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Sandler AI Roleplay Coach: Managing Users, Groups, and Programs

Aarika Seat
  • Updated

By following the steps below, you can efficiently manage users, groups, and programs in the Sandler AI Roleplay CoachSM in Yoodli.ai, ensuring a streamlined and effective learning experience for all members.

NOTE: Each invitation immediately uses a Yoodli license key, and the start date of the license is effective the date the email invitation is sent, even if the user accepts the invitation later.

When you log in to your organization for the first time, one group (“Default”) exists. Groups control all enrollments in programs and roleplays in the Yoodli platform. You can invite/add new users to Yoodli via the members page or via groups, and members can exist in multiple groups. We recommend adding users directly via groups to simplify access to content.   

 

Adding/Inviting New Users to Yoodli

  • Inviting Users via Email

  1. Log in to your Yoodli account in Admin View.
  2. In the navigation panel on the left under the People section, click to open the Members option.
  3. Click the Invite Members button.
  4. In the Email(s) field, enter the email address(es) of the users you want to invite, separated by spaces.
  5. Click the Send invites button. The users receive an email with instructions to join.

NOTE: You can add a personalized message in the Optional message field before sending the invitations.

  • Bulk Upload Users
  1. In the Members option, select the Bulk Invite by CSV button.
  2. Click the Download a Sample CSV button to download the CSV spreadsheet template provided.
  3. Fill in the required user information in the CSV file.
  4. Upload the completed CSV file by dragging your CSV file from your local folder to the system or click the Upload from device button to navigate to the location and upload the CSV file.
  5. Click the Next button. The emails will be loaded from the CSV file and displayed.
  6. Review the Role and Group fields, and click the Upload button to invite users in bulk.

Setting Up Groups (e.g., groups for a training cohort like your weekly public sessions, a group for a client-specific program, or groups by region)

  • Creating a Group
  1. In the navigation panel on the left under the People section, click to open the Groups option.
  2. In the upper-right corner, click the  button to create a new group.
  3. In the steps displayed, enter the group name in the Name your group field.
  4. In the Email(s) field, enter the email address(es) of the users you want to invite, separated by spaces.
  5. Click the Send invites button.

  • Managing Group Membership

  1. In the Groups section, select the group you want to manage.
    • To add new members, use the Invite Members, Copy invite link, or Bulk invite by CSV buttons.
    • To remove members from a group, you can:
      • Remove a specific user by searching for the user and clicking the  icon at the end of their row to select the Remove from Group option.
      • Remove users in bulk by clicking the  at the top of the group window and selecting the Bulk remove by CSV option.
  2. Use the drop-down field in the Role column to change the assignment of the users from Member to Admin.

Assigning Users to Programs and Roleplays

  • Creating a Program

  1. In the navigation panel on the left under the Content section, click to open the Programs option.
  2. Click the Create Program button.
  3. Enter the program name and description.
  4. Click to open the Roleplays tab, and then click the
    • Add existing scenario button to add existing scenarios.
    • Create a scenario button to create new scenarios for the program.
  5. Click the Enroll groups button to assign groups (of users) to the program.
  6. Click the Publish button to make the program active.

  • Assigning Users to Roleplays

  1. In the navigation panel on the left under the Content section, click to open the Roleplays option.
  2. Locate the roleplay you want to assign users to and locate the group assignment field in the lower corner of each roleplay scenario (e.g., the field may state “Not Assigned” or “Assigned to 5 groups”).
  3. Click the  on the field to select the groups to assign to the roleplay.

Monitoring and Reporting

  • Regularly check the Activity and Reports sections to monitor user progress.
  • Use analytics to track completion rates and engagement.
  • Adjust programs and roleplays based on user feedback and performance.

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