Tools n Tuts User Guide
Tools n Tuts is an adaptable, AI-powered Learning Impact platform for any environment — schools, training providers, workplaces, professional CPD and self-paced academies. This guide is a click-by-click walkthrough for every role, followed by how the platform works.
# Create your account
- Open
/onboardingand choose your card — As a Learner, As a Tutor or As an Org — then click Let's go!. - On Create account, fill your details and click Create account (or Sign up with Google).
- Invited by an admin? Open your invite link and set a password instead.
- Learners then complete the How do you learn best? quiz (12 questions); everyone else lands in the workspace.
# The two shells
Your role decides which front-end you see:
- Creator workspace — sidebar + top bar. Authoring, oversight and administration: Courses, AI Studio, Users, Compliance, Insights, Assessments, At-risk, Pathways, Tenant branding.
- Learner shell — a clean experience under
/my-learning,/browseand/learn. The sidebar is hidden; the player and quiz/game modes go full-screen.
Good to know
Navigation entries are filtered by capability, so you only ever see what your role can use.
# Roles at a glance
Tools n Tuts has seven roles. Click one to jump to its step-by-step guide. Platform Super Admin is internal to Xepho and isn't assignable from a tenant.
| Role | Core purpose |
|---|---|
| Learn, complete activities, submit evidence, track progress | |
| Structured, private, commercial or specialist training | |
| Evaluate competency & evidence against criteria | |
| Support a linked learner (read-only) | |
| Mandatory training, compliance & impact | |
| Tenant administration | |
| Xepho-level governance (internal) |
# Learner
Access learning, complete activities, submit evidence, and track your own progress and mastery over time.
My LearningBrowseMy skillsMy portfolioPathways
# Sign up & set your learning style
Create your account
- Open
/onboardingand on the ‘As a Learner’ card click Let's go!. - On Create account, fill First Name, Last Name, Work Email and Password (8+ chars, an uppercase, a number, a special character).
- Click Create account — or use Sign up with Google.
- Invited by an admin? Open your invite link and set a password instead.
- Open
Set your learning style (VARK)
- You arrive at How do you learn best? — click Start.
- Answer all 12 questions: pick the option that fits and click Continue (use Previous to go back).
- On question 12 click Submit, then on the results card click Go to Dashboard.
- Retake any time at
/onboarding/vark.
# Find & enrol in a course
Browse the catalogue
- On
/my-learninguse Continue learning, My courses or Recommended for you. - For something new click Explore courses (or open
/browse). - Search with Search courses…; sort by Newest / Most popular / Price / A–Z; filter by category, level and price.
- On
Enrol
- Click a course card to open
/course/[id]and review the Course content accordion and About this course. - In the right-hand card click Enroll & start (free) or Buy now (paid → Stripe Checkout).
- Once enrolled the button reads Go to course and ✓ You're enrolled appears.
- Click a course card to open
# Learn
Open the immersive player
- You enter
/learn/[courseId]; the left Course content rail lists sections and lessons (✓ done · ▶ current · ○ to do). - Toggle the rail with the menu button on mobile; click ✕ Exit to leave.
- You enter
Pick your lens & read materials
- Under the lesson title, click a tab — Visual, Auditory, Reading or Kinesthetic — to view that format.
- Open the Materials tab and click a file (or Preview) to view it in-page (dialog on desktop, drawer on mobile) — image, audio, video or PDF.
Complete the lesson
- At the bottom click Complete & continue (or Complete course on the last lesson).
- Move with ← Previous and Next ›. Completing bumps your streak and progress.
# Practise (quizzes & games)
Open a knowledge check
- Each section has a practice item (gamepad icon) — open it for the full-screen play surface.
- Under PLAY IT YOUR WAY choose Classic (graded) or a game: Flashcards, Concept Rush, Memory Match, Quiz Blitz or Heptris.
Play Classic
- Answer each Question X of N; jump via the number grid or Next ›.
- Click 🏆 Submit quiz to finish.
- If you skipped questions, the Submit anyway? dialog offers Keep answering or Submit incomplete.
# Track, prove & finish
Track your mastery
- Open
/skills: your mastery ring, band split, Due for review (spaced repetition) and Focus areas. - Click Review on any item to revisit the material.
- Open
Build your portfolio
- On
/portfolioclick Add evidence. - Set a Title, choose Type (Link or Written reflection), optionally pick a Course and Competency, then click Submit.
