Organisation Documentation
Manage your training organization, team, credits, and templates.
Dashboard Overview
Your dashboard shows key metrics:
Total Courses
All courses created by your trainers
Active
Courses currently running
Draft
Courses being prepared
Completed
Finished courses
Sidebar Navigation
Your dashboard has these menu items:
Dashboard
Overview stats and quick actions
Courses
View all courses by your trainers
Users
Manage trainers and team members
Credits
Allocate credits to trainers
Activities
Create activity templates
PCQ
Create questionnaire templates
What You Can Do
Team Management
Onboard trainers and manage team access
Credits
Allocate credits to trainers from org pool
Templates
Create Activity and PCQ templates for trainers
Course Oversight
View all courses and training activities
Branding
Customize colors and styling
Organization Settings
Manage org details and preferences
Documentation Sections
Quick Start
Review Dashboard
Check your organization's course overview and credits.
Onboard Trainers
Go to Users → Invite trainer with their email.
Allocate Credits
Go to Credits → Transfer credits to trainers.
Create Templates
Go to Activities or PCQ → Create templates for your trainers.
Customize Branding
Set your organization's colors and logo.
Monitor Courses
Go to Courses → View all training sessions.
💡 Pro Tips
- •Credit Pool: Org credits are shared. Allocate specific amounts to trainers who need them.
- •Templates: Create Activity and PCQ templates once, trainers can reuse them.
- •Admin Templates: You'll also see platform-shared templates from TrainerStack admin.