The OneRange Vero Admin Guide
Set up OneRange Vero, the AI-native training platform: build or plan courses, ground them in your material, assign training, and measure results
For administrators and course managers · 13 min read
- Getting started — What Vero does, who does what, and where everything lives
- Your first-week setup checklist — The order that gets a new workspace productive fastest
- Two ways to start a course — Build one course, or describe a goal and let Vero plan the sequence
- Building a single course — Details, document analysis, topics, and the final assessment
- Planning from a goal — Turn a business outcome into a sequenced set of courses
- Interactive activities — The practice formats Vero adds to a topic and how to steer them
- Grounding courses in your material — Reference documents, the Knowledge Library, and Company Context
- Assessments at a glance — Baselines, final assessments, test-outs, and skill assessments
- Catalog, pathways, programs, and credentials — How the bigger building blocks fit together
- Assigning training — Due dates, start dates, company context, and reminders
- Measuring results — Where to look and what each page answers
- Company settings — Everything under the menu on your name, then Company Settings
- Tips from high-performing admins — Patterns that raise completion and quality
- Common questions — Quick answers
1. Getting started
What Vero does, who does what, and where everything lives
OneRange Vero is the AI-native training platform for the essential skills each role needs. You describe what your people need to learn, point Vero at your own material, and Vero drafts the course: topics, practice activities, and a graded final assessment. Your people then take it as interactive AI training that adapts to their level and their job. This guide walks an administrator through the whole product, end to end. Each section links out to a deeper guide in the knowledge base.
Roles at a glance
| Admin | Full access. Manages people and roles, Company Settings, the Knowledge Library, skill assessments, every course and pathway, and all assignments. |
|---|---|
| Course Manager | Builds courses and pathways, plans from a goal, assigns courses and pathways, and reviews course feedback. Edits only the courses and pathways they created. No access to Employees, Analytics, or Company Settings. |
| Manager | Sees their direct reports: the team Dashboard, the My Team tab on Employees, and team-scoped Analytics. Can add people to their team and send reminders. Browses courses but cannot build or assign them unless they also hold the Admin or Course Manager role. |
| Employee | Takes assigned training and skill assessments from My Training, and sees their own record on My Profile. Everyone holds this role. |
People can hold more than one role. A team lead who also builds training, for example, can be both Manager and Course Manager.
Where things live
| Dashboard | Team or company activity: assignments, results, credentials earned, and who is past due. Admins switch between Company and Team. |
|---|---|
| My Training | Your own assigned courses and assessments. Every role has it. |
| Skill Assessments | Standalone skill assessments and assessment groups. Admins create and assign them. |
| Courses | Your course library and the Vero AI Catalog, with tabs for Courses, Pathways, Plan from a Goal, and Feedback. |
| Programs | Initiatives that bundle courses, pathways, and assessments, with their own people list and reporting. |
| Assignments | The admin-only hub for every assignment in the company, with bulk reminders and bulk unassign. |
| Employees | Invite people, set roles, managers, and groups, and open anyone's training record. |
| Analytics | Three pages: Training Performance, Workforce Skills, and AI Readiness. |
| My Profile | Your own skills, history, recommendations, and credentials. |
Company Settings is not in the sidebar. Open the menu on your name at the bottom-left and choose Company Settings. The same menu has Personal Preferences (theme, language, password) and Sign Out.
Tip: Open Company Settings, then Knowledge Library, on day one. Courses get noticeably more specific the moment Vero has a few of your real documents and a filled-in Company Context.
2. Your first-week setup checklist
The order that gets a new workspace productive fastest
- Company Settings, Company Details: confirm the company name and add your Company Website. Vero uses the website as one source when it drafts your Company Context.
- Company Settings, Branding: set your Brand Color (Vero adjusts it automatically if it would be hard to read) and upload your Company Logo as a PNG or SVG.
- Company Settings, Knowledge Library: upload your core playbooks, policies, and product docs. Folders are supported, and you can upload a whole folder at once.
- Knowledge Library, Company Context: click Draft With AI, review the draft field by field, then Approve & Save. This profile shapes every training session, including Vero AI Catalog courses.
