Now that you understand how the Gnowbe Dashboard is structured and how to navigate it, it’s time to prepare your workspace for action!
Configure Workspace Details
To start, take a moment to configure your workspace details. This includes ensuring your organization's name is spelled correctly, verifying contact details, and setting up overarching administrative preferences.
👉 Learn how here.
Workspace Customizations
Learners are much more likely to engage with a platform that looks and feels familiar! Gnowbe lets you customize the platform in a few ways to align your training with your organization's brand and operational needs.
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Customize Platform Look and Feel
- Upload your organization's logos and customize the Gnowbe platform to match your brand colors.
- This ensures that when a learner logs into Gnowbe, your company identity is front and center!
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👉 Learn how to customize Gnowbe's interface.
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Set Up Your Workspace/Group Landing Page
- This serves as both a standalone landing page for users to discover and access your training programs and the main page they see whenever they access your workspace or groups on Gnowbe Web.
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👉 Learn how to set up your workspace/group landing page.
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Customize Your Digital Certificates
- Set up and issue branded certificates for program completion.
- You can upload your organization's logo, add authorized signers, and change the certificate seal.
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👉 Learn how to customize certificates.
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Personalize Your System Emails
- This is arguably the most important customization to make! Gnowbe sends automated emails to your users (like invitation and password reset emails). By default, these emails show Gnowbe as the sender.
- Take the time to update the "Sender Name" and the "Reply-To" email address to ensure all communications look like they are coming directly from your organization.
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👉 Learn how to customize your system emails.
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Enable AI Study Buddy and Creator Coach
- Supercharge your learning experience by enabling these helpful AI chatbots for both your learners and creators.
- You can easily turn these on or off at the group level to give your users an extra layer of real-time support!
- 👉 Learn how to enable AI Assistants for your groups.
💡 Pro-Tip: Personalizing your system emails drastically increases your open rates. If a learner receives an invitation from a familiar name rather than a generic system address, they are far less likely to ignore it or flag it as spam!
Segment Your Audience & Create User Groups
You rarely want all employees taking the same training at the same time. Mapping out your learner segments beforehand makes everything easier—allowing Admins and Managers to deploy specific programs to the right people and pull clean, isolated analytics for individual teams.
Once you've decided on your segmentation strategy, you can create your user groups accordingly. Here are some common ways to organize your learners:
- By Cohort or Start Date: (e.g., “New Hire Onboarding - Q1”, “Intern Cohort A”)
- By Department: (e.g., “Sales Team”, “Marketing Team”)
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By Event or Audience Type: (e.g., “Leadership Summit VIPs”, “Day 1 Conference”)
👉 Learn how to create user groups.
Now that your workspace is customized and your groups are created, you are ready for the next phase: program creation and management.
👉 6. Managing Program Creation