles, starting with the lowest levels of permission and access (learners) and increasing from there (reporters, managers, and admins). Each Reach 360 account also has an owner—this is the same as your Articulate 360 Teams owner. (Looking for information on how to add users to your Reach 360 account? Check out Reach 360: Manage Users.) Discover what learners, reporters, admins, and owners can do and access below: Learners can take training. They only see the Learn tab. Reporters can take training and access automatically generated metrics, either for groups as assigned or your entire account. They have access to the Learn and Analyze tabs. Managers can take training. For their assigned group, they can invite learners, remove group members, assign training, and view reports. They have access to the Learn and Analyze tabs, as well as some sections of the Manage tab. Reach 360 admins can do almost everything. They have access to the Learn, Manage, and Analyze tabs. Articulate 360 Team admins are not Reach 360 admins by default. The owner is the person who purchased your Articulate 360 subscription. In addition to having admin rights, they can change your Reach 360 URL and enable SSO for learners. To change the owner, please contact support. Here are the tasks that can be performed in a Reach 360 account and who has permission to do them. Task Admin Manager Reporter Learner Enroll self in and take assigned training x x x x Modify your own user profile (if not managed by SSO) x x x x Manually enter course completion x x Publish and delete training (including learning paths), control library visibility x Publish directly from Rise 360 x Create and manage custom certificates x View all reports x View reports as assigned x x Invite learners (including bulk import via CSV) x x Delete learners x Create, rename, and delete groups (including via CSV) x Add and remove group members (as assigned for Managers) x x Create, rename, and delete topics x Generate API keys x Create new libraries x Enable/disable self-registration x Owner Only Change your team's subdomain Change your team’s URL to a custom domain Enable SSO for learners Specify a custom email address for invites and notifications7.1KViews0likes0CommentsArticulate 360 Teams: Understanding Content Ownership and Transfer Scenarios
As an admin, you play a key role in managing your team’s content. Teams change, but the need to understand content ownership and access doesn’t. Read on to learn how ownership determines access to online content and how to transfer content when team members leave or subscriptions change. Content Ownership Let’s start with the basics of content ownership and whether content is considered personal or shared. Personal: The online content your users create with Articulate 360 apps is owned by the subscription. However, it is also linked to their Articulate ID (AID) and considered their personal content. This personal content includes: 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 Shared: If your users share their content with other authors or create content in team folders, it becomes shared content. That means it can’t be moved from the subscription until it’s made personal again. Shared content includes: Rise 360 courses, microlearning, and question banks in the team directory Rise 360 courses and microlearning with collaborators Shared Rise 360 block templates Review 360 items and folders in the team directory Storyline 360 shared team slides Transfer Scenarios Since the subscription owns shared content, changes in team membership and subscriptions may affect access to the content created. Here are a few scenarios where content is transferred or unlinked due to changes in subscription. Users Leave the Team Users Move to Another Subscription Subscriptions Merge Subscriptions Reduce Seats Subscriptions Expire or are Cancelled Users Leave the Team If you need to remove a user from the subscription because they have left, you must transfer the user’s shared content to someone else on the team. You must also choose whether to include the user’s personal content in the transfer or let the departing user keep it. If you want to transfer the content to a new user and there’s no open seat, you can temporarily add the new user as an admin. Review this user guide to learn more. Users Move to Another Subscription A user’s personal content stays with their Articulate ID when they move to another subscription. They can turn any shared content they own into personal content by unsharing or transferring it to their private directory before they leave the current subscription. When moving a user to another subscription, you can allow them to maintain access to their personal content. Here’s how: Shared content won’t transfer to a new subscription until it’s made personal again. Determine whether the shared content should remain on the current subscription or move with the user to the new subscription. If it needs to move, the user must make that content personal before the removal process. In the new subscription, they can share that personal content with other authors or create content in team folders. Remove the user from the current subscription, then uncheck the Include personal content option when prompted. Invite the user to the new subscription. They’ll regain access to their personal content once they accept the invitation and join the new team. If you need to move a large number of users to another subscription, contact success@articulate.com. We will help coordinate the process to ensure a smooth transition. Subscriptions Merge Having one subscription for everyone on your team lets you fully utilize Articulate 360’s collaborative features. Contact us using this form if you want to combine subscriptions. We’ll set everything up and ensure your team’s content (private and shared) remains intact. Read this article to learn what happens when merging subscriptions and how to complete the process. Subscriptions Reduce Seats If needed, you can request a seat reduction for your subscription. However, you may risk losing content if you wait for the system to remove the seatholders automatically upon renewal. To maintain access to private and shared content, make sure to free up the number of seats being reduced before the renewal date. Learn more about reducing seats in a subscription. (For Articulate 360 trials, read this article when buying fewer seats than the number of users in your trial.) Subscriptions Expire or are Cancelled If you cancel your subscription or let it expire, any personal content stays with an individual’s Articulate ID, but shared content remains with the original subscription. We’ll keep that content on our servers for up to six months after your paid subscription expires or your free trial ends. If you decide to resubscribe within 60 days, reach out to success@articulate.com. We can help you reinstate your existing subscription so you can pick up where you left off. If it’s after 60 days, you’ll need to purchase a new subscription. Learn more about reactivating or replacing a lapsed subscription. If you do decide to cancel or let your subscription expire permanently, read this article to understand what happens and what you need to do before you cancel. Regardless, we’ll keep your content on our servers for up to six months after your paid subscription expires or your free trial ends. We’d be sad to see you go, but we’ll be here if you need us or want to renew your subscription later.2.2KViews0likes0CommentsArticulate 360 Teams User Guide
