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Setting up your organization

Updated over 5 months ago

Smart Arena empowers organizations to create a tailored e-learning environment that aligns perfectly with their structure and needs. Here's how you can set up and manage your organization effectively and why it matters:

1. Set up your Organization

To set up an internal organizational structure, first, you need to manage your organization. Details like the organisation's name, location and language should be set up first. For detailed instructions see Organizational settings.

2. Bulk import and set up your organizational structure

Simplify the process of onboarding employees by using the bulk import feature. With this tool, you can upload user data in one step, ensuring a seamless transition to the platform.

Bulk import is useful for organizations with a diverse and hierarchical structure. By importing all data at once you not only save time but prepare your organizational structure beforehand. Before importing user information, you can bulk import: 

  • Organizational units

    • Organizational unit management allows administrators to structure their company within the system by creating and organizing units such as departments or teams. For more information about managing see Org. units management, and for importing see Org. units bulk import

  • Locations

    • Set up different locations where your employees work in your organization. This will allow for easier allocation of educational material for each location. For more information see Locations Management and Locations bulk import.

  • Workplaces

    • Workplace Management feature in Smart Arena enables organizations to efficiently define, organize, and assign workplace roles. This functionality helps structure teams, streamline operations, and ensure clarity in role-based responsibilities. For more information see Workplace management and Workplace bulk import

A smooth onboarding process demonstrates professionalism and reduces the time employees spend waiting to access learning resources, allowing them to begin training immediately. This setup makes the process of assigning the right content and courses and enrolling the needed employees simple and efficient.

3. Manage your Organization

After importing your internal organizational structure, you can individually assign or enable permissions for each user or user group. 

  • Set up Advanced settings such as specific accesses, content approval, outgoing email address, automatic updates, enable statements mode and manage the player lock screen.

  • Assign roles and permissions to ensure everyone has access to the appropriate features. See Roles and Permissions for more detailed instructions. 

  • Create groups or departments to segment employees based on their work or project needs. See User grouping for more detailed instructions. 

  • Monitor progress with detailed analytics and reports, giving you valuable insights into employee engagement and course completion. See Reporting for more detailed instructions.

Efficient management of your organization ensures that employees receive content tailored to their needs, utilising the reporting features to analyse and improve the education process, boost engagement and make training more impactful.

Make sure you keep your organizational data and structure up to date. To make this process automatic, Smart Arena offers an API integration solution.

4. API Integration

Smart Arena offers API integration. With the API, you can connect the platform to your existing systems, such as HR software, to streamline processes. For example, you can:

  • Automate user management by syncing employee data between your HR system and Smart Arena.

  • Push or pull data to create custom reports or dashboards.

  • Enable real-time updates for course completions, certifications, and progress tracking. See API documentation for more detailed instructions. 

To set up API please contact our technical team at [email protected].

Integration with existing systems saves time and reduces errors caused by manual input. It ensures a consistent flow of information across platforms, enabling smarter decision-making through advanced analytics.

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