Genius

Help for those using Genius CE and Enterprise out-of-the-box products.

Genius CE and Enterprise

API Documentation - Genius CE & Enterprise

Learners Overview - Genius CE & Enterprise

Administrator's Overview - Genius CE & Enterprise

Genius+ Menu

Registration Receipt - Genius CE & Enterprise

Qualtrics Survey Integration - Admin Setup Guide - Genius CE & Enterprise

Using Parameters to Create Section End Reminder Emails - Genius CE & Enterprise

Using Bulk Actions for Enrollment End Reminder Emails – Genius CE & Enterprise

Canceling Sections: Administrator Guide - Genius CE & Enterprise

Data Migration Best Practices - Genius CE & Enterprise

Custom Domain (Vanity URL): Admin Guide - Genius CE & Enterprise

Transcript Configuration Guide - Genius CE & Enterprise

Certificate Configuration Guide - Genius CE & Enterprise

Memberships: Admin Guide - Genius CE & Enterprise

Quantity Registration: Admin Guide - Genius CE & Enterprise

Profile Merging & Duplicate Resolution - Genius CE & Enterprise

Message Center Guide - Genius CE & Enterprise

Enrollment Approval Workflows - Genius CE & Enterprise

Email Template Delivery Troubleshooting - Genius CE & Enterprise

Password Reset & Account Recovery: Administrator Guide - Genius CE & Enterprise

Gradebook & Grade Sync Troubleshooting - Genius CE & Enterprise

Price Options (Managing Price Segments) - Genius CE & Enterprise

Finance Reports Access Control - Genius CE & Enterprise

Automating Course Enrollment After Learning Path Completion - Genius CE & Enterprise

Prescriptive Rules - Genius CE & Enterprise

Financial Agreements for Funding Partners - Genius CE & Enterprise

Creating Custom Account Registration Forms - Genius CE & Enterprise

Custom Account Registration Forms: The Learner Experience - Genius CE & Enterprise

Custom Account Registration Forms - Genius CE & Enterprise

Purchase Orders - Genius CE & Enterprise

Purchase Adjustments & Payment Refunds - Genius CE & Enterprise

Guardian Accounts - Genius CE & Enterprise

Financials: Accounts - Genius CE & Enterprise

Google Analytics - Genius CE & Enterprise

Experiential Learning - Genius CE & Enterprise

The Administrator's Interface - Genius CE & Enterprise

Administrator Dashboards - Genius CE & Enterprise

Classifying Users - Genius CE & Enterprise

Custom Roles and Role Permissions - Genius CE & Enterprise

Importing Custom Fields via CSV - Genius CE & Enterprise

Multi-factor Authentication (MFA) - Genius CE & Enterprise

Custom Fields/Lists - Genius CE & Enterprise

Creating Learners - Genius CE & Enterprise

Affiliations - Genius CE & Enterprise

Triggers - Genius CE & Enterprise

Adding Affiliation Managers - Genius CE & Enterprise

Creating Courses and Sections - Genius CE & Enterprise

Approval Process - Genius CE & Enterprise

Managing Waitlists and Seat Offers - Genius CE & Enterprise

Course Prerequisite Formulas - Genius CE & Enterprise

Using Documentation as Prerequisites - Genius CE & Enterprise

Learning Paths - Genius CE & Enterprise

Enrolling Learners - Genius CE & Enterprise

Creating Prescriptive Rules - Genius CE & Enterprise

Auto-Email Options - Genius CE & Enterprise

Taking Attendance - Genius CE & Enterprise

Archiving Courses - Genius CE & Enterprise

Report and Query Builder - Genius CE & Enterprise

Query Builder and Subscription Reports by Affiliation

Report Subscriptions - Genius CE & Enterprise

Duplicate Users Report - Genius CE & Enterprise

Deleting Reports - Genius CE & Enterprise

Coupons - Genius CE & Enterprise

Payment Gateway Configurations - Genius CE & Enterprise

Course Expirations - Genius CE & Enterprise

Restricting Access with Affiliations - Genius CE & Enterprise

Courses and Section Catalog Restrictions - Genius CE & Enterprise

SSO - Genius CE & Enterprise

Enrollment Forms: Admin Guide - Genius CE & Enterprise

Segments - Genius CE & Enterprise

Price Option and Segment Purchases Report  - Genius CE & Enterprise

Restoring Learner Account Info When Learners Share a Device - Genius CE & Enterprise

The Organization Creation Form - Genius CE & Enterprise

Setting Up the B2B Catalog - Genius CE & Enterprise

The B2B Catalog - Genius CE & Enterprise

Bulk Discounts - Genius CE & Enterprise

Creating and Editing a Section - Genius CE & Enterprise

Duplicating a Section - Genius CE & Enterprise

Roster Sign-in Sheets - Genius CE & Enterprise

Data Export Best Practices - Genius CE & Enterprise

Administrators

Joining a Waitlist and Accepting a Seat Offer - Learner Guide - Genius CE & Enterprise

Section Canceled - What to Expect: Learner Guide - Genius CE & Enterprise

Memberships: Learner Guide - Genius CE & Enterprise

Quantity Registration: Buying Seats for Others - Genius CE & Enterprise

Password Reset & Account Recovery: Learner Guide - Genius CE & Enterprise

Learner Dashboard Updates - Genius CE & Enterprise

The Learner Dashboard - Genius CE & Enterprise

Course Catalog for Learners - Genius CE & Enterprise

Browsing for Courses - Genius CE & Enterprise

Accessing Courses - Genius CE & Enterprise

Course Information - Genius CE & Enterprise

Enrolling in Courses - Genius CE & Enterprise

Accessing your Courses - Genius CE & Enterprise

Paying for your Courses - Genius CE & Enterprise

Dropping a Course - Genius CE & Enterprise

Creating Your Account at Checkout & Setting Your Password  - Genius CE & Enterprise

Buying Seats for Your Organization - Genius CE & Enterprise

Learners

Browser Support

Embedding Site in an IFrame - Genius CE & Enterprise

CSV Imports Guide - Genius CE & Enterprise

A Glossary of Terms - Genius CE & Enterprise

LMS Integrations - Genius CE & Enterprise

Parameters - Genius CE & Enterprise

Applying a Vanity Name - Genius CE & Enterprise

Roles - Genius CE & Enterprise

Template Variables - Genius CE & Enterprise

E-Commerce - Genius CE & Enterprise

Built-In Reports - Genius CE & Enterprise

Branding your Site - Genius CE & Enterprise

List of Email Templates - Genius CE & Enterprise

Using Email Templates - Genius CE & Enterprise

SQL Reports Examples

Blackboard Learn Grade Extract Rules and Completion Flags

Reference Guide

Preparing for a New Training Cycle - Genius CE & Enterprise

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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