New to Articulate 360 Teams? See Getting Started with Articulate 360 Teams Getting Started Articulate 360 Teams: Starting a Free Trial and Buying a Subscription Articulate 360 Teams: Naming, Renaming, and Switching Teams Managing Users & Content Articulate 360 Teams: Managing Users, Groups, and Admins Articulate 360 Teams: Authenticate Using Single Sign-On Articulate 360 Teams: Understanding Content Ownership and Transfer Scenarios Articulate 360 Teams: Managing Content When Users Leave Your Team Articulate 360 Teams: Where to Find Transferred Content When Someone Leaves Your Team Managing Your Subscription Articulate 360 Teams: Buying More User Seats as Your Team Grows Articulate 360 Teams: Merging Subscriptions Articulate 360 Teams: Reactivating or Replacing a Lapsed Subscription Articulate 360 Teams: Reducing Seats in a Subscription Collaborating with Your Team & Getting Help Articulate 360 Teams: Collaborating on E-Learning Projects Articulate 360 Teams: Getting Help Leveraging Premium Add-ons Reach 360: A Frictionless LMS Rise 360: Get Started with AI Assistant Storyline 360: Get Started with AI Assistant Articulate 360: Articulate Localization User Guide3KViews0likes0CommentsArticulate 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. 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. If you’re subscribed to Articulate Localization, you can grant or remove translation access via Manage Localization Access. Learn more about managing translation access. 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. Monitor the team's translation usage and upload glossaries 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 features18KViews2likes0CommentsRise 360: Translate Your Content
This article covers the process of manually translating Rise 360 content into left-to-right languages using XLIFF exports and imports. This method is best suited for single-language translation. Articulate Localization, available as a subscription add-on, allows for seamless creation of multi-language courses within Rise 360. Learn more by visiting the Articulate Localization user guide, or contact our sales team to learn how you can add Articulate Localization to your subscription. Read on for the manual process. Duplicate Your Content Export the Content as an XLIFF File Import Translated Text Translate Your Labels Translate Training into Multiple Languages Step 1: Duplicate Your Content The first step in the manual process is to duplicate the content you want to translate. The duplicate you create is used for the translated version. On the Rise 360 dashboard, hover over the content you want to translate and click the ellipses icon that appears. Select Duplicate. Enter a name for the duplicate content. (We recommend using the original course title, appended with the language code, such as “fr” for French.) Then, click Duplicate to confirm. The duplicate content appears at the top of your Rise 360 dashboard. Note that you'll need to create a duplicate for every language you want to translate your training into. Alternatively, with Articulate Localization, you can translate your content into 80+ languages (including right-to-left languages) and manage all language versions as a single project stack, right from the Rise 360 dashboard. Step 2: Export the Content as an XLIFF File Open the duplicate content you created in the previous step. Click the Settings icon in the upper toolbar. On the Translations tab, expand Traditional XLIFF Translation. If you're following this guide, skip Steps 1 and 2. Under Step 3, if you don’t need to preserve formatting you’ve applied to your text, deselect Include HTML formatting. This exports your content in easy-to-translate blocks of text. However, it doesn’t contain the coding necessary to maintain any formatting you’ve applied to that content. Enter the source language in the Set source course language code field if it's something other than U.S. English (en-us). As you type, a list of available language codes appears. Click Export XLIFF File and save the file to your computer. Edit your exported XLIFF file with a web app, computer program, or professional translation service. If Include HTML formatting was selected, you'll see additional HTML tags and extra spaces in your exported XLIFF file. These are there to preserve your formatting when you import your translated file. Please note that question banks aren't translated when using the manual XLIFF export process. Questions drawn from question banks included in knowledge checks and quizzes are displayed in their original language. To translate question banks, add Articulate Localization to your subscription. Tip: Rise 360 uses XLIFF version 1.2. Step 3: Import Translated Text Once you've translated your content, import the file back into Rise 360. Open the duplicate content. Click the Settings icon in the upper right corner. On the Translations tab, expand Traditional XLIFF Translation. Under Import, click Import Translated Text. Select your translated XLIFF file and click Open. A message displays when your text is successfully imported. Why am I seeing an error? If you see an error message that says the “Translation file doesn’t match this content,” make sure you’re in the content from which you originally exported your XLIFF file. The XLIFF file is content-specific, so it can't be exported from one piece of content and imported into another. If you see a different error, the XLIFF file may be incomplete or corrupt. Download a fresh copy of the file and try again. Where did my formatting go? If you deselected Include HTML formatting in step 2, any formatting you applied to your content prior to importing the translated file is not retained. Let us know if you have any questions. We’re happy to help! Step 4: Translate Your Labels Once your content has been translated, translate your buttons and other built-in navigational elements. Click Settings in the upper right corner. Select the Labels tab. Follow the instructions in this article. Translate Training into Multiple Languages For multiple-language training, we recommend Articulate Localization. Not only does it provide a streamlined experience for translating training into multiple languages, but it also offers a deep set of features custom-built for your translation needs. Contact our sales team to learn more.24KViews4likes0Comments