Introduction

Welcome to your Shape platform! Shape is an Artificial Intelligence (AI)-based content creation platform that creates learning content assets (called Shapes) within minutes. Thanks to Shape, you will save hours of hands on work and you will be able to customize your content to fit your learning needs.

This article will guide you through the registration and sign in process, and the navigation of Shape’s platform homepage.

Signing into Shape

Once you have been registered by your Admin, you will receive an email as a confirmation of the registration. Click on the Join Shape button in the email, and set a password on the sign up page that opens. Once you have chosen and confirmed your new password, click on the Sign Up button to join the Shape platform!

Now that you have set your password, for the following logins, just insert your work email and your password into the login form, then press the button to log in.

Retrieving a Lost Password

If you have lost your password or can’t access your platform with your password, you can reset your password by pressing the Forgot your password? item on your platform’s login page. In the page that opens, type in your work email address that corresponds to your user account in the Shape platform and press Reset Password.

Shape will send you a generic email to the email address that you entered. The email will include a button to reset your password. You have 24 hours to reset your password from the time you press the corresponding button on the login form. After 24 hours, the reset link provided in the recovery password email expires. Also remember that you cannot use the reset link more than once.

Click the Reset Password button in the email, then enter your new password and confirm it in the corresponding field. Click Set New Password to confirm your action. You can now log in using your new password.

Navigating the Homepage

After logging in, you will find yourself in the homepage of your Shape platform. When you navigate away from your homepage, you can always return here at any time by pressing the Shape logo in the top left corner of the page.

We will go through the items composing your homepage so that you can get familiar with them. 

In the bar at the top of the page, you can use the New Shape button to create a new Shape, or the question mark icon to open the Knowledge Base, contact Shape’s Support team or leave feedback. Click the bell icon to view your recent notifications (the last 20 notifications will be displayed). If you have any unread notifications, a small number appears over the icon to indicate the number of notifications that you have yet to read. Press the bell icon, and then the notification item to read the notification. You can also delete notifications selecting the x icon on the right side of the notification item in the panel. Click on your avatar in the top right corner of the page if you want to manage themes, or to sign out of the platform.

In the homepage, you have an overview of all the content asserts created by you and all the other users of the platform. In the All Shapes tab, you can find the Shapes created by all the users of your Organization. Switch to the Created by me tab to display only the Shapes you have created.

In the upper part of the page, type a title in the search bar to search for a Shape. Use the dropdowns on the right side of the page to filter content by status and sort the content by date (newest to oldest or oldest to newest). 

Each piece of content is identified by a card where you can view a preview image, the title of the content, the date it was last updated, its status, and the ellipsis button that you can click to perform various actions. 

Using Spaces to Organize Shapes

You can organize Shapes into folders, called spaces, where you can gather related learning assets according to your needs — for example all of the assets on the same topic, useful for a specific job task or for a specific team in your Organization — so that you can easily find them.

In the bar on the left side of the homepage, under the Spaces item, you find all of the spaces created by the Admin of your platform.

Click on the Spaces item to view all of the spaces created in the platform. On the page that opens, you will view a list of all the spaces. For each space, you can view its name and when it was last updated. To access a space, click on its name in the list of spaces. The space page structure and organization reflect those of Shape’s platform homepage, and the Shapes you move into the space are divided into the two tabs of the page. As in the homepage, in the All Shapes tab you can find the Shapes created by you and all the other users, while in the Created by me tab you will display only the Shapes you have created. 

To move a Shape into a space, click on the ellipsis button on the Shape’s card that you find on the homepage or in a space, then choose the Move to Space option and select the desired space. 

You can also remove the Shape from the space by clicking on the ellipsis button on the Shape’s card, then choosing the Remove Shape from Current Space option.

Signing Out of Shape

To sign out of your Shape platform, press your user image/your initials in the top right corner of the page, then select the Sign Out option.