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Training Modules
Create and manage training modules. Each module has a video, optional slides, and an AI-generated question bank.
Published & Draft Modules
Dealer Groups
Create and manage dealer groups. A dealer group can contain multiple dealerships overseen by one or more KIs.
Create Dealer Group
All Dealer Groups
Users
Create F&I Manager and Key Individual accounts. Assign them to dealer groups.
Bulk Import
Import multiple users at once using a CSV or Excel file. Download the template, fill it in, and upload.
Step 1 — Download Template
The template includes all required columns. Do not change column headers.
Step 2 — Upload Completed File
Users will be created and assigned to the dealer groups specified in the file. Existing usernames are skipped.
Click to upload CSV or Excel file
.csv, .xlsx or .xls
Missing Email Check
Find accounts that were created with no email address on file — these users can never receive a welcome email, notification, or password reset (this is what happened during the Aug 2026 "Email adress" header-typo incident).
Backfill Missing Emails
Upload a file with
username and email columns. Only accounts that currently have no email on file are touched — a fresh temporary password is issued and the welcome email is sent. Anyone who already has an email is left completely alone.Click to upload CSV or Excel file
.csv, .xlsx or .xls — needs username + email columns
Reports
Download training attendance and completion records as Excel spreadsheets.
📋 Training Completion Status
One row per trainee — name, username, role, dealer group, which of FICA/FAIS they've completed, and a colour-coded To Do status (green tick = fully compliant, orange 50% = partially done, red cross = not started). F&I Managers need both FICA and FAIS; every other role only needs FICA.
Settings
Manage admin credentials and system-wide settings.
Change Admin Password
Update the password for this admin account.
Assessment Settings
Global settings applied to all modules.