Learning Center

    Setting Up Your Institution

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    If you’re a Partner Admin, setting up your institution’s profile is the first step to making the platform work smoothly for your team. This article walks you through uploading logos, entering semester dates, and adding Instructors—all of which ensures your Classes look professional and stay organized throughout the year.

    Step 1: Upload Your Logos

    Go to Institution Settings in your Partner Portal.
    You’ll be prompted to upload two logos:

    • Full Logo – This is usually a horizontal logo with your institution's official name.
    • Shortened Logo – This is usually a square logo that might just be the symbol of your Institution, or sometimes a nickname for the school.
      Logo Requirements:
    • Format: PNG (recommended for transparency)
    • Size: At least 600px wide for horizontal logos and at least 600x600px for square logos
    • Background: Transparent or white (avoid dark or cluttered backgrounds)
      How to Save a Logo as a PNG:
    • If you have a logo in JPG or PDF format, open it in Preview (Mac) or Paint (Windows), then choose File > Export / Save As, and select PNG from the format options.
    • If you’re using a design tool like Canva or Adobe Illustrator, choose Download > PNG, and check the box for a transparent background if available.

    If you’re unsure which version of your logo to use, check with your communications or marketing team—they’ll likely have both on file.

    Once uploaded, your logos will automatically appear on:

    • Promo images for Classes
    • Student-facing materials

    Step 2: Enter Semester Information

    Still in Institution Settings, scroll to the Semesters section.
    For each term, you’ll:

    1. Name the semester (e.g., “Spring 2026” or “1st Quarter 2026”)
    2. Enter the start and end dates

    This allows the platform to:

    • Automatically archive Class rosters after the term ends
    • Keep Participant records organized by semester
    • Align evaluation data with institutional reporting needs

    You can add multiple upcoming semesters to stay ahead of scheduling.

    Step 3: Add Instructors and Organize by Department

    Navigate to the Team Members tab in Institution Settings, then click “Add Instructor.”
    You’ll need to enter:

    • First and last name
    • Email address
    • Department assignment
      About Departments:
    • You can create departments ahead of time (e.g., “Peer Leaders,” “Wellness Team,” “Psych 101 Faculty”), or add a new department while adding an Instructor.
    • Departments don’t need to match your formal campus structure—use whatever categories help you keep things organized.
    • If only a few people are using the platform, you can create a single department like “[Your School Name]’s AOM” and add everyone there.
      Once added, Instructors will receive an email invitation to access the platform and can:
    • Browse and preview Classes
    • Book and lead sessions
    • View feedback for the Classes they teach

    Tips & Notes

    • Only Partner Admins can access Institution Settings and manage team members.
    • You can edit or replace logos at any time—just upload new files in the same spot.
    • Logo files with a transparent background help promotional materials look clean and professional.

    Still Need Help?