SkillhabitDocs

Startup Guide

First-week path: brand the workspace, add people, publish content, and follow results.

What This Guide Is For

This is the first-week path for a new Skillhabit workspace: make it look like your organization, bring people in, publish something learners can open, then check that progress shows up.

It is a thin path with real UI labels. Deeper how-tos live under each app—follow the links instead of copying those pages here. For job-based recipes (onboard a department, sell a course, sync with SCIM), use Use Cases.

On a 30-day free trial, this path is a practical way to use the weeks you have.

Who This Is For

Workspace administrators setting up Skillhabit for the first time (or redoing a clean start on trial). You may need an IT contact later for identity—that step is optional at the end.

Before You Start

  • You can sign in as an administrator and open Configure, Users & Groups, and Create.
  • You know your company logo and brand colors (or you are fine to skip branding and come back).
  • You have at least one email address for a test learner (yourself is fine).

1. Brand and Set Defaults

Teach: Configure owns workspace-wide look and language. Branding lives under Customization—not a separate “Branding” app.

  1. Open Configure.
  2. Under Customize Your Workspace, open Customization.
  3. Set Company name, logo, Brand background color, Primary color, and Secondary color as needed.
  4. Still under Customize Your Workspace, open Language & Time Zone and set the workspace defaults.

Deeper: Customization, Language & Time Zone, Welcome Banner.

2. Organize People With Groups

Teach: Groups are how you assign content later. Prefer a few clear groups over one giant list. Smart Groups fill themselves from attributes; Manual Groups you fill yourself.

  1. Open Users & Groups.
  2. Go to the Groups tab.
  3. Choose Add → Create Groups.
  4. Create a Manual Group or a Smart Group for your first audience (for example “Pilot learners”).

Deeper: Groups, Smart Groups.

3. Add Users

Teach: A user is one Skillhabit account. Roles and App access decide which apps they open—there is no separate “learner system.”

  1. In Users & Groups, stay on the Users tab (or open it).
  2. Choose Add → Add Users.
  3. Enter Email addresses, or Import CSV.
  4. Optionally add people to groups and send the welcome invitation when the dialog offers it. Changing an existing user’s email can also send that same welcome email; people added without an invitation do not get it automatically.
  5. On each profile (or while adding), set App access so learners can open Home and Learn at minimum.

Deeper: Users and Profiles, Invite Users and Set App Access.

4. Create and Publish Content

Teach: Learners only see published content (after visibility rules). Drafts stay in Create.

  1. Open Create.
  2. Create a course (or SCORM / program / meetup) using the building blocks you need—or start from AI Course Studio if that fits.
  3. Finish the materials, then open the content’s configuration page.
  4. Publish when the content is ready for learners.

Deeper: Create, Managing Content, Supported Content Types.

5. Set Visibility and Targets

Teach: Enrollment is not a separate “enroll” button for most content. On the configuration page, Visibility and targets decides who can see the item in Learn, and whether each target is Mandatory or optional.

  • Content is mandatory — targets see it as mandatory work; Skillhabit tracks completion for compliance-style follow-up.
  • Content is optional — targets get visibility only; it is still real access, not a weaker leftover of mandatory.

Both settings exist. Mandatory did not become optional-only.

  1. Open the published content in Create → configuration page.
  2. Find Visibility and targets.
  3. Choose Add targets and select Groups and/or Users.
  4. For each target, set Content is mandatory or Content is optional (and dates if you need a window).

Deeper: Enrollment and Notifications, Assign Mandatory Content, Visibility in Learn.

6. Set Up Academy (When You Need a Storefront)

Teach: Academy is the storefront (browse, buy, request). Learn is the library (day-to-day taking). Catalog who-can-open settings and per-product availability are different—see the Academy hub before you mix them up.

Skip this step if you only assign content inside the company and do not need a catalog.

  1. Open Academy.
  2. Choose Manage Academy (administrators).
  3. Start with Visibility (who can open the catalog), then Content / collections as needed.
  4. On each published item in Create, turn on Academy Visibility when it should appear as a product.
  5. If you sell: use Activate Commerce, connect payments, and read about licenses only for paid products.

Deeper: Academy, Academy Catalog Visibility vs Product Availability, Supported Payment Options, Sell a Course.

7. Follow Results

Teach: After people start, progress lives in Analyze. Human review of reflections and meetup attendance lives in Follow Up.

  1. Open Analyze → Progressions (and Content Statistics when you care about where learners struggle).
  2. Export when you need a spreadsheet—Exports.
  3. Open Follow Up for Reflection Questions and Meetup Attendance when those apply.

Or jump to Track Team Progress in Analyze / Run a Meetup and Confirm Attendance.

8. Delegate Managers and Collaborators

Teach: Delegation is two different jobs. Managers oversee groups. Collaborators edit content in Create.

Managers

  1. On the person’s profile in Users & Groups, turn on the Manager role.
  2. On each group they should oversee, assign them as a manager (with the permissions you want).
  3. Grant Analyze app access if they should see progress for people in those groups. That scope follows the people in the groups—not only content assigned through the group.

Collaborators

  1. Give the person Create under App access.
  2. On the content in Create, add them as a collaborator.
  3. They can edit that content; with Analyze / Follow Up access they can also follow results and reflections for content they manage.

Deeper: Managers, Collaborator Access.

Optional: Connect Identity

If a directory or IdP should create and update accounts—or people should sign in with Microsoft, OpenID Connect, or Magic Links—do not invent that from this page.

Start with External Identity Providers: provisioning answers who exists; SSO answers how they sign in. You often need both.

Where to Go Next

  • Use Cases — common jobs as short recipes
  • What Is Skillhabit? — product map and trial / updates
  • App hubs in the sidebar when you need the next atomic how-to

What Is Skillhabit?

Skillhabit is the European learning and certification layer for regulated organizations—agile learning with compliance-grade control.

FAQ

Short answers to common Skillhabit questions—with links to the full how-tos.

On this page

What This Guide Is ForWho This Is ForBefore You Start1. Brand and Set Defaults2. Organize People With Groups3. Add Users4. Create and Publish Content5. Set Visibility and Targets6. Set Up Academy (When You Need a Storefront)7. Follow Results8. Delegate Managers and CollaboratorsOptional: Connect IdentityWhere to Go Next