- Track each item (Under review / Passed / Referred); use Withdraw while pending or referred.
- On
Follow a pathway & certify
- On
/pathwaysopen a published programme and click Enrol in programme. - On the final lesson the Course complete! 🎉 screen appears — click View certificate.
- Download a transcript any time from
/api/transcripts/export.
- On
# Accessibility
Set your accommodations
- In
/settingsturn on the dyslexia-friendly font, set text size (small → XL), and enable text-to-speech. - Pick a theme (light / dark / system). These apply across the whole app.
- In
Out of scope for this role
- Cannot edit courses or content
- Cannot view other learners’ private data
- Cannot mark/grade assessments
- Cannot manage users or platform settings
- Cannot access organisation-wide reports
# Tutor
Deliver structured learning within a school, organisation or cohort, or private/commercial training — create your own courses, sessions and learner groups, manage lessons, assign content, monitor class progress, intervene, and personalise materials with AI.
CoursesAt-risk learnersAssessmentsCreate a courseAI StudioLive sessionsPathwaysEarnings
# Author & adapt
Open the workspace & edit a course
- Your role unlocks the sidebar workspace automatically — go to
/courses. - Open a course to reach its editor; click Add module, then Add lesson, and edit the lesson title and content (auto-saves on blur).
- Your role unlocks the sidebar workspace automatically — go to
Add a knowledge check
- In a module click Add quiz, then Add question.
- Choose a type — Multiple choice, True/false or Descriptive — add options and mark the correct answer.
- In the quiz's own settings, pick which extra practice formats learners can switch to (Flashcards, Concept Rush, Memory Match, Quiz Blitz, Heptris) — leave none picked and only graded Classic mode shows.
Adapt per learning style
- In the lesson editor use the Add VARK content buttons: Generate visual, Generate auditory, Generate video, Generate kinesthetic.
- Click Publish course when ready, then assign it to a cohort or learners.
# Monitor & intervene
Watch your class
- Open
/at-risk— learners are ranked High / Medium / Low. - Filter with the signal tabs (All / Overdue / Weak mastery / Not started) and the search box.
- Open
Review & act
- Open
/assessmentsto see submissions in the Queue and leave feedback (formal sign-off needs Assessor rights). - On an at-risk row click Open (their profile) or the mail icon to message them; reassign or adapt their content.
- Open
# Create & build a course
Start the wizard
- Go to
/courses/create— a resumable, 4-step wizard: Method → Design → Content → Publish. It autosaves as you go, so Save as draft and come back any time — the chooser offers a Resume your draft card. - On Method pick how to start: Describe course idea (AI writes a full outline from a short brief), Set up course manually, or Upload your curriculum (AI drafts an outline from an uploaded doc/PDF/spreadsheet).
- Even Set up course manually still offers its own Create with AI button alongside Create manually — "manual" means you're not forced through the AI brief, not that AI is unavailable.
- Go to
Build it out
- Design and Content converge on the same Course Syllabus board regardless of which Method you picked — add/reorder modules and lessons here.
- Once you reach the editor (Publish step), every lesson still has per-tab AI actions — Regenerate with AI, Repolish with AI, Generate article — plus AI cover-image and quiz generation, all available whenever you want them, not just at creation.
- Set price/level/category via the settings gear; upload files with Upload materials; refresh the banner with Regenerate banner.
- Click Publish course when ready.
# Generate content in AI Studio
Course content
- Lesson → Generate outline (then Save as new course).
- Notes → Generate notes; Flashcards → Generate deck (then Save deck / Export CSV / Export JSON); VARK convert.
Media studio & capture
- Slides → Generate premium deck (+ .pptx); Audio (Narration / Podcast) → Generate audio.
- Video → Generate video (optional presenter image); Image → Generate image.
- Voice → Record, then summarise / pull action items / convert to notes.
# Sessions, pathways & earnings
Schedule sessions & availability
- At
/sessionsclick Schedule session (Course, Session title, Starts at, Duration → Schedule session). - At
/tutor/availabilityuse Add a window or Apply Mon-Fri 9-5.
- At
Build a pathway
- On
/pathwaysclick New programme, then Edit to add courses (course picker → Add). - Reorder with ↑/↓, tick Sequential and Published, then Save programme.
- On
Mark tasks & track
- Review evidence in
/assessments(Pass / Refer back / Not met). - Watch learners at
/at-risk; review payouts at/settings/earnings.
