Affinity Learning Inc.
  • ๐Ÿ‘‹Hey, it's Affinity!
  • Overview
    • ๐Ÿ’กWhat we do
    • โœจOur Features
  • Product Guides
    • ๐Ÿง‘โ€๐Ÿคโ€๐Ÿง‘Types of Roles
      • External Admin
      • Internal Admin
      • Learner
      • Manager
    • ๐Ÿ”Authenticating
      • ๐Ÿ”Mandatory SSO Configuration
      • ๐Ÿ”Okta Integration
        • Custom Okta Fields
      • Domain Restrictions
    • ๐Ÿ“ฉInvites
      • Accept an Invite
      • Invite an Admin
      • Invite a Learner
    • ๐Ÿ 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
    • ๐Ÿ›๏ธ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
    • ๐Ÿ“šLMS - 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
    • ๐Ÿ“–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
    • ๐Ÿ–‡๏ธReporting
      • By Training
      • By Portfolio
      • By Campaign and Program
      • Report Builder & Scheduler
        • Audit Events Report
    • ๐Ÿ‘ฉโ€๐Ÿ’ปLearners
      • Dashboard
      • Assigned Trainings
      • Taking a Training
    • โฐNotifications
    • ๐Ÿ“†Nudges
    • ๐Ÿฅ‡Trainings
      • Previewing a Training
    • ๐Ÿ“„Supporting Documents
      • Uploading Supporting Documents
      • Learner Experience
    • Cora - The 24/7 Virtual Compliance Officer
    • Risk Radar & Embedded Assessments
    • Belonging to Multiple Organizations
    • ๐Ÿ‘ฉโ€๐Ÿ’ผManagers
    • In Person Trainings
    • Data Exports/Imports from other LMS
  • Fundamentals
    • ๐Ÿ› ๏ธQuick Start Guides
    • New Learners Video Tutorial
    • Sponsored Fintechs Video Tutorial
    • New Orgs - Assigning Trainings
    • New Orgs - Creating Campaigns
  • Use Cases
    • ๐Ÿ’ณBNPL & BaaS Fintechs
    • ๐Ÿ“ŠGrowing Regulated Tech Company
    • ๐Ÿ“ˆRevenue Driving & Sales
    • ๐Ÿคนโ€โ™‚๏ธPeople Operations
    • ๐Ÿ“–Knowledge Management Platform
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  1. Product Guides
  2. Types of Roles

External Admin

External admin's will be the administrators of an organization's portfolio companies. A portfolio company is a company of which you are accountable for the training success.

An example might be you are a large Banking as a Service provider and have 50 clients who use your product and must be trained across various regulations. You are accountable for these 50 clients and their employees to complete the required training.

As an external admin, you will manage the trainings that are assigned to these portfolio companies. See the subsequent sections on managing an External Organization on the functionality the platform offers to make this seamless for you.

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Last updated 1 year ago

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