Guides
How-tos for portal features.
Portal Management
- White-label your portal with a custom URL
- Collection: portal setup options to discuss with your implementation consultant
- Collection: Portal setup and features
- Portal setup: title, language, timezone and access settings
- Portal setup: users' general settings
- Log in with usernames
User Management
- Dynamic rules: overview
- Users: the basic profile
- Batch user upload: overview and options explained
- Custom user data: set up custom fields
- Custom user data and dynamic rules: editing options
- Dynamic rules: group users by their email domain, creation date or custom user data
Course Content Management
- ILT Center: overview and features
- ILT: create live sessions
- Checklists: overview and features
- Checklists: create a checklist and add it to a course
- Checklists: assess a learner with a checklist
- ILT Center: create and edit an ILT module
Course Settings
- Portal: set default options for access to course content
- Courses: using the course reference code
- Courses: add course description and objectives for the dashboard and catalog
- Add courses and learning paths to the catalog
- Courses: Additional Settings to manage learners' access to a course
- Courses: export course settings from a portal
- Email deliverability: best practices to avoid email bounces
- Messages and email: set options for the portal
- Standard LearnUpon-generated emails: overview
- Send a message or an announcement
- Send email from your own domain
- Email opt-out
Library Content Management
eCommerce Store Setup
- Collection: eCommerce
- eCommerce: add your brand with color, logos, images and video
- eCommerce: make a course available for sale
- eCommerce: create and sell course bundles
- eCommerce: allow bulk purchase of courses
- eCommerce: control access to a free course with a coupon
The Learner View
- Learner view: navigating LearnUpon
- Your profile: the learner view
- Learner view: set up two-factor authentication (2FA) for your account
- Learner view: browsing the internal catalog, and requesting enrollment
- Exams: the learner's view
- Learner view: work through and submit an assignment
Learning Paths
- Learning paths: create a path, add courses, set progression and publish
- Learning path settings: details, enrollment access, and credits
- Set up learning path certificates
- Enroll individual users onto a learning path
- Enroll groups on a learning path
- Learning paths: unassign a learning path from individual users
Reporting
- Report builder: overview and setup
- Report builder: build a progress report
- Report builder: create an ILT Center report
- Reporting: overview
- Schedule a report
- Setting report filters