Get started with Sessionboard Learning
Sessionboard Learning turns the recordings and meetings you already have into courses, certifications and credit. You review and publish everything; nothing goes live until you say so.
Sign up
Section titled “Sign up”Say who learns here
On Start Sessionboard Learning, pick everyone who learns from you: Members and the public, Customers and partners or Employees.
Say where your courses are today
Choose Recordings and videos, A webinar series, Documents and slides or In another LMS, or Nothing yet.
Name your first course
Type the first course you want to build, or choose Not sure yet.
Confirm your work email
Enter your work email. We email you a link and a 6-digit code: select Continue setting up in the email, or type the code. Either one works once, for 15 minutes. There is no password. Or select Continue with Google or Sign in with Microsoft, when you see them, and use your work account.
Name your organization
What’s your organization called? comes filled in from your email’s domain. Change it if it isn’t right, then send it.
Start your trial
Select Open my Learning workspace. You start a 14-day trial of the Growth plan with everything on and no card needed.
Already use Sessionboard Marketing? Open Learning under Sessionboard platform in your sidebar and select Add Learning to this workspace. Only an organization admin can add it.
Sign in
Section titled “Sign in”There is no password. Go to Sign in to Sessionboard Learning, enter your work email and select Email me a sign-in link. Open the email and select Sign in, or type the 6-digit code on the page. The link and the code work once, for 15 minutes. If your email opens the link for you, it asks you to select Continue as your address first, so the link is still good when you get to it.
Or select Continue with Google or Sign in with Microsoft, when you see them, and pick your work account. The first time you use one with an account that already exists, we email you a 6-digit code to confirm it’s you; after that, it signs you straight in. Two-step sign-in still applies when your team uses it.
If you set a password for this account before, it no longer signs you in here: use the emailed link, the code, Google or Microsoft. An account that also works in Sessionboard’s platform keeps its password, and an account whose company uses SSO keeps that sign-in.
To change the language of the sign-up and sign-in pages, select the globe at the top right: English, Français, Deutsch or Español. A new account is made in that language, and the sign-in email is written in it.
Two-step sign-in for an account that signs in by email uses an authenticator app or a passkey, not emailed codes, because the sign-in email already goes to that inbox. If you turned on emailed codes before, you keep them.
Creating a workspace means agreeing to Sessionboard’s Terms of Service and Privacy Policy. In the EU, the EEA, the UK and Switzerland you tick a box to agree, and the Data Processing Addendum is included. A teammate you invite agrees the first time they sign in.
Answer the setup questions
Section titled “Answer the setup questions”Until setup is finished, Home walks you through five questions. Each answer is saved as you give it, and nothing is published.
- Who learns here? Members and the public sets your organization up for associations: credit types, transcripts and claims are on. Otherwise it is set up for companies: certifications and assignments come first, and Credits stays off until you need it.
- Which credit do you offer? For example AMA PRA Category 1 Credit™, MOC, ANCC nursing contact hours, ACPE pharmacy, CLE, CPE or CEU. Companies first say whether courses carry credit at all.
- Where are your courses and recordings today?
- How should learners sign in? A link by email, Through our AMS or Our single sign-on. Sign-in through your AMS and single sign-on come with the Association plan (Enterprise for companies); Talk to an expert to add them. Until then learners sign in with a link by email, and nothing else changes.
- Which busywork should Ask take on? Transcripts and chapters, draft quiz questions for your review, reminders to people who are behind, and reports in plain language.
Ask never sets credit, never publishes, never grades a final assessment and never signs an attestation. You can reopen these questions from Getting started at any time.
Find your way around
Section titled “Find your way around”The sidebar has Home, Courses, Certifications, Learners, Signals, Credits (when it is on), Site, Results and Apps. Home shows what is waiting for your review, people to nudge, and the month’s numbers. The rail on the right has Ask, Help and Wish. To bring in colleagues, select Invite teammates in the sidebar; see Invite your team.
Switch apps. The nine-dot button next to the Sessionboard logo lists every Sessionboard app: Platform, Sessions, Awards, Learning and Marketing. The apps your organization has open in one select. The others open a page about the app, where an admin can add it with a 14-day trial and no card, or book a demo of the platform.