As a company administrator, you oversee the setup and maintenance of your entire Brainshark site. This guide walks you through the core steps to configure your site, organize your users, and prepare your enablement content.

See how it looks

Key features

• Configure global site settings and security preferences
• Manage users, groups, and folder permissions
• Oversee learning courses, curriculums, and enrollments
• Configure coaching settings, leaderboards, and score criteria
• Manage content filters, tags, and the knowledge and skills library
• Establish advanced login, self-registration, and archive rules
• Connect Brainshark with third-party integrations

You need this to succeed

• Plan: Bigtincan Authoring, Bigtincan Basic Learning, Bigtincan Basic Readiness, Bigtincan Elite, Bigtincan Essential, Bigtincan Readiness, Bigtincan Standard, or Bigtincan Standard Plus
• Roles and Privileges: Company Administrator

Step one: Configure company settings

Before inviting users, establish your global preferences to ensure a consistent experience.

1. Click your profile in the top right and select Administration.
2. Click Company in the left menu.
3. Click Media Library to upload your company logo.
4. Click Presentations to set default player themes, security protocols, and guestbook fields.

Read about the Company settings in detail.

Step two: Build your folder structure

Folders keep your content organized and secure. You can build up to four levels of parent and child folders.

1. Click Folders in the left menu.
2. Click Add Folder to create your directories.
3. Click Permissions next to a folder to assign viewer, author, or administrator access.

Read about creating a folder hierarchy in detail.

Read about the folder permissions in detail.

Step three: Create groups and add users

We recommend creating user groups before adding individual accounts. Groups allow you to assign folder permissions and course enrollments to multiple people at once.

1. Click Groups in the left menu and select Add Group.
2. Click Users, then select Manage Users to add individuals manually.
3. To add people in bulk, download the User Bulk Upload spreadsheet, fill it out, and process it using the Brainshark Batch Upload Utility.

Read about creating a new user in detail.

Read about organizing users with groups in detail.

Step four: Set up learning and coaching

Configure your formal training and practice environments.

1. Click Learning in the left menu to define course types, learning topics, and enrollment settings.
2. Click Coaching to establish score criteria, default feedback categories, and leaderboard preferences.

Read about managing enrollments in detail.

Read about default coaching score criteria in detail.

Read about default managing coaching leaderboards in detail.

Step five: Monitor performance

Track user engagement and training progress to ensure your team is succeeding.

1. Click the Reporting tab at the top of your account.
2. Run the Viewing Details by Presentation report to see exactly who watched your content and for how long.
3. Run the Course Enrollment report to monitor formal learning completions and scores.

Read about running standard reports in detail.

Read about scheduling automated reports in detail.