Who is this guide for?
For owners, administrators, and specialized managers of an institution, company, or other client organization. Depending on your role, scope, and contract, some sections may not appear.
Tralo or Tralo Admin?
Authors create and edit their stories in Tralo. Tralo Admin is used to manage the organization, permissions, responsibilities, review, publication, and aggregate tracking.
Chapitre 1
Activating Access and Securing Your Account
Access to the console begins with a personalized invitation sent to a specific email address. The must use exactly that address, and it must be verified.
- 1Open the link sent to the invited email address and do not forward it.
- 2Connectez-vous avec votre compte Tralo existant à cette adresse ou créez-en un avec votre identité et un mot de passe d'au moins 12 caractères.
- 3If the account has just been created, verify the email address using the verification email, then return to the invitation.
- 4Cliquez sur Accepter et rejoindre. Si un autre compte est ouvert dans le navigateur, déconnectez-le auparavant.
- 5Enable two-factor authentication: confirm your password, scan the QR code with an authentication app, and keep the backup codes in a safe place.
- 6For subsequent logins, enter the six-digit code. A sensitive action may require a new verification if your enhanced session has expired.
Chapitre 2
Understanding Roles, Licenses, and Scopes
These three settings address three different questions: What can the person do? What use of the product is , and what part of the organization can they act upon?
Role
Grants permissions
Licence
Describes usage and billing
Scope
May be limited to a single unit
Roles available in an organization
| Role | Usage principal | Scope |
|---|---|---|
| Owner | All organizational permissions, including the ability to appoint another owner. The last active owner is protected. | Entire organization |
| Organization administrator | Day-to-day administration: members, units, content, statistics, security, integrations, audit, and exports. View billing information, excluding operations reserved for the owner. | Entire organization |
| Campus Administrator | Administration of members, invitations, units, content, statistics, and audit within a branch of the structure. | A unit and its active subunits |
| Content Manager | Management, review, and publication of content, with access to relevant members, units, and statistics. | Organization or unit |
| Reviewer | Reviewing the structure and content, then approving or rejecting a submitted version. | Organization or unit |
| Author | Creation in Tralo and access to authorized content. This role alone does not grant access to the Admin console. | Organization or unit |
| Statistics | Viewing authorized aggregated metrics. | Organization or unit |
| Billing | Viewing the contract status and changing the billing address. | Entire organization |
| Security | Viewing members and roles, security, integrations, audit log, and exports. | Entire organization |
Available licenses
Creator
An active member holds a Creator license. This license is required to write organizational content in Tralo when their role permits it.
Admin Only
An active member can administer according to their roles without taking up a Creator license. They then remain read-only in the authoring workshop.
Les licences Lecture, Billing et Relecteur externe peuvent aussi être proposées. Une licence ne donne jamais un droit à elle seule : les actions possibles viennent des rôles et restent limitées par le contrat.
Chapitre 4
Set up the organization in the correct order
A phased setup prevents misassigned invitations, overly broad permissions, and when teams join the workspace.
- 1Dans Settings, vérifiez le nom public, la raison sociale, le domaine principal, la langue et le fuseau horaire.
- 2Dans Structure, créez les unités utiles aux rattachements, aux portées de rôles et aux contenus.
- 3Dans Members, assurez la continuité avec au moins deux personnes de confiance, puis attribuez à chacune les droits strictement nécessaires.
- 4Vérifiez les limites dans Billing avant une campagne d'invitations, en particulier lorsque le plafond de licences est strict.
- 5Invite people individually or, if the contract allows it, import a CSV file with a maximum of 50 rows.
- 6Define the review workflow: managers, reviewers, users authorized to publish, and organizational scopes.
- 7Regularly review alerts, the security status, and the audit log.
Chapitre 5
Manage members and invite additional administrators
Invitations are personalized, traceable, and revocable. You can add as many administrators as your organization needs, within the limits of the licenses provided for in the contract.
Invite a person
- 1Ouvrez Members, puis cliquez sur Inviter un membre.
- 2Enter the email address, first name, and last name, then select the role, license, and scope. Add a message if necessary.
- 3Double-check the email address: the recipient must join the organization using exactly this address.
- 4Cliquez sur Créer et envoyer, puis suivez l'état dans Invitations. Une invitation en attente peut être renvoyée avec un nouveau lien ou révoquée.
- 5After acceptance, verify the role, license, units, status, and 2FA activation in the member’s profile.
Management Continuity
Add another manager or administrator
Global Administrator
Dans Membres, cliquez sur Inviter un autre gestionnaire administrateur. Le formulaire prépare le rôle organization_admin, la portée organization et la licence admin_only. Choisissez la licence Creator uniquement si cette personne doit aussi écrire des contenus dans Tralo.
