Summary
LearnUpon's portals have rich customizable features so you can build a smooth, secure and engaging learning experience.
Some features are available depending on your LearnUpon plan. See LearnUpon’s pricing page.
All LearnUpon plans
Get started
Identify your organization's needs with your Implementation Consultant. If you're moving from an existing LMS to LearnUpon, start with the migration guide to learn about moving enrollment histories and exam questions from one platform to another.
- Collection: portal setup options to discuss with your implementation consultant
- Migrate to LearnUpon: admin guide
Learn how to get around the LearnUpon interface, what user types are available.
Navigating LearnUpon as an admin, manager or instructor
Learner view: navigating LearnUpon
User types and permissions: overview
Getting help
Find help: access the Support desk
Find help: allow Support to access your portal
Find help: find and copy identifiers from your portal
Reference: specifications, accessibility, and best practice for your portal
Web accessibility statement: WCAG 2.0 and 508 standards
Email deliverability: best practices to avoid email bounces
Branding
The branding overview covers all look-and-feel aspects for branding your portal, for all LearnUpon plans.
Image sizes overview: logos, course images and certificates
Images: crop images and provide alt-text
Setup for all LearnUpon accounts
Set up the portal for all user types, and define what custom user data you record for all accounts. Define how many of the options learners can change themselves.
Portal setup: title, language, timezone and access settings
Custom user data: set up custom fields
Set up dashboard and catalog banners
Setup for admins
User types and permissions: overview
Portal setup: create admin accounts
Portal setup: admin dashboards and widgets
Portal setup: let admins log in as learners
Sub-portals: adding users to more than 1 portal
Login and security features
Set up the ways your users log in securely, confirm their identity, and agree to terms for using the portal.
Portal setup: users' general settings
Set advanced password requirements for the portal
Portal setup: add terms for your portal
Portal setup: two-factor authentication (2FA)
Set up usernames for login credentials, instead of email
By default, users log in to LearnUpon with their email address. However, you can assign users a username as a login credential in addition to their email. Speak to your Implementation Consultant about which option works best for your organization’s needs.
Add webinars to legacy Instructor-Led Training (ILTs)
Choose the webinar tool that works for your organization, for leading training remotely.
Live Learning supports Zoom, MS Teams and optionally, other webinar URLs you add manually.
Connect to Cisco WebEx Training Center and WebEx Event Center
Connect to GoToMeeting, GoToTraining, and GoToWebinar
Microsoft Teams works differently from other webinar tools. The following hub and linked articles describe the MS Teams setup requirements, and its related permissions requirements.
Manage large sets of data for new accounts, groups, or enrollments
You can create accounts and groups in batches.
Upload users by batch CSV file
Batch user upload: overview and options explained
Dynamic rules help you move learners into groups based on their email address or their custom user data.
Custom user data: set up custom fields
Dynamic rules: group users by their email domain, creation date or custom user data
Audit trails tells you who did what and when in your portal.
Portal: access audit trails, and export results to CSV
Built-in data tools: downloading data from your portal
Users: download all user data in a portal
Courses: export all course settings from a portal
Exams: download a question pool
Groups: download group names and descriptions
Sub-portals
Sub-portals are additional portals linked to your first portal, aka your top-level portal. Sub-portals can carry the same courses as in your top-level portal through course licensing, or you can set up different courses in a sub-portal.
Sub-portals: adding users to more than 1 portal
Sub-portals: selling licensed courses
Sub-portals: add a licensed course to the catalog
Sub-portals: add linked resources from the top-level portal
Gamification
Reward learners for taking part in courses and keep them on track. Setting up gamification goes hand in hand with planning courses and learning paths.
Gamification overview: plan levels and badges
Enable leaderboards and gamification
Create, assign, and edit gamification badges
Forums
Set up forums to facilitate discussion and help drive engagement from your learners by allowing them to collaborate within LearnUpon.
Forums overview: topics, permissions and moderators
Enable forums for your portal, and add topics
Forums: add moderators for a topic, course or learning path
Associations
Associations offer 2 tools for professional and trades organizations:
- set membership types, so you can offer membership-based course prices
- record external training by learners, towards credits for continuing education or professional development
Learners can upload documentation for the external training events they attend, and can record their own learning credits.
Associations and membership types: overview and setup
Associations: set membership pricing
Associations: set up learning credits for members
Associations: record and self-award credits for external training
eCommerce
Build an online store to sell courses to internal or external customers.
Plan-specific portal features
Customize your learning portal
Extend your brand to the URL of your portal, and have your own domain name appear in email notifications.
White-label your portal with a custom URL
Send email from your own domain
Offer additional languages
All customers see US English by default. Customers using additional languages can select from 20 other languages for their portal. Contact your Customer Success Manager or the support team to add a language.
Portal setup: title, language, timezone and access settings
Make secure logins easy for users
Use learners' existing login credentials to access LearnUpon.
Set up SAML SSO for your portal
Integrate Azure SAML SSO with LearnUpon
Integrate OKTA SAML SSO with LearnUpon
Integrate OneLogin SAML SSO with LearnUpon
Integrate Google Workspace SAML SSO with LearnUpon
Automate routine tasks and integrate with other systems
If you use Personio to manage your HR records, you can integrate Personio with LearnUpon. Personio provides account information to set up learners' portal accounts automatically.
Set up and manage Personio in LearnUpon
The following tools and integrations help you connect to other software systems, share data and updates, and automate tasks like creating accounts and assigning learners to groups.
Use OAuth 2.0 to connect applications to LearnUpon
Create your first Zap with Zapier
Add chat to your portal
Set up chat systems to answer enquiries within your portal in real time.
Set up Zendesk Chat integration
Connect to Salesforce
Integrate Salesforce and LearnUpon, so customers can access all of their training data directly from Salesforce’s platform.
Salesforce for LearnUpon: setup guide for admins
Salesforce: LearnUpon application specifications
Connect Degreed to LearnUpon for a full eLearning experience
LearnUpon and Degreed are partners in offering the best LMS+LXP experience available. Learn more from LearnUpon's blog, using search term Degreed.
LearnUpon and Degreed partnership
Set up your data residency
New customers can now request a data location outside the EU. This type of requirement is particularly important for organizations operating in regulated industries like finance, government, or healthcare who operate in a cloud environment.