Are you an administrator in Sana Learn? 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 an 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. Sort your content with categories & attributes
Content attributes are a powerful way to structure your content in Sana. Move beyond basic tags: you can set expiration dates, assign content owners, add notes, and so much more.
Content attributes allow you to configure a set of your own custom attributes, which you can categorize into different types and then attach to your content.
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.
Conclusion
Remember, this is just the beginning of your journey with Sana Learn. 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.
💡 Advance your skills even further in our Knowledge Hub, Best Practices: Manage
Happy learning!