🛠️Quick Start Guides

Let's get you started! Here is the tl/dr on how to get started with Affinity's different use cases.

New Organization Quick Start

This quick start is perfect for admins who wish to set up their company with Affinity for compliance training and management. In only 5 minutes you'll be set up on a free plan to explore all of Affinity's features.

Step1: Creating your organization

Navigate to https://app.itsaffinity.com/ and click the "Create Organization" button to begin the onboarding flow.

Then take just 1 minute to fill out your organizations details.

1. Organization Name

2. Your contact details (name, email, role)

3. Click Create

After you click create, verify your email address and your organization is ready!

Note: You don't need to set up any billing details to create your organization. All organizations are enrolled in our free tier by default. You can try out the plan with 1 user and then subscribe to a paid plan when ready. If you have more than 50 learners, contact us about plan customization.

Step 2: Assigning a training

Next, go to the training library and find a training you'd like to assign to your organization. Our trainings will fit all of your needs, from bank sponsor onboarding to compliance management rigor. Find one of interest, like AML/BSA and then:

1. Click "Create New Assignment"

2. Set a due date

3. Assign yourself

You'll see a notification that you have a new training and can switch to your Learner role to check it out.

Assigning many different trainings at once? Check out our Campaigns feature where you can group trainings and learners together easily for reporting and administration purposes.

Step 3: Making a rule

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

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.

You can add learners on a 1x1 basis or in bulk.

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.

Step 5: Export a Report

Lastly, let's export a report. On every page, you will find an "Export" button or a "Report" button to generate a report of interest. It's one of Affinity's biggest value props to make reporting easy.

For this guide, navigate to the "Reporting" tab and choose one of the two default reports to try out. Note: You'll want to have had your learner assigned a training in order for data to show up in the report.

Step 6: You're done!

That's it! In a few minutes, you've explored how easy it is to set up and manage your organization with Affinity.

• Creating your Organization

• Inviting Learners

• Assigning Trainings (and Campaigns)

• Reporting

There is much more to explore as well, so please reach out to us if you have any questions and want to talk more about using Affinity with your organization.

New Learner Quick Start

This quick start is for new learners to the Affinity platform. It will walk you through the initial steps of finalizing your account to taking your firs training.

Step 1: Check email for invite

Your company administrator will have invited you with your company email address. Affinity sends out a welcome email detailing registration instructions.

Once you've received the email that you've been invited, navigate to https://app.itsaffinity.com to "Register"

Step 2: Register your account

Click on the Register button and choose one of the authentication options:

• SSO

• Email and Password

We recommend SSO when possible as it will automatically verify your email address and enable one-click sign-in.

If you choose email and password, you will also need to verify your email address. An email is sent to you from our authentication service asking you to click a link proving you own this email address. After you click the link, you will be able to sign in to your Learner Dashboard.

Step 3: Check your assigned trainings

Once logged in, you can navigate to your learner dashboard.

Your learner dashboard will show you all of your trainings and their different statuses. Generally, as a new learner, you will see trainings in the "Assigned Courses" tab.

When you're ready to complete a training, click on the training of interest to begin or continue. Your progress will be tracked and updated automatically and reported back to your company admin.

Step 4: Complete a training

After you click on a training, it will load and you can begin completing it.

Note: you can always open a training in a new window if you have certain browser security settings that require this option.

Step 5: Need any help?

If you need any assistance, you can utilize our support box in the bottom right of every page. Fill in the required information and we will help you as soon as we can.

Step 6: All done!

That's it! You're all set to enjoy and learn from all the content on Affinity. We're looking forward to seeing you progress! 🚀