Manage your team in Synthreo Certified

Who this is for

You administer an organization in Synthreo Certified - either an MSP partner account or a customer account. This guide covers what you can do for the people in your own organization.

You will see two panels in the admin console:

• Your organization - your people, your customers, and their progress
• Invite an admin - give someone else admin access to your organization

If you are looking for the allowlist, licensed domains, or program-wide statistics, those are Synthreo platform settings and are not part of your console. Contact Synthreo if you need something changed there.

Before you start

1. Sign in at the certification home page.
2. Open the admin console.

Verify: you see your organization’s name and the two panels above. If you see a “no access” message instead, your account has not been made an admin - ask whoever set up your account, or Synthreo.

Add someone to your organization

1. In Your organization, find your organization, or the customer you are adding the person to.
2. In Allowlist email, enter their work email address and choose their organization.
3. Confirm.

Verify: they appear in the list for that organization.

Use the address they will actually sign in with. Sign-in is matched on the email address, so an alias or a personal address will not find their account.

If you see “This email is already managed by another organization”: that address belongs to a different organization. This is deliberate - one organization cannot take another’s people - so ask Synthreo to move them if the placement is wrong.

Assign a course

1. Find the person in Your organization.
2. Choose the track you want them to take.
3. Confirm.

Verify: the track is listed under their name, and they receive an email telling them it has been assigned. It also appears on their dashboard.

Which courses you can assign depends on your account:

• Everyone can be assigned AI Foundations, the prerequisite-free starting point, and the licensed tracks - AI Expert, AI Master, AI Architect, AI Builder.
• MSP partner accounts only can be assigned the MSP courses - AI Sales Certified, AI Marketing Certified, AI Support Certified, and the Consultant capstone. These carry partner commercial material, so they are not available to customer accounts.

If a course you expect is missing, it is usually one of these two tiers rather than a fault.

See how someone is doing

Each person lists their tracks with progress: lessons completed, exam attempts, the last score, and any certificate earned.

Verify: a completed track shows a certificate and the date it was issued.

Reset an exam attempt

Use this when someone has failed and is waiting out a cooldown, or started an attempt that was interrupted.

1. Find the person and the track.
2. Open Actions.
3. Select Reset attempts.
4. Confirm.

Verify: their cooldown is cleared and they can start the exam again.

This does not delete a certificate they have already earned.

Remove a course from someone

1. Find the person and the track.
2. Open Actions.
3. Select Unassign.

Verify: the track no longer appears under their name.

Unassigning keeps their history - certificates and past attempts are preserved. If they have already earned the certificate, or completed the track, it cannot be unassigned; that record stays.

Remove someone from your organization

1. Find the person.
2. Use Remove email with their address.

Verify: they no longer appear in your list.

This removes them from your organization. Their certificates and progress are not deleted.

Give someone else admin access

1. Open Invite an admin.
2. Enter their email address.
3. Confirm.

Verify: they can open the admin console and see the same panels you do.

An admin you add administers your organization and its customers only. They cannot see or change another organization, and they cannot change Synthreo platform settings.

Troubleshooting

Someone from my company is not in the list. You only see people who belong to your organization or one of your customers. If they signed up on their own and were never added, add them with Allowlist email, using the address they signed in with.

“This email is already managed by another organization.” The address belongs to a different organization. Ask Synthreo to move them.

They say they cannot sign in. Signing in is self-serve - they request a link from the sign-in page themselves, no invitation needed. Adding them here places them in your organization so they can be assigned courses. If they still cannot get in, their address has not been allowed onto the program yet; ask Synthreo.

A course I want is not offered for this person. The MSP courses - AI Sales Certified, AI Marketing Certified, AI Support Certified, and the Consultant capstone - are for MSP partner accounts only. Customer accounts see the standard tracks.

Someone failed and cannot retake the exam yet. Use Reset attempts on that track to clear the cooldown.

I need to move a customer under a different partner, or change an organization’s type. Those are platform-level changes. Contact Synthreo.