Question 1

Add users

Accepted Answer

Who can do this?

Q: Learning track

<p>A learning track is a collection of <strong>key concepts</strong>, organized into <strong>skill units</strong>. Each <strong>key concept</strong> serves as the foundation for Blify to generate contextualized learning content tailored to the company and the individual learner. A <strong>key concept </strong>can also be enhanced with media such as a video, podcast, or hyperlink.</p> <h1 id="howisalearningtrackorganized">How is a learning track organized?</h1> <p>A learning track is made up of several units, each containing multiple key concepts:</p> <p><strong>TRACK XXX</strong> <strong>Unit 1 – XXX</strong> Concept 1.1 – XXX Concept 1.2 – XXX Concept 1.3 – XXX … <strong>Unit 2 – XXX</strong> Concept 2.1 – XXX Concept 2.2 – XXX Concept 2.3 – XXX … <strong>Unit 3 – XXX</strong> Concept 3.1 – XXX Concept 3.2 – XXX Concept 3.3 – XXX …</p> <h1 id="howismylearningtrackdeliveredtolearners">How is my learning track delivered to learners?</h1> <p>Each learning track is delivered in a contextualized way, based on the learner’s expressed needs or the priorities defined by the Administrator. This means the experience unfolds in a non-linear way to best adapt to the learner’s situation.</p> <h1 id="whocancreateoreditalearningtrack">Who can create or edit a learning track?</h1> <p>Only users with the <strong>Admin</strong> role can create or edit a learning track in Blify. <a href="https://help.blify.co/en/article/roles-and-permissions-9a9m3w/">Learn more about roles and permissions</a></p>

Only users with the Admin role can add or invite new users to Blify. Learn more about roles and permissions

Add users individually

Admins can add new users directly from the Users page.

Go to app.blify.co/admin/users
Click Add users in the top-right corner of the page.
In the Add users modal, fill in the following required information for each new user:

First name
Last name
Email
Role (Admin or Learner)
Default language (English or French)

Click Send invite to confirm and send the invitation.

| The email address must be unique. If a user already exists with this email, you’ll be prompted to update their role instead of creating a duplicate.

Add users in bulk (CSV import)

If you need to invite multiple users at once, you can upload a CSV file.

Go to app.blify.co/admin/users
Click Add users.
In the Add users modal, click Send bulk invites and Download CSV model.
Download our CSV template.
Fill in the following columns for each user:

First name
Last name
Email
Role
Default language

Upload your completed file by clicking on Upload CSV file and click Send invites.

| Make sure your file is encoded in UTF-8 and follows the same column headers as the provided template.

Question 2

Learning track

Accepted Answer

A learning track is a collection of key concepts, organized into skill units. Each key concept serves as the foundation for Blify to generate contextualized learning content tailored to the company and the individual learner. A key concept can also be enhanced with media such as a video, podcast, or hyperlink.

How is a learning track organized?

A learning track is made up of several units, each containing multiple key concepts:

TRACK XXX Unit 1 – XXX Concept 1.1 – XXX Concept 1.2 – XXX Concept 1.3 – XXX … Unit 2 – XXX Concept 2.1 – XXX Concept 2.2 – XXX Concept 2.3 – XXX … Unit 3 – XXX Concept 3.1 – XXX Concept 3.2 – XXX Concept 3.3 – XXX …

How is my learning track delivered to learners?

Each learning track is delivered in a contextualized way, based on the learner’s expressed needs or the priorities defined by the Administrator. This means the experience unfolds in a non-linear way to best adapt to the learner’s situation.

Who can create or edit a learning track?

Only users with the Admin role can create or edit a learning track in Blify. Learn more about roles and permissions

Question 3

Roles and permissions

Accepted Answer

Each member of your Blify workspace is assigned one of two roles. Roles determine what a user can see and do within the platform.

| Role | Description | | ---- | | Admin | Full access to all workspace settings, content, and users | | Learner | Limited access to their assigned learning content and progress |

Admins

Admins have full control over the workspace configuration and content. They can manage users, customize learning experiences, and connect contextual data sources.

Admins can:

Configure workspace settings
Create, update, or delete learning tracks
Create, update, or delete sources of context
Add or deactivate users
Monitor learners’ progress
Manage languages and integrations

| We recommend having at least two Admins in your workspace, so you never lose access if one leaves the organization.

Learners

Learners are participants in the workspace. They can only access their own learning experiences and track their progress.

Learners can:

Access assigned learning tracks directly in their messaging tool (Microsoft Teams, Slack, etc.)
View their progress and completed modules
Interact with Blify’s AI assistant to practice, ask questions, and role-play

| Learners do not have access to workspace settings or the admin interface.

Change a user’s role

You can update a user’s role at any time from the Users page.

Go to app.blify.co/admin/users
Click the select menu in the Role co

Question 4

MS Teams - Technical Prerequisites & Integration Overview

Accepted Answer

Blify is a learning & development app that integrates directly into your daily communication tools. To ensure your managers and teams can interact with Blify seamlessly within Microsoft Teams, a few configuration steps are required from your IT administrator.

This guide covers app permission policies, network whitelisting, and user provisioning.

1. Microsoft Teams App Policy (IT Admin)

Blify is available as a verified application on the Microsoft Teams Store. However, depending on your organization's security posture, end-users may not be able to install third-party apps by default.

| Action Required: The Microsoft 365 / Teams Administrator must authorize the Blify app for the target users.

Option A: Direct Installation (No Admin Action Required) In many organizations, access to Microsoft-verified third-party apps is open by default.

The Test: Ask a user (or yourself) to open the "Apps" tab in Teams, search for "Blify," and click "Add."
Result: If the app opens and the chat starts, no action is required from your IT department regarding access.

If installation is blocked or requests approval, proceed to Option B or C below.

Option B: Global Rollout (Recommended for ease)

Go to the Microsoft Teams Admin Center.
Navigate to Teams apps > Manage apps.
Search for "Blify" and ensure the Status is set to "Allowed".
Go to Permission policies, select the policy assigned to your users (e.g., Global), and e

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