- Review evidence in
Out of scope for this role
- Cannot access other tutors’ learners
- Cannot access organisation-wide data
- Cannot access compliance settings
- Cannot access platform-level configuration
- Cannot access formal assessment controls unless granted
# Assessor
Evaluate competency, mastery and evidence against defined criteria — review submissions, grade, and record competency decisions.
# Grade evidence
Open the queue
- Go to
/assessments. The Queue tab lists evidence awaiting review; Reviewed shows your history. - Use the search box to find by learner, title or competency.
- Go to
Review a submission
- Read the learner, course and linked competency chip.
- Click Open evidence to view a link, or read the written reflection inline.
Record your verdict
- Type optional feedback, then click Pass, Refer back (resubmission) or Not met.
- A Pass tied to a competency automatically credits the learner's mastery (flows into their
/skillsand your/insights).
Out of scope for this role
- Cannot change learning content (unless also a Tutor)
- Cannot manage users
- Cannot manage billing
- Cannot manage platform settings
- Cannot view unrelated learner records
# Guardian
Support a linked learner’s progress, especially in school or child-learning contexts — a safeguarding-friendly, read-only view.
# View your learner
Get linked
- Ask your organisation admin to link you: they open the learner at
/users/[id], find the Guardians card, enter your email and click Link. - You must already have a Tools n Tuts account.
- Ask your organisation admin to link you: they open the learner at
Open ‘My learners’
- Go to
/learners. The top strip shows learners supported, average progress, certificates and who needs a nudge. - Each card shows a progress ring, an engagement badge (Active / Quiet lately / Needs encouragement), what they're currently learning, certificates and support needs.
- Go to
Out of scope for this role
- Cannot complete work on behalf of the learner
- Cannot see other learners
- Cannot access detailed assessment evidence (unless permitted)
- Cannot edit learning plans or change grades
- Cannot access organisational analytics
# Compliance Lead
Oversee workforce learning, mandatory training, compliance and impact — assign, monitor risk and overdue learning, and report.
ComplianceInsightsAt-risk learners
# Assign mandatory training
Create an assignment
- Go to
/complianceand click Assign training. - Pick a Course and a Cohort, set an optional Due date and Renew every (months), keep Mandatory ticked.
- Click Assign — everyone in the cohort is auto-enrolled. (No cohort yet? Create one under Admin → Cohorts first.)
- Go to
# Monitor, report & renew
Read the dashboard
- The hero ring is your compliance %, with Completed / Overdue / In progress / Not started cards.
- The By course panel ranks courses by completion; the table lists assignments (overdue first).
- Use the search box and status filter; click Export for a CSV report.
Catch slipping learners
- Open
/at-risk— learners ranked High / Medium / Low by overdue training, weak mastery and stalled progress. - Filter, search, then open a profile or email a learner to intervene.
- Open
Read the impact dashboard
- Go to
/insights: headline metrics, an engagement funnel, a mastery gauge, and compliance / evidence / pathways rollups. - Revenue is deliberately excluded — that's admin-only.
- Assignments with a renewal window flip back to Overdue automatically when a certificate ages out.
- Go to
Out of scope for this role
- Cannot access learner-sensitive detail outside scope
- Cannot alter platform-wide configuration (unless also Admin)
- Cannot impersonate learners
- Cannot change assessor decisions without permission
# Organisation Admin
Manage tenant-level administration for a school, company or provider — users, roles, cohorts, branding, catalogue and integrations.
UsersTenant brandingCohortsReports
# Users, roles & groups
Add a user & assign a role
- Go to
/usersand click Add User. - Fill Full Name and Email Address, then pick a Role — Organisation Admin, Compliance Lead, Tutor, Assessor, Guardian, Learner, User.
- Click Add User — they receive an email invite to set a password.
- Go to
Bulk-import or invite
- Click Import Users to upload a CSV.
- Or at
/admin/invites, paste emails (or upload a CSV) into New batch, choose Assign role, and click Send invites (one-time, expire in 30 days).
Create cohorts / departments
- At
/admin/cohortsclick New cohort (Name, Description, optional Linked course, Start/End → Create). - Then Manage learners → paste emails → Add learners (auto-enrolled in the linked course).
- At
# Brand your tenant
Open the Organisation CMS
- On
/admin/tenantedit on the left, preview on the right. - Set Identity (name, slug, tagline) and Branding (logo, cover, primary & secondary colour).
