Need Help?

We've got you covered.

 

Please see our Frequently Asked Questions for all users and Course Managers below.

User FAQS

Click on the question below for help on that topic.

What is my password?

If you don’t know your password, please click here to reset your password. Please check your spam filter for the password reset email.

How do I reset my password?

Click here to reset your password. Please check your spam filter for the password reset email.

How do I update my password?
  1. Log in.
  2. Click on My Profile tab.
  3. Enter the new password.
  4. Scroll down to the bottom on click on the Update button.

Why does the password reset say invalid username or email?

Are you new to your organization or is your organization new to Affinity Insight?

Your account might not have been created yet. Ask your firm/organization’s administrator if they’ve added you to the system.

 

Did you buy an individual digital course?

Click here to log into our digital course platform.

How do I sign up for live training webinars?
  1. Log in.
  2. Under the Member Benefits dropdown, click on Live Training.
  3. Click on the training webinar’s name.
  4. Enter your contact details to register.

How do I access the software manuals?
  1. Log in.
  2. Under the Member Benefits dropdown, click on Manuals.

How do I access training videos that aren't assigned to me?
  1. Log in.
  2. Under the Member Benefits dropdown, click on Videos.

Course Manager FAQs

Click on the question below for help on that topic.

How do I add students?
  1. Log in.
  2. Click on the My Students tab.
  3. Click on Assign New Students.

 Adding New Students Via Bulk Upload (CSV)

 Adding New Students Individually

 

How do I assign courses to students?
  1. Log in.
  2. Next to the course, click on Manage Students.
  3. At the bottom of the list of student, search for the student’s name and click on Add Student.

How do I generate progress reports?
  1. Log in.
  2. Click on the Reports tab.

Reporting on All Students

  1. Under Course Name, select a specific course or all courses.
  2. Under Report Name, select overall summary.
  3. Click on the Download button.

Reporting on a Single Student

  1. For Report Type, select by student.
  2. Under Student name, select the student.
  3. Under Report Name, select enrolled course details.
  4. Click on the Download button.

Need help with something not listed here? Email insight@affinityconsulting.com and we’ll get back to you as soon as possible!