Organizations - Help Center Documentation

Serve employees, customers, partners, and internal teams through one shared platform while preserving the relationships each audience requires. See how Organizations connect delegated administration, relevant learning, and scalable governance.

Plan a structure that reflects your customers, partners, or internal teams. Define local responsibilities and access boundaries while preserving the shared learning and central oversight your academy needs.

Build and maintain the customer, partner, or internal structure behind your academy. Create organizations and branches, update their settings, and manage structural changes with attention to existing relationships.

Keep people connected to the right organizations and branches. Add and manage members, understand shared memberships, and control capacity through organization and suborganization member limits.

Help people join the right organization with less manual administration. Choose suitable invitation and assignment routes, and understand how membership differs from account registration and training enrollment.

Give customers and partners a recognizable academy experience. Configure organization branding, contact information, and custom entry URLs while keeping presentation separate from membership and access permissions.

Make learning available to the right business audiences. Understand how content relationships, administrative permissions, and activity visibility work together, and investigate missing or unexpectedly accessible content.

Create and maintain organization structures at scale using controlled imports and exports. Prepare accurate records, preserve parent relationships, and verify changes before updating a wider population.

Fund eligible learning through an organizational credit balance. Manage allocations and spending permissions, review credit history, and understand how balances differ from item prices and regular-currency payments.