In this guide you are able to find a quick walkthrough for your organization's admin account with OffSec. We have also gathered the answers for the most frequently asked questions related to this topic.

• • How do I create and access my Organization Admin account?
  • What will I be able to see when accessing my account?
  • How do I assign individual products to my team members?
  • How do I assign individual products to myself?
  • How do I assign products to my team members using Flex funds?
  • How to send bulk invites?
  • How to filter assigned licenses?
  • How can I manage the invites?
  • How to purchase additional or new licenses?
  • How can I switch the Admin for my Organization Account?

Below you can find a quick walkthrough for the main functionalities of your control panel:

This video was current as of September 2021. As we continue to improve the Learning Library, slight modifications in the interface or functionality may appear.

How do I create and access my Organization Admin account?

After the details of your purchase have been discussed and agreed upon with our Sales team, you will receive an email invite containing your OffSec Learning Library account activation link.

Click on Accept Invitation and you will be redirected to the admin account Sign Up/In page.

When creating your account, our system will auto-populate the email address field for you. If you have previously created an account in the OffSec Learning Library under a different email address, you can put in a request to merge your accounts here.

Note: If you have not received your activation email, please follow the instructions presented here or submit a request for assistance

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What will I be able to see when accessing my account?

After signing up/in to your Organization Admin account, you will initially land on your team's licenses dashboard.

Here you will have visibility into the purchased products, unredeemed products or your Flex training budget balance. You can also purchase more courses or products and invite team members to take the training on the Learning platform.

If you navigated away, you can always reach your team's product page by clicking on the 'Manage my team' section at the upper right corner of the OffSec Learning Library.

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How do I assign individual products to my team members?

After signing up/in to your Organization Admin account, you will have access to the licenses dashboard where the purchased products are displayed. To assign a product:

1. Choose a product you would like to assign to your team member/s and click ‘Invite learners’.
2. You will need to select whether you will let access start upon invitation redemption or you set a course material access date then click ‘Continue’.
   Note: The option is only available for Course and certification exam bundle. Subscriptions have a predetermined start date agreed with the Sales representative. Lab extensions start upon invitation redemption if assigned to your learner, and starts immediately if assigned to yourself.
3. Add in the email address/es of your team member/s you would like to assign the product to. You can invite more than one learner at a time. Just use a comma or a space to separate their email addresses.
4. Once you have added the email address/es, click ‘Continue'.
5. You have just assigned the product to your team member/s and an invitation email will be sent to the learner.

Invitation status and additional actions will be available in the ‘My Learners’ section.

For individual subscription licenses, the invite can be sent and redeemed prior to the agreed subscription start date. To learn how long a product invitation can be redeemed, please visit the Product validity FAQ.

In the event you receive an error when sending the invitation, click here for more information on the error along with recommended next actions.

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How do I assign individual products to myself?

In order to assign a product to yourself, you need to go through the same steps as with assigning a product to your team members (see above). Note, if you do not select the option to set a course access date, access to the product assigned will start immediately and cannot be paused or rescheduled for any reason.

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How do I assign products to my team members using Flex funds?

After signing up/in to your Organization Admin account, you will have access to the Products dashboard where the purchased products are displayed. To assign a product:

1. Navigate to the “Flex” section.
2. Click on ‘Invite learners’ located at the bottom right of the section.
3. Select your desired product from the product family dropdown menu then click "Continue". Assigning a 90-day course can be done by selecting 'OffSec Course & Cert Exam Bundle. For lab extensions and exam retakes, select the course name then select which add-on you would like to assign.
4. For Course and certification exam bundle and Subscriptions, you will need to select whether you will let the access start upon invitation redemption or you set a course material access date within the validity of your Flex credits.
5. Once you have selected an option, click ‘Continue’.
6. Add in the email address/es of your team member/s you would like to assign the product to. You can invite more than one learner at a time. Just use a comma or a space to separate their email addresses.
7. Once you have added the email address/es, click ‘Continue'.
8. You have just assigned the product to your team member/s and an invitation email will be sent to the learner.

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How to send bulk invites

You can now invite more than one learner at a time.

You can input the email address individually and just separate them using a space or a comma.

If you have a list of your learners, check that the email addresses are separated by a space or comma then copy and paste them in the invite modal.

Once all email addresses are added, add a space after the last email then click 'Continue'.

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How to filter assigned licenses?

If you need to review or check your assigned licenses and your learners, you can go to your 'My Learners' section of your Products dashboard and use the filter icon next to the search bar. 

You can filter by invitation status, by license type or both.

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How can I manage the invites?

Invite management can be performed with the help of the following actions:

Resend invitation - If one or more team members haven't accepted their invite, the resend invitation action will trigger a new email notification prompting them to enroll and gain access to the assigned product.

Withdraw invite - If one or more team members haven't accepted their invite, the invite can also be withdrawn. This action triggers an email notification informing the team members/users that their invite has been withdrawn.

Withdrawing an invitation will automatically restore that license to the available balance allowing for the product to be reassigned to another team member.

Edit course material access start date - If one or more team members haven't accepted their invite; or accepted their invite but with a future start date and wish to start access on another date, the edit course material access start date action allows you to select  any other available dates within the validity of the license and triggers an email notification informing the team member/s that access date has been updated. Just bear in mind that this is only applicable to the following products:

• Standalone courses whether they were issued using Flex or non-Flex (individual licenses).
• Subscriptions issued using Flex only

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How to purchase additional or new licenses?

As the organization's admin, who in the past purchased products directly with OffSec, you are now able to purchase additional licenses via the Buy More page in the portal. At the moment, the only payment method available for this flow is through a credit card only. The steps are as follows:

1. Log into your Organization’s Admin account at: https://portal.offensive-security.com/sign-in
2. Click on the Buy More button and you will be redirected to the Training options page. You can see at the top of the page the organization account under which you can purchase new licenses. Here is where you see the org you are purchasing licenses for.
3. If your admin account is associated with more than one organization account, you will have to select which account you are making a purchase with.
4. Look for the product you wish to purchase and set the desired quantity.
5. Review the products in your cart then click Continue.
   Note: If you purchase a subscription license while having an ongoing subscription period on your account, your new purchase will be co-termed with your existing subscription. If you do not have an active subscription, the access start date of your new subscription is equal to the payment date.
6. Complete the payment. 

As soon as you have submitted your payment, the newly purchased license will become available on the Licenses section of your Team's page. You may access your receipt by going to your billing page inside the OffSec Learning Library.

How can I switch the Admin for my Organization Account?