Reach Platform Admin Onboarding Checklist

Welcome to Reach! Use this checklist to complete your onboarding and prepare your organization for launch.

1. Log in and explore the Admin Dashboard

   Get familiar with the Admin Dashboard. This is your central hub for managing users, Groups, Assignments, Analytics, and Account settings.

   
   

2. Ensure email delivery

   Work with your IT team to add the Reach domain to your organization’s safe sender list so invitations and notifications are delivered successfully.

   
   

3. Review user roles

   Review user roles and add any additional Admins to your account.

   
   

4. Watch the Reach Onboarding Walkthrough

   Review the Reach Onboarding Walkthrough video for a guided tour of the platform and its key features.

   
   

5. Add your team

   Invite your team members to Reach so they can begin their learning journey.

   
   

6. Create groups for key learning audiences

   Identify your main learner audiences (for example, Managers and New Hires) and create Groups to organize them.

   
   

7. Create assignments for each audience

   Decide which courses or programs each audience should complete and create assignments that align with your goals.

   
   

8. Invite learners and launch your first assignment

   Send invitations to your learners and launch your first assignment to begin their Reach experience.

   
   

9. Review Analytics

   Use the Analytics Dashboard to track learner engagement, progress, and completion rates.

   
   

10. Explore the Admin Dashboard regularly

    Check your Admin Dashboard often for upcoming content, admin workshops, product updates, and tips to help you make the most of Reach.