Platform access level: Org Admins. Delivery methods is an organization-level settings page, so only Org Admins can open it. Managers, Writers, Distributors, and Analysts keep the tools their roles cover, and organization-level settings stay with Org Admins.

A course can only reach a learner over a delivery method your organization has switched on. Settings > Delivery methods is where you choose which delivery methods are available and set up how each one behaves. This guide walks the page from the list at the top down into each panel. If you want to know what the delivery methods themselves are and how learners experience them, start with Using Delivery Methods.

The Settings > Delivery methods page with all six delivery methods listed, each showing a status line and an on or off toggle

1. Opening the Delivery methods page

Select your organization's logo at the top left to open Organization settings, then choose Delivery methods. Each delivery method sits on its own row with its name, a one-line summary of how it is currently set up, and a toggle. Selecting a row opens that method's own settings underneath it, on the same page.

What a row opens depends on the delivery method. Microsoft Teams, Slack, SMS, and Arist Messenger each have their own settings panel. WhatsApp and Email carry a toggle only.

The page always opens with every row collapsed, so nothing is left expanded from your last visit. What you enable here is the full set your organization has to work with, and a team can only narrow it, never add to it. See Using Delivery Methods for how that works at the team level.

Try it: Open Settings > Delivery methods and select a delivery method your organization uses to see what it asks you to set up.

2. Turning a delivery method on or off

The toggle at the right of each row saves the moment you use it. You do not need to press Save for a toggle, and switching one method on or off never disturbs the others. The Save button inside a panel is only for the fields in that panel.

Switching a method off removes it everywhere, including from the choices a distributor sees when building a schedule. Using Delivery Methods covers what that means for teams that had selected it.

Important: Your organization has to keep at least one delivery method enabled, so the last enabled method's toggle stays on. If you are moving your organization from one method to another, switch the new one on first.

3. Setting up Microsoft Teams delivery

Select the Microsoft Teams row to open its panel.

The Microsoft Teams panel expanded, showing the tenant ID field, the Options checkboxes, User synchronization, and the Save button

The tenant ID at the top is what makes the method work. Everything below it adjusts what learners see and whether Arist keeps your user list current. Fill these in against the labels on screen, then select Save.

Setting	What it does
Microsoft Teams tenant ID	Enter your Microsoft Teams team link or tenant ID. Teams delivery stays unavailable until this is filled in, and the row flags itself if the method is on without it.
Show enroll button	Displays the enroll button in the Arist app in Teams.
Show help button	Displays the default help button in the Arist app in Teams.
Show feedback button	Displays a feedback button in the app. Checking it adds a Feedback form URL field that has to hold a valid URL before you can save.
Send activity notifications with Comms App messages	Sends a Teams activity notification alongside each Arist Comms message. Leave it off to send only the message itself.
Enable automatic user synchronization	Brings your Microsoft Teams users into Arist automatically. Turning it on starts the Microsoft admin consent step.
Sync all Microsoft Teams users	Synchronizes every user in your tenant. Clear it to name specific groups in the search box below instead.

Changing the tenant ID on an organization that is already delivering is not a routine edit. Reach out to your Arist Customer Success contact if you are not certain, because the tenant ID ties every existing Teams learner to your organization.

Arist sets some Teams behavior for your organization outside this panel, including which email address identifies a learner, whether guest users are included in synchronization, and which generation of the Arist app for Teams you are on. Your Arist Customer Success contact can change any of them for you.

Note: Two of these appear only when they apply to your organization. The Comms App option is there once Arist Comms is set up for you, and the whole User synchronization block is there once that capability is enabled for your organization. The group picker inside it stays hidden until synchronization is on and Microsoft admin consent has been granted.

4. Connecting Slack delivery

Select the Slack row and Arist asks for your Slack team ID, which you can paste as either your workspace URL or the ID itself.

The Slack panel expanded, showing the Slack team ID field, the app install link, the Send @ mentions option, and the Save button

Saving an ID is one half of the connection. The panel then offers a link to install the Arist app to your Slack workspace, and delivery works once both are done. Changing the ID later points Arist at a different workspace.

Depending on how your organization is set up, you may also see one option here, Send @ mentions in Slack. Check it and Arist tags the learner when it sends new content and response reminders, rather than posting without a mention. You can edit the wording of that mention under Settings > System messages.

5. Configuring SMS delivery

The SMS row opens one required field and two options. Sender ID is the name that appears at the start of every text Arist sends for your organization, and Arist requires it before the panel saves.

The SMS panel expanded, showing the required Sender ID field, both Options checkboxes, and the Save button

Sender ID is organization-wide, not something you set per team or per schedule. The field holds up to 30 characters. Until you set your own, it defaults to the first 30 characters of your organization's name. Letters, numbers, spaces, hyphens, ampersands, apostrophes, and periods carry through, and anything else is stripped out.

Use channel name and image as sender: Check this and a named Channel's own name and image stand in for your Sender ID whenever that channel is assigned to a course. Managing Channels covers what a learner sees, including the contact-card image, and how to create and assign a channel.
Only allow learners with existing SMS addresses to self-enroll: Check this to stop phone numbers Arist has not seen before from self-enrolling. A number can then self-enroll only when it is already saved as an SMS address on an existing learner. The restriction applies only to self-enrollment, so an Org Admin can still enroll a learner manually.

Note: The Sender ID appears at the start of new lessons, welcome messages, and reminders. It does not appear on the quick automatic reply a learner gets right after answering a question.

Arist assigns your organization a toll-free number from its own pool and handles the carrier-side setup. You do not register or verify a number yourself.

Arist also sets which countries your organization can send text messages to, and SMS delivery reaches U.S. and Canada numbers by default. A learner whose number is outside those two countries cannot self-enroll by SMS. Reach out to your Arist Customer Success contact to check or change that scope.

6. Choosing what Arist Messenger shows learners

Select the Arist Messenger row to open its Options group, where three checkboxes decide which buttons learners see while they take a course.

The Arist Messenger panel expanded, showing the three Options checkboxes and the Save button, with the other five delivery methods collapsed around it

The three are Show enroll button, Show help button, and Show feedback button. Checking the feedback box adds a Feedback form URL field, which has to hold a valid URL before the panel will save.

Note: These three checkboxes are worded exactly like the three in the Microsoft Teams panel, so check which panel heading you are under before changing one. Showing the help button for Microsoft Teams does nothing for learners on Arist Messenger, and the reverse is true.

Note: Need help at any point? Reach out to your Arist Customer Success contact, or email [email protected].

Configuring Delivery Methods in Settings