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Getting Started with Sana: The Admin's Checklist
Getting Started with Sana: The Admin's Checklist
Bianca Wetter avatar
Written by Bianca Wetter
Updated over a week ago

Are you an admin of Sana? Do you want to ensure you are not missing out on any of Sana’s functionalities and best-practices? Great! This guide is for you. We have gathered a check-list of functionalities and how to use them, to ensure your organization is set up for success.

Let’s go!

1. Customize your organization

You can personalize your organization's profile with your brand themes, colors, and fonts. This will make your platform feel familiar, on brand and engaging for your team

Learn how here

2. Set up SSO and HRIS integration

Do you have an identity provider (e.g. Okta, Azure AD) and/or a HRIS? If yes, we strongly recommend connecting these with Sana. This creates a more seamless user experience, simplifies the login flow,, and helps you save time as an admin through enabling automated learning experiences.

This can easily be set up together with your Engagement Manager - read how here.

3. Identify your Admins and Group Admins

As the main admin, you shouldn’t have to do all the work yourself - Sana is built on the notion of democratizing learning. Empower managers, local admins and authors to create, collaborate and take ownership of reporting. Use the Admin role for a select few to help you administer the platform, while Group Admins are useful for a broader group of managers, team leaders and content creators.

Learn more about our roles here

4. Build out Smart Groups

Smart groups allow you to dynamically group users based on criteria, such as department or region. New users are added automatically to the group if they fulfill the criteria - hence why it’s smart. Use Smart Groups to easily bulk-assign courses or Live sessions, restrict access to content, or for future reporting purposes.

Learn how here

5. Set up a few Teamspaces to simplify collaboration

Like a library houses study areas and different sections for specific subjects or topics, teamspaces provide focused environments for teams or projects.

For example, you can create a teamspace dedicated to sales enablement, where sales representatives, trainers, and managers can access resources like sales playbooks, training materials, and success stories. Additionally, you may have a teamspace for content creators to collaborate and author those resources or content designed for mandatory learning initiatives, such as programs.

Furthermore, the access levels of members can be determined by the teamspace owner to ensure only specific users have access to modify the content contained within.

Learn how here

6. Create Programs for automated distribution of learning

Programs save you time when it comes to administrating learning journeys, they allow you to automate; the enrollment of learners, course delivery, email notifications, and deadlines.

The most common examples of programs are for onboarding new employees, leadership development, and sales enablement.

Learn how here

7. Set up Tags for a browsable library of content on your homepage

Tags are used to categorize and organize your content, making it easier for learners to find relevant courses or resources. You may use tags over teamspaces if you want to cover a wider range of content, for instance, you could tag all resources related to your company's toolbox, sustainability efforts or audio/video resources

Learn how here

8. Setting up an Insights Dashboard to Track Progress

An Insights dashboard is a powerful tool that allows you to visualize and track the learning progress within your organization. With this dashboard, you can create customized reports and widgets that provide real-time data on course completions, user engagement, and much more

For instance, you can track the progress of new hires throughout their onboarding process, monitor the effectiveness of training programs, and measure the impact of learning initiatives on performance outcomes

Learn how to set up your Insights dashboard here


Remember, this is just the beginning of your journey with Sana. As you continue to explore and use the platform, you'll discover many more features and tools to enhance your organization's learning and development.

Happy learning!

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