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Admin Quick Start

Set up the system in 9 steps.

First structure, then users, then targeting. NexTrain works differently from classic LMS — with the right setup, the era of manual assignment ends.

Parameter
definition
9 steps
Setup
guide
0 manual
Assignment
target
PART 01
Build the foundation
01 — 02
PART 02
Learn targeting
03 — 05
PART 03
Smart operations
06 — 09
Part 1 — Build the foundation

The skeleton of your organization.

First the structure, then the users. NexTrain's intelligence feeds on the cleanness of these two steps.

01
Organization Structure

Your first job isn't training, it's defining the structure.

Department, location, title, region, store, company, seniority — create any fields you need. NexTrain won't restrict you with predefined fields; unlimited parameters you can define.

These parameters aren't just data — the targeting and automation engine runs entirely on top of them. The cleaner you set them up, the smarter the system works.

Parameter Pool unlimited
Department Location Title Region Store Company Seniority Dealer type Franchise structure Certification level Shift type Product group Operations region + custom field
02
User Import

Bring users in through one of three ways.

Bulk via Excel/CSV, one by one, or through HR integration. Bulk import handles column mapping, duplicate checking, and data preview.

Critical point: the moment a user is added, NexTrain analyzes their parameters and can automatically assign the right journeys — onboarding delivers huge gains here.

Excel / CSV
One by one
HR API
NameEmailDepartmentLocation
01Ayşe K.ayse@…SalesIstanbul
02Mert D.mert@…TechnicalAnkara
03Mert D.mert@…TechnicalAnkara
04Ece Y.ece@…SalesIzmir
05Can A.can@…OperationsBursa
247 new · 3 duplicates skipped
Import →
Part 2 — Targeting

Not a classic LMS.
Think in parameters.

This is where NexTrain's difference begins. You're not selecting users — you're selecting rules, and the system finds the right people.

03
Assignment Logic

Choose rules, not people.

Classic LMS: pick training → pick users → send. NexTrain: build structure → target by parameters → system finds the matching group automatically.

Result: assignments speed up, the risk of sending to the wrong person disappears, and the same rule keeps working when new employees are added.

Old LMS
select_users([129, 304, 412, 503, …])
NexTrain
Department=SalesAND
Location=IstanbulAND
Seniority=Senior
Audience: 47people · live
04
Campaign

Everything through campaign logic.

NexTrain has no separate "single training" or "learning journey" panel. You open a campaign first — inside you can put one training, many trainings, conditions, and branching.

A simple one-training flow if you want, or a multi-layered journey if you want. Everything is managed from the same panel.

Campaign flow campaign · 03
Onboarding Module 115min
Condition: score ≥ 70%
Branch by department2 branches
Sales flow
Technical flow
05
Auto Assignment

Keep "auto-assign to new users" switched on.

When on: new employee is added → parameters are checked → included in matching campaigns → email + SMS invite is sent.

After a while the need for manual assignment disappears. You save serious time in onboarding processes.

Auto-assign to new users auto_assign = true
New user Match parameters Add to campaign Send invite
Part 3 — Smart Operations

Put Akira to work,
delegate control, let it run.

Once the structure is built, this is where your team spends real time: validation, permissions and trust.

06
Akira

Akira isn't a support bot — it's your teammate.

Segment checking, missing-structure analysis, message templates, campaign suggestions, parameter suggestions — it's by your side on the operational side. But it doesn't stop there.

When you give it a prompt: it creates trainings, prepares tests, generates questions and answers, adds interactive elements, even produces the interactive video for you.

Akira
ready to work
Are there missing parameters for the Seniors?
12 people have "seniority" empty. Auto-suggestion: fill by date ?
/create training /generate test /check segment /interactive video
07
Final Check

Before you send, live preview.

Audience size, segment match, message templates, auto-assignment status — see all of it one more time on the send screen.

Especially for large sends, this final check makes a serious difference.

Send Preview Live
Audience matching by parameters
247 people
Parameter match no empty parameters
100%
Invite templates email + SMS
2 / 2
Auto-assignment new users will be included
on
08
Permissions · Subadmin

Not every admin needs to see every piece of data.

Use the Subadmin system to define regional access, department-based visibility and action permissions. For example, the Istanbul admin only manages Istanbul employees.

In large organizations, this structure seriously simplifies operations.

Role × Permission Matrix subadmin.yaml
Role
View
Edit
Send
Super Adminall
Region Mgr.Istanbul
IST
IST
Department Mgr.Sales
SAL
Reporterread-only
09
Let It Run

NexTrain's real power shows up when you start managing the flow, not the work.

When the right structure is built, the system finds the right person, matches the right training, automatically catches new users, manages communication itself, and advances the process automatically.

What teams notice after a while: they weren't actually managing training, they were always managing operations. NexTrain exists to lighten that load.

"We weren't really managing training. We were constantly managing operations."
— shared realization of teams who've used NexTrain for a while
Right person, automatic
Flow, uninterrupted
Communication, automatic
Operations load ↓

When the structure is built,
the work flows by itself.

First parameters, then users, then targeting. Leave the rest to the system — Akira is by your side.

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