Ethena Quick Start Guide for Admins

Getting your team set up to start training on Ethena is a simple, straightforward process. 

Platform setup consists of four main categories of activities:

Add team members

The first step in setting up your Ethena training is to add your team members. There are three options for adding team members to the platform:

• Adding users one by one directly on the Ethena platform
• Adding users via bulk CSV upload
• Adding users via Google Sheets
• Adding users via HRIS integration

Once your team members are added to the platform, you will be able to assign training to them.

Choose your account settings

Next, select the Settings icon to configure a variety of account settings.

From there, you'll be able to navigate through several categories:

Settings Categories

• Company Information:
  • If needed, you can edit your company's display name here.
  • If you will be managing team members via a CSV upload, set up a custom field to include in this upload. This custom field allows you to add one additional field to your team member upload beyond the standard required fields.
  • Enable learners without email addresses: If you have team members without email addresses, you can add them into Ethena and manage their enrollments via direct link.
• Administrators: Here, you can add, remove, and edit permissions of any account admins.
• Billing & Seats: This provides an overview of your billing and contract details.
• Case Management: If you use Ethena's Case Management feature, you'll be able to add custom reporting categories, assign owners to different categories, and customize FAQs.
• Company Policies: Add any company policies relevant to the courses you'll be administering on Ethena. These will be included in team members' learning centers for easy access. 
• Integrations: Enable HRIS integrations to automate user management or Communications integrations (like Slack or Zoom Chat) to deliver notifications to your team members via chat.
• Theme: Add custom branding to your team's learning centers and training notifications, following these instructions.
• Notifications: Set cadences for the following notification types:
  • Automated Training Notifications - Notifications sent on an ongoing basis to users with outstanding training
  • Team Insights - Reminders sent to managers of users with outstanding training, once their team members are past due
  • A variety of admin-only email reminders, including Upcoming Campaign Reminders and Campaign Activity Reports

Add courses and create Training Campaigns

To assign content, first select 'Content Library' in the left-hand menu and ensure your courses have been added to 'My Courses' (for standard Ethena trainings) or 'LMSe Courses' (for custom trainings). If needed, go to the Course Catalog tab and add any courses that may be missing.

Then, head to the 'Dashboard' in the left-hand menu and follow the flow to add a new training. This article walks you through the details of setting up a training campaign in Ethena: How to assign training in Ethena

Any questions? Feel free to reach out to support@goethena.com. We'd be happy to assist!