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Access settings and instructor options πŸ§‘β€πŸ«

Master the rights, reminders, and signing methods to simplify your training. In 2 clicks from Settings > Instructors.

Elliot Boucher avatar
Written by Elliot Boucher
Updated over a week ago

Edusign allows you to finely configure what your instructors can do in their personal space: from session management to how learners sign. Here is a simple and useful overview of the options available for administrators, with their concrete impact for instructors.


πŸ”’ Authorizations: what your instructors can do

You can decide the level of autonomy given to instructors from the administration interface:

Option

Description

Recommended use case

Add learners

Allows adding existing learners to a sheet

Save time during in-person training

Create new learners and groups

The instructor can create a student profile from their interface

Practical if you have last-minute registrations

Create and edit attendance sheets/sessions

Allows creating or modifying a sheet, but not in bulk

Ideal for occasional sessions or independent trainers

Justify absences

Allows the instructor to provide a reason for absence

Useful for better quality or administrative follow-up

βœ… Activate only what is useful to limit errors.


πŸ“« Automatic emails and reminders

Sending automatic emails makes life easier for instructors and reduces signature omissions.

Function

What it does

Recommended for…

Signature email at the start of training

Sends a signature link to the instructor without needing to log in

External instructors or those uncomfortable with the tool

Reminder before the session

Sends a reminder with a tutorial 15 minutes to 1 day before

Good for avoiding forgetfulness and reinforcing pedagogy

Reminder if not signed

Sends a reminder 30 minutes after the start or end

Essential for ensuring timely signatures

πŸ“§ Customize the timing according to your practices (short vs long training, in-person vs remote).


πŸͺΆ Signing methods available for instructors

Instructors can allow learners to sign via multiple methods. You can enable or disable each mode:

πŸ‘¨β€πŸŽ“ Learner side

Method

Description

For what use?

Signature email

Sending an automatic or individual signature email

Short, remote training

QR Code

Displayed on-screen, scanned from the learner app

Long or in-person training

Shared code

URL with a PIN code displayed on-screen

Simple alternative to QR, even without an app

🎯 Activate 1 to 2 methods max to prevent confusion.

πŸ§‘β€πŸ« Instructor side

Method

Description

Advantage

NFC

Contactless signature via NFC sign

Fast, smooth, and secure

⚠️ Instructors can only sign via NFC, not by code or QR. Make sure to inform them if the room is not equipped, to plan an alternative.


Configure these options from your settings

You can manage everything from the Settings > Instructors tab. πŸ˜‰ πŸ˜‰


πŸŽ“ Recommended configuration example

Situation

Suggestions

Short training (1-5 days)

βœ… Signature email
❌ QR code
βœ… NFC signature for instructors

Long training (several weeks)

βœ… QR code
βœ… PIN code
βœ… Reminders before and after

Organization with external instructors

βœ… Automatic signature email
βœ… Reminder if not signed
❌ Manual learner creation


For further assistance, visit our help center.

πŸ’¬ If you can't find what you need, contact us via chat. πŸ’¬

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