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Firm adminsPreparers
Training academy
Create firm training, assign it to people who can access it, and measure real lesson completion.
Learner experience
Preparers use the academy to open assigned courses, move through lessons, and see their own progress. Completion is recorded from the lesson experience rather than inferred from an assignment alone.
Course management
Admins can create courses and lessons, assign learners, and review course analytics and rosters. Keep access aligned with the roles that can open the training route.