Campus Administrator
Pour déléguer une branche sans ouvrir toute l'organisation, choisissezCampus Administrator et l'unité concernée. Ses droits couvrent cette unité et ses sous-unités actives.
Secondary Owner
The Owner role is not offered in the standard invitation. First invite the person with another role, wait for their acceptance, and then an active owner can promote them from their profile.
Importing Invitations via CSV
Le bouton Importer un CSV apparaît uniquement si votre rôle autorise les invitations et si cette fonctionnalité est active au contrat. L'import prépare des invitations ; il ne crée pas immédiatement les comptes et ne réserve pas les licences.
- Maximum 50 personnes par fichier, avec une adresse unique par ligne.
- Colonne obligatoire :
email. Colonnes reconnues :first_name,last_name,role,licenseetunit_pathouunit. Virgule et point-virgule sont acceptés. - Sans valeur explicite, le rôle est
authoret la licencecreator. - The Owner role is not allowed in the CSV. Roles limited to a single unit require an active unit.
- The preview estimates the licenses; the final report details the result for each line.
Manage existing members
- Search by name or email and filter by status, license, role, unit, or last activity.
- Suspendre coupe temporairement l'accès ; réactiver le rétablit si une licence est disponible.
- Disable retire les rôles actifs. Transférez auparavant les contenus gérés à un autre membre actif si nécessaire.
- Only active members are counted toward Creator and Admin-only licenses.
- Bulk actions apply to a maximum of 50 members and are atomic: if one protection fails, no member in the batch is modified.
Export the directory
Exporter les membres produit un CSV global contenant identifiant, identité, e-mail, statut, licence, rôles, unités, 2FA, arrivée et dernière activité. Cette opération exige une portée sur toute l'organisation, la permission d'export et une vérification 2FA récente. Elle est auditée et limitée à dix générations par heure et par administrateur.
Chapitre 6
Building and Evolving the Structure
The structure is a tree. A unit can represent a campus, a college, a department, a school, a team, a department, a program, or another entity relevant to your organization.
Add
Select the name, type, and parent. A restricted administrator remains within their branch.
Edit
Change the name or type without altering the content already associated with it.
Move
Select a new parent: the entire branch follows. A unit cannot become its own descendant.
Archiver
Confirm with the exact name. Active subunits must first be moved or archived.
Chapitre 7
Review, approve, and publish the content
The “Content” section displays the stories belonging to the organization within your scope. It requires the shared library associated with the contract. Tralo Admin manages the editorial workflow but does not replace Tralo’s scene editor.
Responsibility, Unit, and Visibility
Une personne autorisée peut attribuer un responsable nominatif, une unité et une visibilité Privé, Unité,Organization ou Public, avec un motif. Un contenu publié doit être dépublié avant de modifier ces métadonnées. Dans une portée limitée, l'unité est obligatoire et doit appartenir au périmètre visible.
The Review Process
- 1Le responsable vérifie l'unité, la visibilité et la personne responsable, puis clique sur Demander une revue.
- 2The reviewer examines the description, scenes, choices, destinations, explanations, and and the moderation check associated with this version.
- 3Il saisit un motif puis choisit Approuver ou Rejeter. L'approbation reste verrouillée sans contrôle autorisant exactement la version courante.
- 4An authorized user publishes the approved version with a reason, provided that moderation permits it and the visibility is not set to Private.
- 5Unpublishing stops sharing without deleting the history. Any editorial change invalidates the and requires a new review.
Chapitre 8
View statistics without monitoring individuals
Tralo Admin metrics are designed to track organizational adoption and trends, not to reconstruct a learner’s individual journey.
- The Overview can display active members over the past 30 days, stories created and published, views, and aggregated completions.
- With global scope and the functionality specified in the contract, the Statistics page displays up to 90 days of daily snapshots.
- The screens are powered by aggregates; they do not track individual reading sessions.
- Before the first actual snapshot, an empty report is displayed: no figures are fabricated.
- Daily snapshots are not yet broken down by unit. A campus administrator sees the members and content of their branch in the Overview, but not the overall read aggregates.
Chapitre 9
Tracking Billing and Licenses
The Billing and Licenses page is reserved for roles with appropriate global access. It clearly distinguishes clearly distinguishes between organizational licenses and personal Tralo offers.
- View the contract status and type, its term, the limit mode, and the Creator and Admin-only licenses used by active members.
- The Owner and the Billing role can modify the billing address. This address is used for financial transactions, but does not grant any administrator access.
- The price, purchased volumes, end date, contract type, and negotiated features cannot be modified via the customer console.
- With a strict limit, an acceptance or reactivation may be denied. With an authorized overrun, it remains visible in the alerts.
