Find the help you need

In this article

• Before You Start
• Find Your Organisation View
• Create a Team
• Invite Team Members
• Assign Team Roles
• Enter a Team
• Assign Course Credits
• Check Team Member Progress

Before You Start

Make sure that:

• You can sign in to the learning platform.
• You have Team Leader or corporate access where required.
• Anyone you want to invite already has a Centri account.
• Your organisation has available course credits if you want to assign courses.

Find Your Organisation View

1. Sign in to the learning platform.
2. Select the account icon on the left side of the screen.
3. Select Teams.

Important: Any teams you've already created will appear here. If you haven't created any teams yet, you can create one from this area.

Create a Team

1. Go to your organisation view.
2. Select Create Team.
3. Enter the team details.
4. Select Create.

You can create as many teams as you need.

Invite Team Members

Anyone you invite must already have a Centri account. If they don't have one, ask them to create one first.

1. Open the relevant team and select the Settings icon at the bottom right.
2. Select Manage Team.
3. Enter the person's email address.
4. Select Send.

Assign Team Roles

Once someone has joined the team, you can assign their role:

• Team Member: Can access the learning assigned to them.
• Team Leader: Can also view progress for other team members.

Important: Only give Team Leader access to people who need to view team progress.

Enter a Team

1. Go to your organisation view.
2. Select the team name.

From the team view, you can assign course credits and check team member progress.

Assign Course Credits

1. Open the relevant team.
2. Check the team statistics and your current credit count.
3. Select Use Credits.
4. Choose the course type and follow the on screen steps.
5. Select the team member, then select Assign.

Once the course is assigned, the team member will have access to it.

Check Team Member Progress

1. Open the relevant team.
2. Scroll to the bottom to find the list of team members.
3. Select the team member's name.

You'll be able to view their profile details, certification expiry date, progress through topics, quizzes and labs, and previous exam results.

Important: You need Team Leader access to view other team members' progress.

Frequently Asked Questions

Why can't I invite a user?

The person must already have a Centri account. Ask them to create one first, then send the invitation again.

Why can't I assign a course?

Your organisation needs available course credits to assign a course. Check your current credit balance in the team view.

Why can't I see a team member's progress?

You need Team Leader access to view other team members' progress.

Still need help?

Submit a support ticket or email customersupport@centri.org from your registered eLearning email address and our team will be happy to help.