Platform access level: Org Admins. The Organization page is part of Organization settings, which only Org Admins can open. Managers, Writers, Distributors, and Analysts do not see it, and a Manager looks after their own team from Team settings instead.
The Organization page holds the settings that everything else in Arist inherits, from your organization's name and logo to the timezone and language Arist falls back to. Five options at the bottom of the page go further, deciding what Arist asks of every learner and how many courses each learner takes at once. This guide walks the page from top to bottom.
1. Opening the Organization page
Select your organization's logo at the top left to open Organization settings, then choose Organization.
The other pages in the Settings menu cover the rest of your workspace setup, including users and roles, teams, and delivery methods.
Work down the page and select Save at the top right when you are finished. Nothing you change here takes effect until you save.
2. Setting your organization's name and defaults
The top of the page holds the settings your whole workspace inherits. Fill them in against the labels on screen.
Field | What to set |
Organization name | Enter the name that identifies your organization across Arist. This field is required. |
Logo | Upload your organization's logo, or select Change or remove image to swap the one already there. Arist recommends a square, transparent image up to 5 MB. |
Timezone | Choose the timezone Arist falls back to when a schedule has no timezone of its own and the learner did not pick one at enrollment. |
Language | Choose the language Arist falls back to for the messages it sends, when the course, the enrollment, and the learner all have none of their own. |
Default content type | Choose the classification new content starts with, such as Career Training. This field is required, and a course's content type decides which number its text messages send from. |
Tip: If your learners are spread across regions, a schedule can deliver in each learner's own timezone instead, so lessons arrive at a sensible local hour. See Scheduling and Delivering Courses.
3. Choosing your citation style
The Citation style field appears once Arist has turned citations on for your organization. It offers APA and AMA, and a new organization starts on APA.
Pick the style your regulated content already follows. The difference shows up in how each source entry is written out.
APA: Arist follows APA 7th edition, so journal titles are italicized, the year sits in parentheses, and anything taken from a web address carries the date it was retrieved.
AMA: Arist abbreviates journal titles, drops the parentheses around the year, puts a semicolon before the volume number, and records the date a web source was accessed.
One style covers the whole organization, so every course uses the same one. Arist applies it at the moment it creates a source. A source someone types in by hand keeps exactly the text they enter, and changing the style later leaves the sources you already have as they were. Set it before your first citation-heavy course goes out, so one course's source list matches the next.
Writers see the result of this choice rather than the setting itself. How they add sources, cite text against them, and export a course with its citations intact is in Adding Citations.
4. Enabling the external manager ID field
An Options block near the bottom of the page holds five checkboxes, each applying to your whole organization rather than to a single course or team. The first, Enable external manager ID, is off for a new organization. Check it to store the manager identifier your own systems already use.
Turning it on has three effects.
The learner record: An External manager ID field appears whenever you edit a learner.
Learner imports: External manager ID becomes one of the columns you can map when you import learners from a file.
Automations: The Enroll manager action becomes available, which enrolls a learner's manager rather than the learner. See Setting Up Automations.
5. Requiring an email address from learners
The next two options decide when Arist insists on an email address, and both are on for a new organization.
Option | What checking it does |
Require learners to share their email address | Requires an email address from a learner enrolling themselves in a course. |
Require email for all imported learners | Requires an email address for every learner in a CSV or XLSX upload. |
The two cover different routes into a course. The first applies when a learner enrolls themselves, and the second applies when you import learners from a file, which is why a cohort file asks for an email column. See Managing Cohorts.
Clear them to enroll a learner when the only address you hold is not an email address. Keep them on where you need to match learners against another system, or reach someone after their phone number changes.
Try it: Open the Options block and read these two boxes against the learner data you receive. If an upload has been rejected for a learner with no email address on file, Require email for all imported learners is the box to look at first.
6. Limiting how many courses a learner takes at once
On most delivery methods Arist runs several courses for the same learner at the same time. Limit number of active enrollments caps that. Check it and a learner who already has 3 active enrollments has the next one queued as Up next rather than started, until one of the three ends.
The cap is always 3, so the checkbox is the whole control. It is off for a new organization. It also never applies to Org Admins, so test it on a learner account rather than your own to see the queue.
Turn it on when learners are receiving more lessons in a day than they will open, and leave it off when you would rather they work through everything you send at their own pace.
Two separate things can put a course in line, so check both when a learner asks why a course has not started.
The active-enrollment cap: This option counts a learner's active enrollments across every delivery method, so the fourth course waits wherever their lessons arrive.
Courses that share one conversation: Courses sent under the same named Channel take turns, because one sender runs one course at a time. The same happens on Slack, where a learner's courses share a single Arist conversation unless your organization gives each course its own Slack channel. See Managing Channels.
Note: Nudges are never held back by either rule and never count toward the cap.
What a waiting enrollment looks like in the tracker is covered in Understanding Enrollment Statuses, and what it looks like to the learner is in Taking an Arist Course, Survey, or Nudge.
7. Letting learners manage their own enrollments
The last option, Allow users to manage their own enrollments, is about learners rather than the users you invite to your workspace. It decides whether a learner can act on their own courses on screen instead of only by replying in the conversation, and it is on for a new organization.
With it checked, a learner who opens one of their enrollments can Pause it and Resume it later, adjust its delivery time and timezone, ask Arist to resend the last message, and Re-enroll once the course has finished. Clear the checkbox and none of those controls appear, so every change to an enrollment comes back to you instead.
Replying PAUSE and then START or RESUME in a course conversation works either way, so clearing this option removes the on-screen controls rather than a learner's ability to take a break. The full keyword list is in Using System Keywords.
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Note: Need help at any point? Reach out to your Arist Customer Success contact, or email [email protected].