- Personal Tralo subscriptions never change the organization’s limits.
Chapitre 10
Monitor security, auditing, and exports
The security screens display the 2FA status of administrators, known domains, temporary support access , sensitive events, and authorized administrative exports.
Security and Support Access
The Security page displays active administrators and their 2FA status, as well as open domains and temporary support access. Entering a primary domain in Settings does not verify it: no DNS validation customer flow is currently available.
The Tralo team does not have permanent access to customer content. When diagnostics require it, support access must be justified, approved by another authorized person at Tralo, limited to a maximum of 24 hours, and strictly read-only. Its creation, expiration, and revocation are audited. The client administrator can view active access requests but cannot approve, deny, or revoke them from this screen.
Audit Log
If the audit log is included, it displays up to the 200 most recent events authorized by your scope: date, action, actor, target, and available IP address. Passwords, secrets, and tokens are never stored in this log. A role limited to a single unit sees only events related to its branch.
Two Exports, Two Uses
CSV Directory
Structured list of members, roles, units, licenses, statuses, and useful security information.
JSON Administrative Package
Organization, units, members, roles, invitations, contracts, functions, story metadata, alerts, and audit, without secrets or invitation tokens.
Chapitre 11
Understanding integration availability
Integrations are not yet configurable via self-service, and there is currently no “Integrations” section currently available in the customer navigation.
| Famille | Affected Connectors | Current Status on the Client Side |
|---|---|---|
| Identity | OpenID Connect and SAML 2.0 | No self-service configuration |
| Provisioning | SCIM | No self-service synchronization |
| LMS | LTI 1.3 and Moodle | No self-service installation |
| Developers | API Tralo | No API credentials created in the client console |
Contact Tralo to confirm whether a connector is available for your deployment and to arrange for its implementation . Do not send any identity or API secrets in a regular email.
Chapitre 12
Understanding statuses and read-only mode
An action may be denied even if your role appears to be correct: the organization’s status and the are also factored into the checks.
| Situation | Console Behavior |
|---|---|
| Active or pending organization, valid contract | Changes are possible depending on roles, scopes, available licenses, and the features of the contract. |
| Suspended organization | Viewing may remain available, but invitations and other operational changes are denied. |
| Contract missing, overdue, expired, canceled, or outside the contract period | Data remains viewable according to permissions, while protected operations switch to read-only mode. |
| Scheduled deletion or organization completed | The space is read-only and in retention. Perform authorized exports and contact Tralo without waiting for the end of the period. |
In the event of unexpected read-only access, first check the status badge in the Overview and the contract status in Billing. If these pages are not visible with your role, ask an owner or the Billing manager to check them. Authorized exports remain separate actions and may still be available depending on your role and scope.
Chapitre 13
Implementing Best Practices for Operations
A few simple routines greatly reduce the risk of forgotten accounts, blocked licenses, orphaned content, or permissions that have become too broad.
For every new hire
Verify the email address, assign the minimum role, the correct scope, and the intended license, then verify acceptance and 2FA.
Upon departure
Transfer the content, deactivate the member, and verify that at least one active owner, ideally two, ensures continuity.
Every week
Process pending invitations, license alerts, content under review, and administrators without active 2FA.
Every month
Review roles, scopes, archivable units, support access, aggregated trends, and audit events.
Before a deadline
Generate authorized exports and request any contract changes well in advance.
Lors d'un incident
Note the time, page, action, exact message, and person involved before changing multiple settings.
Chapitre 14
Get help
If an invitation doesn’t arrive, if the last owner can no longer be reached, if the organization remains in read-only or if an authorized action fails, the Tralo team can help you diagnose the situation.
Preparing a Helpful Support Request
Include the organization’s name, the address of the affected account, the section, the action attempted, the exact message, the date, and the time. Include a screenshot only if it does not contain any confidential information.
Frequently Asked Questions
Can I invite another administrator?
Yes. Invite them as an Organization Administrator for overall management, or as a Campus Administrator for a branch. The Owner role is assigned after they join by an active owner.
Why isn’t a section appearing?
Navigation depends on the role, scope, and active features in the contract. An owner can verify your permissions; a campus scope does not grant access to strictly global screens.
Puis-je devenir administrateur de plateforme ?
No. Platform administration is reserved for Tralo’s internal operations. For a client organization, use Owner, Organization Administrator, or a specialized role.
Can a campus administrator export only their branch?
No. CSV and JSON exports of members cover the entire organization and therefore require a .
Can I disable 2FA?
No, not for accessing Tralo Admin. Two-factor authentication protects the organization, and a recent verification is required for the most sensitive operations.
Are you looking for the documentation for the creation workshop?
Stories, flashcards, sharing, personal statistics, and JSON format.