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Quick Start Guide

A quick-start guide to Affinity in 5-minutes and 4-steps.
Step1: Creating your organization (1 minute)
Navigate to and click the "Get Started" button to begin the onboarding flow. It will take just 1 minute to fill out your organizations details.
  1. 1.
    Organization Name
  2. 2.
    Your contact details (name, email, role)
  3. 3.
    Click Create
  4. 4.
    Verify Email Address
  5. 5.
Step 2: Assigning a training (1 minute)
Next, go to the training library and find a training you'd like to assign to your organization. Click to assign to all members (just you currently).
You'll see a notification that you have a new training and can switch to your Learner role to check it out.
Step 3: Making a rule (1 minute)
Rules help you manage and automate your workflows. They're not necessary, but are highly recommended.
You could try making a rule that automatically assigns the training from Step 2 to all new employees you add to your organization.
Step 4: Inviting your team (2 minutes)
To invite teammates to your plan, navigate to the Learners tab and click the add button to start adding employees. You'll follow the instructions on that page and each employee will receive an invite to begin as a learner of your organization.
Note: Plans are limited to 1 Seat until you provide billing and enroll in a plan that supports a higher maximum. We're happy to talk through plan options customized for you.