Yoodli organization are designed to provide you a customized version of Yoodli. Through this organization, you can brand Yoodli, group users, provide those users a customized Yoodli experience based on their group, and provide anyone in your organization access to Yoodli.

You can watch a quick video explainer here

There are three primary concepts:

For now, organizations can only be created by the Yoodli team. Please contact [email protected] or another Yoodli representative if you need help getting your organization setup.

Every organization has a single owner, and zero or more admins. You can read me about roles in your organization here.

You can add a logo to your organization to showcase your brand by going to organizational settings, clicking the “Settings” tab, clicking the “...” to the right of your organization and choosing the “Change Image” option.

You can manage the admins via the “Manage admins” button in the “Settings” tab of your organizational settings page.

An organization owner is initially set up by the Yoodli team when the organization is created.

When you want to change the owner, the current owner may transfer the ownership to any of the admins of the org.

As the current owner, you need to add the next owner as an admin of the organization, and then select the “Transfer Ownership” menu from three dots of “Manage admins” screen, which is explained in the previous section.

The full list of groups in your organization can be found in the “Settings” tab of the organization settings page. You can create new groups in your organization via the groups page.

Organization content can be best managed via the organization settings page. You can also easily create courses or welcome videos via the “Course” tab in a group.

Both courses and welcome videos exist in the organization itself, and can be made available in zero or more groups. This makes it easy to share content across your groups.

Courses are an ordered collection of videos that you can use to help your users learn. These can easily be created via the “+” button under “Courses”.

After creating a course, you can manage them via the “...” button.

You can edit the details of them to adjust the name, description, and what groups they’re available in

You can “Manage course videos” to reorder, remove, or edit details of each video in the course. To add new videos, use the “Upload videos” option

Welcome videos are single videos that can be added to a group. Welcome videos are unordered and will be shown all together. You can similarly upload and manage welcome videos, including their availability, via the “+” and “...” buttons much like courses.

You can customize your scenarios under the "Customize Practice" tab on the organization settings page. By customizing scenarios, organization members will no longer be able to access the default scenarios and personas and will only be able to access the ones you create and provide to them. Please follow the instructions in-product on how to customize each scenario.

Interview banks are named sets of interview questions that users in your group will see instead of the default question bank. You can create up to 5 interview banks within an organization, each of up to 20 questions.

Each interview bank can be shared across groups in the same way as Courses and Welcome Video. To manage the interview banks within your organization, go to your organization settings page and click the “Customize Practice” tab

Users will see these branded question banks in sections when choosing custom interview questions

You can create a group via the “Groups” left navigation option

If you are not yet a member of any groups, you’ll see a popup to get you started creating a group. If you’re already a member of a group, you can create a new one via the plus button

Non-admin members of groups have a limited user experience - they can only see the Courses associated with the group. Group members cannot see each other's user details.

All admins can see the full “Activity” and “Courses” tabs

Members can be managed via the “Manage members” button. Please see this article for information on the different roles in your organization.

You can either invite people to your group by sending an invite to their email via the “Invite Members” option or you can send a reusable invite link - anyone who clicks on that link will join your group.

If you like, you can associate your email domain with your organization such that all users from your company will automatically join your organization. Please contact your Yoodli representative for assistance.