- On
Advanced branding
- Appearance: Let each user choose / Always light / Always dark.
- Upload a Dark-mode logo and Favicon; set a Font family and Font stylesheet URL.
- Add Content (About, Highlights, FAQ) and Contact & domain, then click Save & Publish.
# Link, report & oversee
Link guardians
- Open a learner at
/users/[id], find the Guardians card. - Enter the guardian's email and click Link — they get the Guardian view on
/learners.
- Open a learner at
Report & oversee
/admin/reports— operational analytics incl. revenue (with Export CSV)./insights— learning impact;/compliance— mandatory training./admin(Admin Command) — live stats, content management and system health.
Out of scope for this role
- Cannot access Xepho global settings
- Cannot access other tenants’ data
- Cannot access source code or infrastructure
- Cannot access Super Admin functions
# Platform Super Admin
Xepho-level platform governance and support — manage tenants, platform settings, monitoring and audits. (Internal Xepho role.)
Admin commandMonitoringReports
# Govern & monitor
Admin Command
- Go to
/admin. Every capability is unlocked platform-wide. - Review the stats grid, the Content Management table and the System Health sidebar; click Run Manual Scan for a security audit.
- Go to
Monitor & report
- Open
/admin/monitoringfor live service status, response times and an Incident log. - Set the polling cadence (10s / 30s / 60s / 120s) or Pause; status changes raise notifications and can fire a webhook.
- Use
/admin/reportsfor platform-wide analytics and Export CSV.
- Open
Out of scope for this role
- Should not routinely access learner content unless required for support, compliance, audit or incident management
# Quizzes & game modes
Every knowledge check offers Classic (graded — pass score, attempt caps, optional timer). A tutor can also switch on any of five practice formats per quiz — Flashcards, Concept Rush, Memory Match, Quiz Blitz, and Heptris (an arcade rotate-the-core game) — a quiz with none enabled shows Classic only. Play runs full-screen and the board fills the visible height. Classic attempts feed the mastery engine — each answered question updates your proficiency for that topic.
# Kinesthetic activities
Kinesthetic is entirely AI-generated — there's no manual-authoring path, so a tenant with AI turned off sees none at all. A tutor asks for a recommendation (grounded in the lesson's own reading content), enables up to two types per lesson, generates each one, then explicitly publishes it — learners only ever see published activities, never a work-in-progress draft. Current types include Micro-Challenge, Sort/Classify, Sequence/Order, Scenario Decision, Reflection Task, Role-play, Simulation, Build Task, Case Review, CAD Assembly and Code Playground — real 3D geometry (OpenCascade/three.js) for Build Task and CAD Assembly, real server-side execution against hidden tests for Code Playground. When a lesson has an enabled kinesthetic activity, Complete & continue is replaced by Do kinesthetic to continue until it's finished. Every activity ends with a short written justification an AI coach grades against the lesson content (never blocking completion if the AI is briefly unavailable); a separate always-on AI Coach chat panel gives hints — never the answer — while you work.
# Assignments
Beyond quizzes, a tutor can attach a free-form assignment to a lesson. Learners submit from /learn/[courseId]/assignments — written (a full rich-text editor, not a plain text box) or a link to external work — and see status (Not submitted / Awaiting grade / graded score) and instructor feedback once reviewed. Tutors grade from the course's own Assignments tab: score out of the assignment's max points plus written feedback.
# Mastery & spaced repetition
Tools n Tuts models competencies and tracks each learner's mastery as a cumulative score (correct ÷ answered) — proficiency over time, not one quiz. On /skills: an overall ring, band split (Mastered ≥80 · Proficient 60–79 · Developing 40–59 · Emerging <40), Due for review (spaced repetition: 1/3/7/14/30 days), and Focus areas. A passed piece of portfolio evidence also credits mastery.
Open Mastery & spaced repetition →
# Pathways & prerequisites
A pathway is an ordered set of courses. Authors build one at /pathways → New programme → Edit (add courses, reorder, toggle Sequential and Published) → Save programme. A sequential pathway locks each course until the previous is certified; enrolling auto-enrols the learner in the first course and unlocks the next as they progress.
Open Pathways & prerequisites →
# Evidence & assessment
Beyond quizzes, learners submit evidence of competence on /portfolio. Assessors review it in the /assessments queue and record Pass, Refer back, or Not met with feedback. A pass credits the learner's competency mastery.
