Admin Settings Overview

Clicking on your organization's logo on the top left corner of the screen and select Organization Settings. This will take you to the Admin panel. Here's a brief overview of each section.

User:

This section is available under settings for all members and learners alike. Here you can update and manage your personal information, delivery addresses and remove or edit them as needed.

Organization:

  • Organization Name: This is the name of your Organization as it appears on your records, including all bills and communication from Arist.

  • Org ID: Your unique Arist Org ID.

  • Logo Preview: Here you can upload your Organization's logo. This logo will appear in course messages where an image is not already set.

  • Classroom URL: If you share your classroom domain with your Learners, we recommend choosing a familiar URL that will resonate with your Learners.

  • Timezone: This sets your organization's time zone and is used to determine when messages will be sent if you have not set a Schedule timezone for a course and the Learner has not selected a timezone upon enrollment.

  • Language: Here you can choose the default language of your platform.

  • Various Settings: From this page, you can also enable the use of an external manager ID for learners, require learners to share their email address, limit learners to three active enrollments at once, and allow or disallow learners to manage their own enrollments.

  • 'Save' Button: After making any changes to your Organization Settings, be sure to click the save button to save your changes.

Members:

The members section is where you can manage the other admins, writers, analysts, and distributors. For more information on these roles and how to manage members, check out this article: Settings: Members

Delivery Methods:

This is where you can enable/disable the five delivery methods (SMS, Slack, Microsoft Teams, WhatsApp, and Email) and adjust settings for each one. This is also where you set up the integrations for Slack and Microsoft Teams.

Metadata:

Here you can add custom metadata values to Arist to add to Learner records. These can be used to trigger automations, build dynamic cohorts and improve specific Analytic tracking. This can also be done in bulk through a CSV upload and fields added will populate here. Read through this article for more information: Uploading a Cohort via CSV

Tags:

Tags are a way to create labels for specific types of courses and organize them for easy filtering and searching in the Courses Tab. Simply click Create new and give it a name. Read this article for more information: Settings: Tags.

Channels:

If you are delivering courses via SMS, Microsoft Teams, or WhatsApp, you have the option to create specific Channels for your content to better organize content by theme for you learners. For more on this feature, read Settings: Channels

Response Reminders:

The response reminders tab is where you can control how many reminders send to learners as well as the cadence of these reminders. To learn more, go to this article: Settings: Response Reminders

Security Log:

The security log keeps a running record of all changes and updates made in the system including changes to settings, accounts, schedules and more.

System Messages:

For this setting to appear, your organization must have the "Custom System Messages" setting enabled. Reach out to your Customer Success Manager to get this turned on. Once it is, you can customize all system messages from here. For more information, read Settings: System Messages

Custom Prompts:

For this setting to appear, your organization must have AI image generation enabled. Reach out to your Customer Success Manager to get this turned on. Once it is, you can customize the prompts that go into your organization's AI image generation and add your logo as a custom watermark. To learn more, read Settings: Custom Prompts



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