- Employees: add people one at a time with Add Employee, or use Bulk Upload with a CSV. Set each person's manager so team views work.
- Company Settings, Single Sign-On: if your people should only enter through your SSO portal, turn on SSO only. It applies to admins too, so confirm your own SSO access first.
- Company Settings, Training Language: turn on Always use plain language if your workforce benefits from short sentences and everyday words for everyone.
- Courses: assign one Vero AI Catalog course or build one course from your own material, and take it yourself with Take Course before rolling it out.
Tip: Pilot with five to ten people before a company-wide launch. Their ratings and level-fit answers on the Feedback tab tell you what to adjust before everyone sees it.
3. Two ways to start a course
Build one course, or describe a goal and let Vero plan the sequence
On Courses, click Create Course. Vero asks how you want to start.
| Build a single course | You already know the topic. Go straight to the course builder. |
|---|---|
| Plan from a goal | Describe the outcome you want. Vero reuses courses that already fit, proposes new ones for the gaps, and puts them in order. |
Other starting points: a course template (354 ready-made blueprints across AI skills and 14 business functions, which pre-fill the builder), Import Career Track on the Pathways tab (turns a role document into a set of courses and a pathway), and the Vero AI Catalog (ready-made courses you assign as they are and customize for your company).
4. Building a single course
Details, document analysis, topics, and the final assessment
The builder moves through Details, Analyze (only when you upload documents), Topics, and Quiz, then Review & Save. Nothing is saved until you click Confirm & Publish, so you can experiment freely.
Step 1: Details
| Course Name | Be specific. "Handling pricing objections on renewal calls" beats "Sales 101". |
|---|---|
| Description | What the course covers, what learners will do inside it, and the outcome. Two or three sentences. Vero uses this to plan the topics. |
| Context Notes (optional) | Instructions for how Vero should teach, such as "Use only the uploaded documents" or "Focus on applying this in the office". You can paste up to five web links here and Vero reads them as source material for this course. |
| Target Proficiency (Goal) | Beginner, Intermediate, Advanced, or Expert. Sets how much scaffolding Vero provides and who the course fits best. |
| Visible to all managers | On: every manager and admin in the company can see the course. Off: only you can. |
| Competency Baseline Assessment | On by default. Learners start with a short adaptive diagnostic, and Vero tailors depth and pacing to the result. |
| Reference Documents (optional) | Upload PDF, Word, PowerPoint, Excel, CSV, text, or Markdown files, or use Pin from knowledge base. Each file is checked for readable text before it is used. |
Step 2: Analyze (when you upload documents)
Each document is scored from 0 to 100 on completeness, freshness, information density, and topic relevance. For each one you choose how to use it: Split throughout course (the default), Keep as one topic, or Use as final assessment when Vero detects the file is a quiz. If a document scores below 25, you confirm you have seen the warning before moving on.
Step 3: Topics
- Set a Desired Duration or choose Let AI decide, then click Generate Curriculum. If the duration does not fit the subject, Vero suggests one.
- Each topic has a title and a short description of what Vero should cover. Reorder with the arrows, edit, delete, or Add your own.
- The Sources read panel shows every upload, pinned document, and link Vero used, and how much of each.
- Vero tags the topics where an interactive activity adds value. Keep, remove, or add tags, up to two per topic.
- Add images or videos to any topic. They appear inline when learners reach that topic.
Step 4: Final assessment
Turn the final assessment on or off. When it is on, choose one of five formats: Multiple-choice quiz, Hands-on lab, Code project, Role-play, or Tool proficiency. For a quiz, set the number of questions (3 to 20) or use Bring your own quiz to turn an uploaded question document into the graded quiz. The Final Assessments guide covers each format in depth.
Review and publish
Review & Save opens a Course Preview with an Overview (including a content quality report when you used documents) and a Content Outline. Click Confirm & Publish. Vero suggests up to five skills for the course in the background, and you can edit them later.
Tip: If a course feels generic, the fix is almost always one good reference document. A focused five-page internal playbook does more than a 200-page manual.
5. Planning from a goal
Turn a business outcome into a sequenced set of courses
Plan from a Goal is a tab on Courses for Admins and Course Managers. Use it when you know the result you want but not the exact courses.
