Learn about on-request portal features
Contact your Implementation Consultant or Customer Success Manager to learn about setup options.
Some options are available on specific LearnUpon plans only.
Top-level admins can submit a request to the support team to enable these options.
All LearnUpon plans
Portal setup
Set up SAML
Organizations which use SAML (Security Assertion Markup Language) can use identity services, like OneLogin, Google Workspace, or Microsoft Active Directory/ADFS, to sign in their users into LearnUpon automatically. See Set up SAML SSO for your portal.
Set up SQSSO
Signed Query Single Sign-On (SQSSO) is a lightweight single sign-on mechanism that you can use to "silently" log your users into LearnUpon, without requiring email and password every time. See Set up SQSSO for your portal.
Connect HubSpot
Create or invite learners to your portal using HubSpot data, and track learners' progress with HubSpot reporting tools. See HubSpot integration: overview and features.
Connect Personio
Connect Personio to LearnUpon to automatically add learners, based on Personio data. See Set up and manage Personio in LearnUpon.
Connect BambooHR
Connect BambooHR to LearnUpon, and map BambooHR attributes to LearnUpon custom user data to create dynamic rules. See BambooHR: set up and manage BambooHR in LearnUpon.
Change subdomain
You can change the name of your subdomain to a new one, which is not already in use. You send the request to Support. For example, change
from mycompany.learnupon.com
to mytrainingcompany.learnupon.com
Note: this change does not redirect users automatically.
Learners who bookmarked the first URL will get an error message, and any previously emailed links won't work. You need to share the new URL with your users.
Speak to your implementation consultant or customer success manager before making this change.
Access training history
For customers moving from a different LMS, this feature adds an additional tab to view any training history older than 2 years. More recent learning history appears as part of reporting.
See Migration guide: moving your enrollment histories to LearnUpon.
Create associations
These features include
- letting learners upload external training for credit, to add to their training history in LearnUpon
- defining price plans for courses based on membership, like members, non-members, students, affiliates
See Associations and membership types: overview and setup and Associations: record and self-award credits for external training.
User licensing on sub-portals
Licenses set a limit how many users can access a sub-portal. See Sub-portals: user licensing.
Set up whitelisting, aka a trustlist
Define a list of trusted email domains. This field is limited to 255 characters, so is most effective for a short list of domains. See Portal setup: users' general settings.
Enroll (show) top-level admins in a sub-portal
By default, LearnUpon does not list top-level admins in the Users menu in sub-portals. You can't add them to groups or enroll them through group settings.
This option allows limited access to top-level admin accounts in a sub-portal, to enroll top-level admins as individuals onto courses on the sub-portal, typically for testing purposes.
Even with this option turned on, LearnUpon doesn't display admins through Users.
See Portal setup: create admin accounts.
Invite reminders
Remind learners to join the portal or enroll for a course with automated reminders. See Course notifications: set automated messages for course events.
User profiles and user experience
Set up usernames as a unique identifier, instead of email
Change the unique identifier from email address (default) to username. This option supports organizations which either do not use email, or which integrate with another system that uses a different unique identifier. See Log in with usernames.
Shorten username length
Default length of usernames is 6 characters: LearnUpon can adjust length down to 3 characters on request.
Hide password field
For organizations which set up single sign-on (SSO) you can hide the password because it's not required after initial SSO login. See Your profile: the learner view.
Set login fields to read-only for users
Change login fields, so any changes to login details require admin permissions.
Tip: For organizations that use single sign-on (SSO), you can ask Support to hide the login fields, because they are not required after initial login.
Set profile fields to read-only for users
Change profile fields, so that any changes to profile data requires admin permissions: learners cannot edit their own profiles. This change requires a request to the support team.
Shorten LearnUpon session duration
The default duration of a session before user is logged out is 12 hours. Support can shorten this duration on request.
Add more custom user data fields, up to 20 total
Custom user data fields can hold detailed information about your users within your organization. LearnUpon offers 10 fields by default for each portal.
Typical uses include department and team names, office locations, qualifications like licenses. LearnUpon uses custom user data in dynamic rules to assign users to groups for courses, and to filter reports. See Custom user data: set up custom fields and Dynamic rules: overview.
Provide forums
Provide a space for sharing learner experiences, and for informal discussion. See Forums overview: topics, permissions and moderators.
Course content
Run Live Learning sessions in person or online
Live Learning events provide the option of in-person or classroom training. See Live Learning and Instructor Led Training (ILT): overview and initial setup.
Provide webinars
Add integrations with Zoom, Adobe Connect, GoToMeeting, Cisco WebEx tools, and Microsoft Teams to offer remote learning through Live Learning events and legacy ILT modules. See Add webinar tools, and Connect to Microsoft Teams.
