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Training Information

We offer a free online training course designed to help familiarize yourself with  Agiloft. The training course combines instruction on key functionality and hands-on practice exercises to assist you in learning the system.

How do I set up my training account?

To set up your training, you will need to first create an account on our Customer Support Portal by clicking the "create your own user account" link.

After creating your account, you will receive an email asking you to validate your account information. Once your account information is validated, you can sign up for the training by logging in, clicking My Profile, and then clicking Sign up for Training.

You will receive an email with instructions for accessing the training.

Step 1 of the instructions details how to sign up for the course through ProProfs, our training platform.

Step 2 of the instructions details how to access the live   Agiloft deployment, or knowledgebase (KB), that's created for you. You'll use this Training KB to complete the practice exercises in the training course. You will also have access to a Sample KB, which is a finished, built-out system based on the practice exercises that you can use as a reference.

You can always access your training record by logging into the Customer Support Portal and clicking My Profile. Your training signup record will be listed with buttons to access your Training KB, Sample KB, and online training course at ProProfs.

Can I reference the training material without signing up?

If desired, you can choose to view the training material without completing the practice exercises, without creating an account on our Customer Support Portal, and without creating an account on ProProfs. Viewing the training in this way bypasses account and password creation, but you will need to enter your name and email in ProProfs. If your email is already on file, you'll be asked if you want to resume the training course. Otherwise, you will simply start the training.

If you view the training without signing up and you later set up a training account through our website, you must email Once you view the training without signing up, the system will no longer automatically place you in the training course, and we must manually add you to the course.

To view the training without signing up, use the following links:

Unit 1

View Unit 1 of the training.


Unit 2

View Unit 2 of the training.

Unit 3

View Unit 3 of the training.

Unit 1 of the training focus on basic functionality in the system, and Unit 2 delves more deeply into administrative functionality. Unit 3 details advanced functionality and can be considered optional for many users. For more information about the training, step-by-step instructions for accessing the training, and further training resources, please visit the Online Training page of our website. If you have further questions, please contact

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