- Describe what you are trying to accomplish and, optionally, who it is for.
- Choose How much do you need: One Course or Full Program.
- Choose What should we recommend: Existing + New Courses (reuses what you have and proposes new courses for the gaps) or Existing Courses Only (nothing new to build).
- Under Where courses come from, keep My company's courses, Vero AI Catalog, or both switched on.
- Leave Use company context on to tailor the plan to your company profile, team roles, recorded skill gaps, and Knowledge Library.
- Click Recommend Courses. Each step is marked Already Available, New Course, or Built, with a level, a duration, and why it matters.
- Click Build This Course on any new step. The builder opens pre-filled and brings you back to the plan when you publish.
- Once every course exists, tick Also group these into a pathway, name it, and click Create Pathway.
Plans save automatically and appear under Saved Plans, so you can come back and finish building later.
6. Interactive activities
The practice formats Vero adds to a topic and how to steer them
Every course runs as a guided conversation: a short explanation, a concrete example, then a quick check. On top of that, a topic can carry up to two interactive activities.
| Hands-On Lab | A step-by-step practice task. Learners tick off each step and share evidence, such as a screenshot or written result. Best for tools, procedures, and workflows. |
|---|---|
| Branching Scenario | A multi-step decision with consequences. Best for judgment calls: discovery, escalation, ethics, leadership. |
| Role-Play | Vero plays a persona, such as a skeptical buyer or an upset customer, and the learner responds in character. Vero ends the scene and gives a debrief. Best for conversations. |
| Code Lab | An in-browser editor with Run and Submit, in JavaScript, TypeScript, Python, or Ruby. Best for engineering and data work. |
- Vero tags topics automatically when it generates the curriculum. Remove a tag you do not want, or use + Interactive to add one.
- Click a tag to configure it: write an Activity description of what it should cover or simulate, and attach reference documents from the course or the Knowledge Library.
- For tool courses, Vero also sends learners into the real tool with Try it cards and brings their result back into the lesson.
Tip: Pick the one or two formats that fit the skill. A role-play builds the conversation muscle; a branching scenario tests the judgment behind it.
7. Grounding courses in your material
Reference documents, the Knowledge Library, and Company Context
| Reference documents | Uploaded to one course. Always included when that course is taught. |
|---|---|
| Pinned Knowledge Library documents | Chosen from your library for one course, individually or by folder. Always included. |
| The rest of the Knowledge Library | Searched automatically on every reply, so the most relevant passages are used without pinning. |
| Company Context | Your company profile, terminology, tools, and methods. Applied to every session, including Vero AI Catalog courses. |
| Links in Context Notes | Up to five web pages read as sources when the course is generated. They are not stored in the library. |
You control where company material applies. Each assignment has an Apply company context switch; turn it off to teach the standard course. Programs can use your company's material, their own separate material, or none. The Knowledge Library guide explains each option.
8. Assessments at a glance
Baselines, final assessments, test-outs, and skill assessments
| Competency baseline | An adaptive diagnostic at the start of a course. Sets the learner's starting level and how Vero paces the course. Switch per course. |
|---|---|
| Final assessment | The graded end of a course, in one of five formats. Scored against a standard rubric. Pass mark defaults to 70%. |
| Test-out | A timed placement assessment that lets someone skip a course inside a pathway by proving they already know it. |
| Skill assessment | A standalone assessment an admin assigns to measure skills before or after training. Results update each person's skill profile. |
See Final Assessments and Skill Assessments: An Admin's Guide for the details.
9. Catalog, pathways, programs, and credentials
How the bigger building blocks fit together
- Vero AI Catalog: ready-made courses, pathways, and assessments built by OneRange. Assign them as they are, and use Customize to adapt how a course is taught for your company without changing the shared version.
- Pathways: an ordered (Strict Order) or unordered (Any Order) set of courses on the Courses page, Pathways tab. Pathways can allow test-out and award a badge.
- Assessment groups: two or more skill assessments assigned together, on Skill Assessments, Groups tab.
- Programs: an initiative that bundles courses, pathways, and assessments, deploys them piece by piece, and reports on them together.
- Company badges: your own credentials, created in Company Settings or in the pathway editor, awarded automatically when someone finishes the pathway.
