Setting Up Your Account

When you first access the platform, you’ll want to complete your account setup to get the most out of your professional development experience. Your dashboard serves as your central hub for all learning and observation activities.

Understanding Your Dashboard

Your dashboard displays different content based on your role and your organization’s activated modules:

• eLearn module - Shows training content, courses, and learning paths
• weCLIMB module - Displays observation activity and summaries

The dashboard uses tabs to organize your content, with badges showing the number of items in each section.

Setting Up Your Profile

Complete your profile information to ensure proper attribution in observations and course completions:

1. Click your name or avatar in the top navigation
2. Select Profile or Account Settings
3. Complete required fields:
   • Full name
   • Email address
   • Job title
   • Organization/school assignment
4. Upload a professional profile image
5. Click Save Changes

Your profile information helps colleagues identify you in observation reports and collaborative learning activities.

Configuring Dashboard Tabs

Your dashboard automatically shows relevant tabs based on your role:

eLearn Module Tabs

If your organization has the eLearn module activated, you may see:

• Required Content - Mandatory training assigned to you
• Continue Content - Courses you’ve started but not completed
• Content Libraries - Available course collections
• Learning Paths - Structured learning sequences
• Individual Content - Standalone courses and materials

weCLIMB Module Tab

If your organization uses observations, you’ll see an Observations tab with activity summaries:

• My Observations (Observable role) - Times your classroom has been observed
• My Conducted Observations (Observer role) - Observations you’ve completed
• All Observations (Organization Administrator role) - Organization-wide observation activity

Setting Password and Security

Protect your account with a strong password:

1. Navigate to your account settings
2. Find the Security or Password section
3. Enter your current password
4. Create a new password that includes:
   • At least 8 characters
   • Mixed case letters
   • Numbers and symbols
5. Confirm your new password
6. Click Update Password

Configuring Notifications

Set up notifications to stay informed about:

• New required training assignments
• Upcoming observation schedules
• Course completion deadlines
• System announcements

1. Access your account settings
2. Look for Notifications or Communication Preferences
3. Choose your preferred notification methods:
   • Email notifications
   • In-system alerts
   • Frequency settings
4. Save your preferences

Navigating Your First Login

After completing your initial setup:

1. Review your dashboard tabs - Each shows a count of available or pending items
2. Check for required content - Complete any mandatory training first
3. Explore available resources - Browse content libraries relevant to your role
4. Understand your observation role - Know whether you’ll be observing others or being observed

Role-Specific Setup

For Teachers (Observable role)

• Your My Observations widget shows how many times you’ve been observed
• Review any required professional development content
• Familiarize yourself with observation forms your school uses

For Administrators and Coaches (Observer role)

• Check both My Observations (received) and My Conducted Observations (given)
• Review available observation forms and rubrics
• Explore coaching and leadership content in eLearn modules

For Organization Administrators

• Access All Observations to see organization-wide activity
• Review system-wide required content assignments
• Check reporting and analytics features

Getting Help

If you encounter issues during setup:

• Check with your school’s technology coordinator
• Review help documentation in the system
• Contact your organization’s administrator
• Use any built-in help or support features

Your account setup ensures you can effectively participate in your organization’s professional development and observation programs.