eloomi

Nick Thayer

Zaheer Haral

Lisa Heim

From managing Users to Branding we have it all covered

Administration & Control

In this article, you learn how to Create, Import, Invite, Edit, Deactivate, Delete, and Group People.

How to Create and Manage People

This article covers the Groups feature on eloomi Infinite and how to use it.

How to Use Groups on eloomi Infinite

This article reviews custom user fields on eloomi Infinite and how they work.

How to Use Custom User Fields

This article briefly covers the process behind creating a user without an email address.

How to Create People without Email Addresses

This article describes how admins can log in as another user on eloomi Infinite.

How to Log In As Another User

This article details the new user roles and permissions on eloomi Infinite.

How to Use Custom User Roles and Permissions

This article shows you how to import a new user or multiple people through the user import using Excel.

How to Bulk Import People via Excel

Invitations allow sign-up with ease using self-signup invitation links.

How to create and manage Invitations

This article describes the non-admin side of the Invitation feature.

How to use Invitations and Self-Signup as a User

User Management

In this article, you will learn how white label your eloomi Infinite platform to reflect your organization's brand and name.

How to Use White Labeling

This article describes how you can customize your platform for segments of your organisations.

How to use sub branding

This article reviews the process behind setting up a custom email address.

Custom SMTP on eloomi Infinite

This article describes our feature to setup a custom URL on your eloomi Infinite environment

How to setup a Custom URL

This article describes how to customize your learner dashboard on eloomi Infinite!

How to Customize the Learner Dashboard

This article describes how to customize the branding 🎨 on your platform, and highlights recommended image sizes.

Platform Branding on eloomi Infinite

Stefan Timmermann

Platform Branding

Learn which emails you and your learners receive from eloomi and how you can set your own email preferences 📩

Email Notifications Overview

How to Manage Admin Email Settings

This article describes the user-flow on how to set your own Timezone in Profile Settings.

How to set Timezones

Kenneth Granno

Settings

This article is a brief overview of the Hierarchy feature.

Hierarchy (subgroups) - Overview

This article will cover how to manually create and manage hierarchies within Group administration.

How to manage Hierarchies / Organizational Tree

How to create and edit a group in Hierarchies

How to create Levels

Hierarchy Reporting and Manager Experience

Hierarchies

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.