Available For: License Holders and Teams Subscriptions
Logging in and Getting Started
1. You can login directly through the Portal: portal.prosci.com
2. Once logged in, click on your logo on the upper right and selecting "Manage Organization"
What each section represents:
Users:
Where you can view and manage users that are part of your license environment
Actions Tab:
Add Users, Bulk/Batch Upload or Share our Invite Link
To Bulk/Batch Upload: (Most Common)
Use the drop down to select the tools and download the CSV file
If based in Europe, you can chose the Excel version
Input first name, last name and e-mail
You can leave both the 3 Day Certified Date and the expiration override field blank.
Input "Y"
Save the file and go back to the portal and upload the file
If you don't want to send a notification from the portal, you can uncheck the "Send invite email to all email addresses in file" below the upload
Note On This Option: Users that do not exist in the portal will still receive an e-mail to set their password
Add User:
To setup an individual user, the following will be required:
First Name
Last Name
E-mail
Customer Type (Admin or User)
Optional:
You can add available tools at this step or go back to edit the user at a later point
Copy Invite Link:
Allows users to self sign up
This will work for new and existing users
Account Settings:
Account Details: Where you can complete the following:
Update Logo
Copy Registration Link
Security and Billing and Usage: More to Come Soon!
Reports:
Below are the available reports you can choose to run:
You can read more about each report individually here
Stay Connected! Join the Prosci License Holder Community Team Channel
Have questions about your license? Reach out to your Account Manager or [email protected] for help.