Who is this Guide For?
This guide is for L&D providers who are setting up a new team on Able eg.
People who will own, setup and manage the team's Able account.
Owners, admins or managers of the team Able account.
If you're joining an existing team, you'll receive an invite to join the team.
What does the Guide cover?
This guide will walk you through everything you need to get started as a new L&D provider on Able.
About Able
Create your individual & company account
Complete your personal Practitioner profile
Complete your Provider Company profile
Invite your team members
Setup your first Quote, Project and Program
Invite Clients and program Participants
Selecting Learner Plans
About Able
Able is a practice and program manager for L&D Providers. It has two core functions:
Practice Manager: manage your team, quotes and financials, and
Program Manager: design, deliver, manage and measure blended programs.
Types of User Roles
Able is designed to help you support everyone involved in your practice - your team of practitioners, your client stakeholders and participants on programs. Able supports three primary Role types:
Practitioners: your team of coaches, facilitators, trainers and coordinators.
Clients: organisational stakeholders in your clients Organisation.
Participants: learners or participants in a program.
You can invite people to one, two or all three Role types. They will then have access to the different views or portals and can switch between them.
Step 1: Create a new Provider Account
When you create a new account on Able you are creating both an individual account and a Company account. You then invite your team members to join the Company.
When you create a new L&D Provider account on Able you will automatically be the owner and administrator of that account.
Company names are unique. If your name has already taken you'll need to pick something else.
To create a Provider account:
Select Provider as your account type
Fill in your name, company name, email and password
Agree to the terms and click Register
Learn more:
💡 Note: the first person to create a L&D Provider on Able will be the administrator and owner of that account. If you need to change this later send us an email at [email protected]
Step 2: Complete your Profile
Your team, clients and learners can see your profile throughout Able. Your bio will show up on quotes and when people click on your profile to see details about you. You can set it up quickly in a few minutes and come back to complete the bio at a later stage.
To complete your profile:
Go to My Profile and complete your personal details.
Upload a profile photo.
Write a short bio and link to a public profile on your website.
Add some tags to your profile so people can search you by skill.
Leave the Calendly URL field empty for now. Email support to set this up →
Learn more:
Step 3: Set up your Company
Navigate to Profile → Company tab and enter your company details: name, ABN/business number, phone, email, website, and upload your logo.
Your company logo and email will appear on all emails Able sends on your behalf.
By default, Able sends emails from [email protected].
If you'd like emails to come from your own domain (e.g. [email protected]) you can set up a custom email domain. Email support to set this up →
Learn more:
Step 4: Invite your Team
When your company is set up you can invite your team members to the Company account. When you invite team members:
They will be invited to the Practitioner portal for your Company.
Practitioner account types are for coaches, facilitators, trainers and coordinators.
They will be able to create quotes, programs, micro-learning, surveys; set up organisations and participants and invite users under our Company.
They will only get access to projects, programs, workshops, quotes, surveys, participants that they are specifically invited to be involved on.
Depending on their responsibility on a project or where you are in Able they may be called a Partner, Coach, Facilitator, Client Owner, Deal Owner, Program Designer or Project Lead.
To invite team members:
Go to Profile → Company Partners tab, and
Click Invite Partner to invite your team members.
They'll receive an email to create their account within your Company.
Learn more:
👋 Note: if your team member already has an existing Able account (eg. thier own individual account or with another provider) you'll have to invite them to your Company account with a different email address.
Step 5: Understand the Data Model
Before creating Programs it helps to understand how Able organises project data:
Organisations: your client organisations.
Projects: a top-level container for one or more Programs. Projects are always linked to one client Organisation only. Projects also contain associated Quotes.
Programs: this is the actual learning experience (eg. a set of workshops, coaching sessions, microlearning, surveys and supporting tasks) for a specific group of program participants.
Participants: The learners enrolled in a specific program. Participants can be in one or more Programs.
Components: Programs consist of several Components - activities or tasks. There are several types of Components: Workshops, coaching sessions, consulting tasks, Modules & Microlearning, Surveys, Cost Items and Emails.
Learn more:
Step 6: Cost and Quote Projects
Able's quoting tool lets you cost and price Projects. You can also build professional quotes, embed extra PDF content and share them with clients to view online and sign off. Once signed off a Project is automatically created in Able so you can easily start the next steps.
The Quote tool also lets you setup Project Splits to share project revenue.
Quotes can be used for client to sign off, or as a simple internal document you use to sign off yourself eg, by a company director.
After a quote is accepted notifications are sent to your project team.
If your client already has access to the Client portal they can view and sign off quotes within the Able Client portal.
Learn more:
Step 7: Create a Project and Program
There are two workflows to setup a Project and Programs:
Single Person Programs: a simple program setup workflow for a single participant with a few component options: 1-on-1 coaching, a 180º or 360º feedback process, AI-generated Coaching, AI-generated Nudges and Microlearning.
Standard Project w/ a Quote: a more complex project setup workflow for multi-participant programs (or a single participant program that requires more components than the Single Person Program). An program example could include: a set of 2 workshops, 6 coaching sessions/participant, some microlearning, a 360 feedback process, post-session surveys and supporting tasks.
Currently all Standard Projects must have a quote to get started so it's best to build out your Projects and Programs in the following order:
Create a Quote: tool to design, cost quote and share project revenue.
Create a Project: this is created automatically when setting up a Quote.
Create a Program: after your Project is setup you can design a learning and development experience for a specific cohort of learners.
Learn more:
Step 8: set up Forms, Profiles and Surveys
Able supports a range of different surveys, capability profiles and evaluation tools. These are integrated within your program for easy scheduling and have automated triggers to reduce the workload to manage diagnostics and evaluations.
Set these up within your programs to gather feedback from participants, diagnose and understand participant capabilities, evaluate program quality and impact and measure behaviour change.
Survey types include:
pre-program participant intake forms
post-session workshop participant feedback surveys
post-session coaching session participant feedback survey
self, 180° and 360° feedback surveys
participant pulse surveys, and post-session and
post-program evaluation survey
organisation surveys
Reporting & Dashboards
Able has extensive reporting built into programs across all survey and entity types. Practitioners, Clients and Learners can view a range of reports and dashboards to analyse and understand:
session quality
program quality and impact
practitioner quality and impact
individual, cohort and organisation level capabilities
participant behaviour change via pre vs post measures
Learn more:
Step 9: Invite Participants
Once your Project and Program/s are set up you are ready to add participants to the Program and you can invite them to the Able Leader portal. Inviting participants to the portal is optional, you can manage participants on your programs without them ever using or logging into Able.
Participants are called different things throughout Able depending on the context including: Leader, Learner, Participant, Coachee, Survey Respondent and Survey Rater.
Leader portal
You can invite participants to the Leader portal where they can access:
a program overview/schedule
join online sessions through MS Teams links
Coaching: access their coaches calendar and schedule coaching sessions
AI Coaching: message the AI Coaching
Development Plans: complete and share plans.
Surveys: pulse surveys and 180º or 360º profiles.
There are three steps to manage participants:
Add Participants: after your Program is setup you will want to add participants. These can be added individually or in bulk to a program, or you can invite your client to add them via a link.
Invite to Leader Portal: sends an email welcoming them to their program and invites them to register an acocunt on Able.
Add a Learner Plan (optional): lastly, you can assign subscription plans to participants to give them extra digital learning features like AI-generated Nudges or AI-generated Coaching.
Learn more:
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