10. Assigning training
Due dates, start dates, company context, and reminders
Admins and Course Managers assign courses and pathways. Only Admins assign skill assessments. Start from a course or pathway (Assign), from a card's menu, or from Assignments, New Assignment.
| Who | Select people from the table. Filter by name, by a manager's team, or by group. |
|---|---|
| Due Date (optional) | Set one date for everyone, then override it for individuals. |
| Start date (optional) | Leave as Available immediately, or pick a date. Until then the work shows as locked on My Training. It must be on or before the due date. |
| Apply company context | On by default. Turn it off to assign the standard course with no Company Context, customization, or Knowledge Library. |
| Part of a program | Attach the assignment to a program so it counts in that program's reporting. |
When a course is pitched above the people you picked, Vero shows a level mismatch warning. You can start them on an easier course first, assign the pathway instead, request a simpler course, or Assign anyway.
What people receive
- An email when training is assigned, mentioning the start date if you set one.
- One automatic reminder email about seven days before a course's due date.
- Reminder emails you or their manager send with Send reminder, with an optional personal note. Each learner can get one reminder a day, and each course or pathway one every three days.
- Up to two weekday reminders to leave a review after they finish a course or pathway.
The Assignments hub
Assignments (admin only) lists every assignment with tabs for Courses, Assessments, and Pathways, filters by team and status, and bulk Remind and Unassign. You can unassign only while an item is Not Started.
11. Measuring results
Where to look and what each page answers
| Dashboard | Who is progressing, who is past due, pass rates, and credentials earned. |
|---|---|
| Training Performance | How each course, pathway, and assessment is performing, and how skills moved from baseline to current. |
| Workforce Skills | Company-wide proficiency, strengths, gaps, progression, and four ROI measures. |
| AI Readiness | AI skills across Fluency, Applied, and Governance, against a target level, by department. |
| Feedback | Learner ratings, level fit, and comments for every course and pathway. |
The Workforce Analytics guide explains every chart and metric.
12. Company settings
Everything under the menu on your name, then Company Settings
| Company Details | Company name and Company Website. |
|---|---|
| Knowledge Library | Documents, Company Context, and GitHub or Notion connections. Click Manage. |
| MCP Server (Read-Only Analytics) | Connect an AI assistant to your training analytics with a personal token or OAuth. Admins only. |
| Training Language | Always use plain language for everyone in the company. |
| Single Sign-On | SSO only: turns off email, password, and Google sign-in so people enter through your SSO portal. |
| Branding | Brand Color and Company Logo, applied across the app. |
| Skills | Your organization's skill taxonomy. |
| Badges | Create company-issued badges and see which pathway each is attached to. |
13. Tips from high-performing admins
Patterns that raise completion and quality
- Write the description as a mini-syllabus: what it covers, what learners do, and the outcome. It steers the curriculum on the first pass.
- Keep single courses short. If a plan grows past eight topics, split it and group the pieces into a pathway.
- Take every course yourself with Take Course before assigning it widely.
- Customize the Vero AI Catalog courses you assign most. Draft With AI does the first pass from your Company Context.
- Stagger due dates across a team, and use start dates to release a program in waves.
- Check the Feedback tab weekly. Courses flagged Needs Review, or with many Too hard answers, are the first to fix.
- Turn on test-out for experienced groups. It respects their time and keeps pathway credentials meaningful.
14. Common questions
Quick answers
How long does it take to build a course?
Minutes for a first draft. Vero drafts the topics, practice, and final assessment from your description and documents; most of your time goes into reviewing the topics and taking the course yourself before assigning it.
Can employees browse and start courses on their own?
No. People see the training assigned to them. They can ask for a recommended course from My Profile with Request from admin, which emails your admins and course managers.
Do I need to upload documents to build a course?
No, but it helps. Without documents Vero teaches from general knowledge plus your Company Context. With documents, it teaches your way of doing things.
Can I edit a course after people have started it?
Yes. Edits go live immediately. Save a version first if you want a rollback point, and see The Course Lifecycle guide for how versions work.
Which languages does Vero support?
Each person chooses English, Español, or Français in Personal Preferences, and the AI tutor replies in that language.