Create sub-portals under your main top-level portal
A main portal with sub-portals connected to it are called a realm.
Availability of sub-portals: depends on your LearnUpon plan
Additional portals can serve different departments, or different clients. Sub-portals have their own unique URLs, using syntax portalname.learnupon.com.
You can apply distinct branding to sub-portals to represent different departments or clients. See Collection: portal branding about setting up portal colors and images.
You can license your courses to your sub-portal. A course license allows users to take a course you created on the top-level portal through the sub-portal. When you create a license, you specify how many people enroll, or limit course access for a specific time frame.
You can also let admins create new content in a sub-portal, that is unique to that portal. See Allow sub-portal admins to create courses in a sub-portal.
Instructors, and managers with instructor permissions, can create new content in a sub-portal, same as for a top-level portal.
Reports offers a multi-portal progress report so you can check progress of individual courses, and specific learners, across portals in your realm. You can also create a report on licensed courses only across your portals. See Reports: overview and setup.
Admin access to sub-portals
See Portal setup: create admin accounts about how admin accounts work across portals, and how to set up administrators for sub-portals only.
Note: only top-level portal admins can submit support tickets, on behalf of sub-portal admins.
LearnUpon hides top-level admin accounts in sub-portals by default, to avoid adding top-level accounts to group enrollments by mistake.
You can change this default setting on request: contact the support team. Changing the default “hide top-level admin” setting means you can:
- enroll top-level admins to courses in a sub-portal, as individual learners
- assign top-level admins as instructors or course owners in a sub-portal
Top-level admins remain low profile in sub-portals, even with this setting changed:
- top-level admins do not appear in the list of Users in the sub-portal
- you, as an admin of any type, can't add top-level admins to sub-portal groups
Since top-level admins can access every portal by default:
- if you try to add their account to a sub-portal, you get an error. Top-level admins already have access
- you can't change their user type in a sub-portal, from admin to manager or learner
Creating sub-portals
- In your main top-level portal use main navigation go to Portals & Licenses.
- From the action menu select Add Portal.
- Enter:
- portal Name
- a brief Description
- the Subdomain
- Optionally: select Create sub-portal using a copy of this portal's settings to use the main portal as a model for settings.
- Save to finish.
The following screenshot shows the Create New Portal interface.
Create a sub-portal: default settings
By default, a sub-portal inherits the following settings from the top-level portal:
- My Portal > Login screen layout: any custom login screen text and images
- Integrations > SSO SAML and Integrations > Signed QueryString SSO: copies the available SSO settings, with most of the SSO details added
- Groups > Users > Dynamic rules: if you use dynamic rules in a top-level portal, the same number of rules and criteria are available in the sub-portal
Settings which Support enable on your portal that the sub-portal picks up by default:
- Exams > advanced question editing: adding HTML formatting to your questions
Create a sub-portal by copying the top-level portal
If you select Create sub-portal using a copy of this portal’s settings, the sub-portal copies the following settings:
My Portal
- General Settings: Portal language, Date Format, Timezone, and enabled & disabled settings
- Branding: color selection, but not logo images
- Email > General Settings and Email > Custom Email Templates: all options selected, and active templates. Any customized templates from your main portal appear in the sub-portal
- Internal Course Catalog > General Settings: options selected
- Course & Resource Categories > Edit Categories: copies any categories from the main portal to the sub-portal
- Dashboard settings and Banners > Dashboard Options: options selected, but not banner images
- Login Screen: any customization to the login screen
eCommerce
- General > General Settings > Select Currency: currency option
- Sales Tax > Sales Tax: country, tax label, and tax amount
Users
-
Terms > General Settings: option selected
- Terms: Sub-portal copies the existing published term/s from your main portal as a draft
- Custom User Data: existing Custom User Data fields
- Passwords > Advanced Passwords and Retention and Expiry Policies: All options selected
Courses
- General Settings > Content Settings , and Documents: All settings
- Custom Course Data: All existing fields
Integrations
When these features are turned on in the top-level portal, LearnUpon makes these features available in the sub-portal copy. An admin must set each one up in the sub-portal as required.
For example: a sub-portal doesn't inherit the top-level portal's existing API keys. An admin must generate new keys for the sub-portal, to set up API integrations.
- Salesforce Settings
- LRS/Tin Can(xAPI) Integration
- Webinar integration
- API Keys
- OAuth
- Webhooks
- reCAPTCHA
- HR Integrations
Allow sub-portal admins to create courses in a sub-portal
You can enable sub-portal admins to create new content for a sub-portal, as well as manage licensed courses. When you create new sub-portals, the option default is turned on.
This option is unique to sub-portals, so you can’t copy it from the top-level portal.
Tip: If a sub-portal admin can’t create courses, check this setting to confirm their access.
- In the sub-portal, from main navigation go to Settings > Courses > General Settings.
- From Content Settings turn on Course authoring settings.
- Save to finish.
The following screenshot shows the option in a sample sub-portal with Course authoring settings highlighted.
Managing existing sub-portals
- In your main top-level portal, from main navigation go to Portals & Licenses, to view your existing sub-portals.
- Select More to
- Manage Portal: goes to the sub-portal admin dashboard
- Portal Settings: goes to the sub-portal Settings
- Deactivate all users: prevents users from logging into the sub-portal, but holds their training history or associated data
- Delete: deletes the sub-portal
See: