Affinity Learning Inc.
  • 👋Hey, it's Affinity!
  • Overview
    • 💡What we do
    • ✨Our Features
  • Product Guides
    • 🧑‍🤝‍🧑Types of Roles
      • External Admin
      • Internal Admin
      • Learner
      • Manager
    • 🔐Authenticating
      • 🔐Mandatory SSO Configuration
      • 🔐Okta Integration
        • Custom Okta Fields
      • Domain Restrictions
    • 📩Invites
      • Accept an Invite
      • Invite an Admin
      • Invite a Learner
    • 🏠Internal Organizations
      • Create an Internal Organization
      • Admin User Management
      • Learner Management
        • Invites
        • Removing
        • Merging
        • Leaves of Absence
        • Email Communications
        • Trainings
          • Nudges
          • Override Status
          • Override Due Date
          • Requirement Override
          • Add Notes
          • Bulk Management
          • Individual Bulk Training Management
      • Training Management
        • Assign a Training
        • Unassign a Training
        • Previewing a Training
        • Filtering Trainings
        • Reporting
        • Manage Trainings in Bulk
        • Training Quick Edits
        • Set Due Date
        • Required vs Optional
        • Open Course Catalog
        • Supporting Documents
        • Nudge
        • Via Sponsor
      • Dashboard
      • Reporting
      • Billing
      • Sponsor Onboarding
      • Slack Integration
      • Rules & Schedules
        • Nudge Schedules
        • Recurring Schedules
          • Advanced - Campaigns and Recurring Schedules
      • Notification Settings
      • Downloading PDFs
    • 🏛️External Organizations
      • Dashboard
      • Portfolio Management
        • Inviting Organizations
        • Performance
        • Reports
        • Details
      • Learner Details
      • Admin Management
      • Training Management
        • Assigning Training
        • Edit a Training
        • Reporting
        • Previewing a Training
        • Supporting Documents
      • Campaigns - External
        • Creating and Managing
      • Reporting Partners
      • Scheduled Reports
    • 📚LMS - Authoring
      • LMS Dashboard
      • Deleting a Training
      • Share/Review Links
      • Version Control
      • Structure of a Course
        • Section Management
          • Section Settings
        • Page Management
          • Page Settings
        • Name, Description, & Logo
      • Customizing Content
        • Custom Targeting
        • Custom Templating
        • Duplicating and Customizing Affinity Trainings
        • Theming
        • Design Settings
      • Grading & Tracking Settings
        • Question Response Data
      • Previewing and Publishing
      • Training Library Catalog
      • Editor Overview
        • Knowledge Based Questions
        • Section and Page Reordering
        • Media
        • Interactive Features
        • Tables
        • Column Layouts
      • Use Cases
        • Policy Attestation Example
      • Restricted Authors of Course
    • 📖Campaigns
      • Campaign Page
      • Campaign Detail Page
      • Create a Campaign
      • Create a Program
      • Program - Activate
      • Program - Learner Management
      • Program - Training Management
      • Program - Editing
      • Program - Delete
      • Campaign - Delete
      • Reporting
      • Advanced
      • Use with Recurring Schedules
    • 🖇️Reporting
      • By Training
      • By Portfolio
      • By Campaign and Program
      • Report Builder & Scheduler
        • Audit Events Report
    • 👩‍💻Learners
      • Dashboard
      • Assigned Trainings
      • Taking a Training
    • ⏰Notifications
    • 📆Nudges
    • 🥇Trainings
      • Previewing a Training
    • 📄Supporting Documents
      • Uploading Supporting Documents
      • Learner Experience
    • Cora - The 24/7 Virtual Compliance Officer
    • Risk Radar & Embedded Assessments
    • Belonging to Multiple Organizations
    • 👩‍💼Managers
    • In Person Trainings
    • Data Exports/Imports from other LMS
  • Fundamentals
    • 🛠️Quick Start Guides
    • New Learners Video Tutorial
    • Sponsored Fintechs Video Tutorial
    • New Orgs - Assigning Trainings
    • New Orgs - Creating Campaigns
  • Use Cases
    • 💳BNPL & BaaS Fintechs
    • 📊Growing Regulated Tech Company
    • 📈Revenue Driving & Sales
    • 🤹‍♂️People Operations
    • 📖Knowledge Management Platform
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On this page
  • Video overview
  • Video Topics
  • External Organizations
  • Internal Organizations via Sponsor
  1. Overview

What we do

PreviousHey, it's Affinity!NextOur Features

Last updated 3 months ago

Video overview

Got a few minutes? Check out a holistic video overview of our product!

In the video above we cover some of the most useful features Affinity has to offer. This will help accelerate your use of Affinity. After you watch and learn, continue to dive into other features which weren't covered in the video, but documented on this site.

Video Topics

  • Setting Up Your Organization:

    • Create a new organization by entering company information and verifying your email.

    • Add employees as learners by uploading their details via a CSV file.

  • Assigning and Managing Trainings:

    • Assign trainings to learners using the Affinity Course Catalog or your own custom trainings.

    • Customize deadlines for individual learners and keep track of all changes for audit purposes.

  • Creating Campaigns and Programs:

    • Set up campaigns to manage training assignments, with options to create specific programs for different groups (e.g., all employees vs. engineers).

  • Monitoring and Reporting:

    • Use the training library to manage and monitor assigned trainings.

    • Generate and export reports on training progress, with options for Slack integration and detailed notifications.

  • Automating Workflows:

    • Set up recurring trainings and automatic nudge schedules to ensure learners stay on track with their assignments.

    • Optionally, integrate with HR systems for automatic onboarding into trainings.

External Organizations

This video walks you through how to act as an external organization and onboard various clients to your portfolio and assign them trainings.

Internal Organizations via Sponsor

This video explains how to get started if you are being onboarded via a bank sponsor or BaaS provider.

💡
Welcome to Affinity!