# Compliance & mandatory training
Managers assign mandatory training to cohorts on /compliance; learners are auto-enrolled and see it as ‘Required training’ on their home. Completion is derived from the course certificate; a renewal window flips an assignment back to ‘overdue’ when the certificate ages out. The dashboard shows per-learner status, a compliance %, per-course breakdowns and a CSV export.
Open Compliance & mandatory training →
# AI Studio
/aistudio groups its generators: Course content (Lesson, Notes, Flashcards, VARK convert), Media studio (Slides + .pptx, Audio with a Narration/Podcast toggle, Video with an optional presenter image, Image), and Capture (Voice). A per-modality model picker and a live credits badge keep you in control.
# Certificates & transcripts
Completing a course auto-issues a PDF certificate stamped with your tenant's logo and colour, with a public verification code at /certificates/[code]. Download a full PDF transcript from /api/transcripts/export.
# Accessibility & neurodiversity
In /settings each learner can enable a dyslexia-friendly font, change text size (small → XL), and toggle text-to-speech. These apply across the entire app — including the immersive learner shell — and surface to a Parent/Guardian as ‘support needs’.
Open Accessibility & neurodiversity →
# Theming & multi-tenancy
Each organisation gets a tenant with its own subdomain (e.g. acme.xepho.io). On /admin/tenant set the logo, colours, cover and contact, plus Advanced: a dark-mode logo, favicon, custom web font, and a dark-mode policy. The whole app reskins to the brand via SSR CSS-variable injection.
# Billing, plans & credits
Plans are Freemium (free), Premium, Business and Enterprise (plus a separate per-seat Team plan), each granting a different monthly AI credit allowance to your own personal wallet — see /pricing to compare, and the credit badge in the top bar for your live balance (you'll get a low-balance notice at 20%/10%/5% remaining). /settings/billing lists invoices, your credit history, and opens the Stripe Billing Portal to manage your subscription. If you sell paid courses, connecting Stripe (/settings/payouts) pays you directly for every sale minus a platform fee — courses you haven't opted into reselling on the marketplace are yours; a course explicitly opted into marketplace resale routes 100% of that sale to the platform instead.
Open Billing, plans & credits →
# Course materials, reading formats & previews
A lesson's Reading area has three independent format tabs — Text (the authored/AI content itself), Slides, and Document (any file a tutor uploaded, shown inline — a PDF/image renders directly, an Office file offers a download — with its own Download transcript as a plain .txt file). Uploading a document never overwrites the Text tab; the two are kept deliberately separate. Elsewhere, both the editor and the learner player render an in-page preview — a dialog on desktop, a drawer on mobile — for images, audio, video and PDFs, capped to the viewport so media never overflows the screen.
# Your data & account
In /settings, choose which events email you (per-item toggles, e.g. course enrolled, quiz completed, assignment graded — the in-app bell always fires regardless). The Danger Zone tab lets a learner schedule their own account and every piece of its data for permanent deletion — it happens automatically 14 days later unless you cancel first, with an email either way. (Tutor/admin accounts can't self-delete here, since closing one cascades to every course they authored — contact your organisation admin instead.)
# Developer API
Endpoints accept/return JSON, authenticate via the session cookie, and are tenant-scoped automatically.
| Endpoint | Purpose |
|---|---|
POST /api/lessons/[id]/complete | Mark a lesson complete |
POST /api/quizzes/[quizId]/submit | Submit a graded attempt (updates mastery) |
POST /api/evidence · DELETE ?id= | Submit / withdraw portfolio evidence |
POST /api/evidence/[id]/assess | Assessor verdict (a pass credits the competency) |
POST /api/pathways/[id]/enroll | Enrol in a programme |
POST /api/manager/assignments | Assign mandatory training (auto-enrol) |
GET /api/transcripts/export | PDF transcript of your enrolments |
# Glossary
- VARK — a learning-preference model: Visual, Auditory, Reading/writing, Kinesthetic.
- Competency — a discrete topic/concept that mastery is measured against.
- Mastery — cumulative proficiency for a competency (correct ÷ answered), tracked over time.
- Pathway — an ordered programme of courses, optionally with prerequisite gating.
- Cohort — a named group of learners for bulk enrol/assignment.
- Tenant — an organisation's isolated space with its own subdomain, branding and users.
- Evidence — learner-submitted proof of competence reviewed by an Assessor.
- Credits — the unit spent on AI generation.
# Support
Check the Help Center for FAQs, or email hello@xepho.io.