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Q: How do we access Initiate?
A: The NI Initiate Team will create a subscriber account for your TA Team. Each team member will have their own log-in. Invitations will come from invitations@mail.initiateprosperity.org so please check your spam folder.
Q: How often can our TA Team access Initiate?
A: Initiate is accessible 24/7.
Q: How do we customize Initiate to our organization?
A: You will have the ability to add your logo and advisors. As you invite learners they will be tied to an advisor. There is an optional add-on to add your organization’s custom content available for the premium subscription.
Q: What if we need help using a resource?
A: Submit a ticket via the Customer Support Form and the Initiate team will reach out to set up a meeting with you.
Q: What if we need to find a specific type of resource?
A: You can type in a specific description in the search box, scroll down to the categories and search that way, or go to "View All Resources," and use the filters, or search by resource type at the bottom of the Discover page.
Q: What if we start using a resource but need to revisit it later?
A: Recently used resources show up on the homepage under the heading “Jump back in…”, located midway down the page.
Q: Can we access the Initiate platform from smart phones?
A: Yes, it is fully functional on mobile devices.
Q: Can we add our own content to the platform?
A: Yes. Depending on your organization’s Subscription, you may upload specific content for your business owners at your convenience. Check with your TA Team Lead.
Q: What is the best way to connect with other Initiate Subscribers or NI staff?
A: We host “Train the Trainer” webinars every other month. These webinars provide a great opportunity for Advisors to learn about engaging Learners and connecting with Advisor peers that are also using Initiate. If you have a platform issue or suggestion, submit a ticket via the Customer Support Form and the Initiate team will reach out to you shortly.
Q: What is the difference between Active Time and Resource Completion Time on the Initiate reports?
Active Time represents all of the time spent looking at resources on Initiate. If a user views a resource but does not press the complete button, that time will be recorded in Active Time. Resource Completion Time is the time recorded for all resources that a user has officially completed by clicking the “Complete,” button.
Q: A learner has joined Initiate under our organization but we do not recognize them. What should I do?
Please reach out to the Initiate team via the Customer Support Form. A user may have clicked your organization by mistake or did not see the organization they work with. We can find where that user belongs and move them over.