Clone courses in bulk
Select up to 10 courses to copy within your portal, or to a sub-portal. Request bulk cloning through Support. See Courses: copy a course.
Allow admins to change scores
This feature lets you change a score. LearnUpon recommends you ask Support to disable it immediately after use.
Warning: this feature is available on written request only, and on all admins' understanding that its use can affect compliance records. Use with caution.
Add images and HTML to exam questions, aka advanced question editing
Make your exam questions richer with advanced editing options. See Exams: use advanced question editing to format answer options.
Note: If enabled, you can't add feedback for individual answer choices.
Add course reference codes
Add a field to record internal course-level data. It appears as part of Details, when you create a course. Examples include organization's course codes, instructor names, course hours, course training costs. See Courses: using the course reference code.
Track TinCan LRS
This feature lets you integrate with a learning record store (LRS). See Add Tin Can (xAPI) content to modules.
Add extra categories
Categories are free-text terms set by the admin, to organize courses and resources for ease of search by learners. Learners can use categories to browse your courses. By default 10 categories are available.
See Categories: create and assign searchable categories for your portal.
Hide "last updated" on resources
You can hide release dates if your courses do not require regular updates, or dates are not relevant. Send a request to Support.
Course assignments
Let instructors assign work, let learners enter or upload their coursework, including video assignments. See Assignments: create an assignment for a course and Courses: allow learners to create videos for assignments.
Course recommender for the internal catalog
For self-serve learners, the course recommender offers course suggestions, based on collective learner activities across the portal. See Catalog feature: course recommender.
Offer gamification
Motivate your learners by awarding badges based on their activity and accomplishments. Enable a leaderboard to compare learners in the portal. See Enable leaderboards and gamification.
Content integrations
LearnUpon offers integrations to Easygenerator, LinkedIn and Go1 for existing course content. See the category Content integrations.
eCommerce
- Shopify: payment provider
- Free course coupons: let learners try a course for free
- Hide module counts: if you use long modules - for example, a single SCORM file which contains many modules - you can hide the module count because it isn't representative of the course
- Course bundles: offer a set of courses together for a fixed, often discounted, price
See eCommerce overview.
Reports
Report active users
This report shows monthly active users in all portals.
Plan-specific options
Portal setup
Language choices
All customers see US English by default. With additional languages, LearnUpon displays fields, labels and info tips in the language you set. Learners can choose a language for their own view of the user interface.
When you request additional languages for your top-level portal, those languages become available to your sub-portals.
See Portal setup: title, language, timezone and access settings for the list of languages available.
White-label your portal, aka set up a custom portal URL
White-labelling removes external references to LearnUpon from your portal so you can apply your brand to all aspects of the portal. Whitelabel options include:
- Custom domain: change from mylearningdomain.learnupon.com to mylearningdomain.com
- Custom email: change automated email sender from notifications-at-learnupon.com to notifications-at-yourdomain.com
- Remove the LearnUpon logo from the footer of your portal
See White-label your portal with a custom URL and Send email from your own domain.
Add Salesforce integration
Organizations which use Salesforce can grant some or all of your Salesforce users access to your LearnUpon portal, from within Salesforce.
See Salesforce for LearnUpon: setup guide for admins.
HRIS integrations
Connect any of the following HRIS providers: use your records to add learners automatically to LearnUpon.
Map default attributes to LearnUpon custom user data to create dynamic rules.
- Workday
- ADP Workforce Now
- UKG Pro
- SAP Success Factors
- Dayforce (Formerly Ceridian)
- Gusto
- Deel
- Paycor
- Paylocity
- HiBob
Enable webhooks
The webhook feature sends event notices (the hooks) to a defined URL, as a JSON data POST, with defined data schematics. You can use these notices in your third-party site or applications. See LearnUpon webhooks guide.
Access the API
LearnUpon provides a REST-based API, that allows you to build integrations on top of the built-in LearnUpon functionality. See Use the LearnUpon API.
Flatfile integration through the API
Use the API to do batch user uploads, and batch user upload with sync, for uploading large volumes of user data. See Batch user upload in the API technical documentation.
Zapier automation
Use Zapier, an online automation tool, to build connections 1500+ apps and services, without requiring coding. See Integrate with Zapier.
Chat integrations
Add Zendesk and Intercom chat to your portal, for colleagues to answer enquiries in real time.
See Set up Zendesk Chat integration and Integrate with Intercom.
Reports
Scheduled reports
By default, you can set up reports to run on a calendar schedule.
For reports with a large amounts of data, you can request delivery as ZIP files.