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Overview
When creating a course, it’s essential to customise the settings to match your preferences and company branding. This article will guide you through the process of changing your course settings to align with your preferences.
You will learn how to adjust settings such as:
Where to find the course settings page?
Navigate to 'Courses'
Choose the course you would like to adjust the settings
Click on the 'menu' button on the top right
Select the 'Settings' button on the side menu.
Steps to change Course Settings
→ Set Course Name
Enter a descriptive name for your course in the 'Course Name' text field. This helps users understand the course content.
→ Upload Course Image, Banner Image or TopBar Logo
Click Choose Image to choose an image from the Asset Library.
Note: The optimal ratio is 4:3, and the maximum file size is 1MB.
Course Image
This image appears on the course tile. It helps new hires quickly identify the course.
Banner Image
The Banner Image is displayed on the dashboard for new hires. We recommend including your company logo in the image to reinforce branding.
Aspect ratio: 7:3
Maximum file size: 2 MB
TopBar Logo
You can upload a TopBar Logo to display at the top of your course.
Recommended dimensions: 230 × 50 pixels
Maximum file size: 1 MB
→ Set Banner Image or Welcome Image / Video
Welcome Image/Video
Uploading a Welcome Image or Video will replace the default Banner Image and appear above the Welcome message.
If you upload both a Welcome Image and a Welcome Video, they both will be displayed in the dashboard.
Aspect ratio: 7:3
Maximum file size: 1 MB
→ Add Welcome Message (Optional)
Choose whether to include a welcome message. For guidance on adding a welcome message, refer to our tutorial. You can add a welcome image, video, or both.
Learn more about it in this article: How to add a welcome message to your course.
→ Select Course Language
Select course language
From the Languages dropdown, choose the desired language. Remember that standard texts will appear in the language set in the user’s browser or device settings.
Add course language
Add a language and configure to the course:
Add Language: Enable multiple languages for your course, allowing users to select their preferred language.
Set Default Language: Define the default language users will see when they start the course.
Set Course Status: Choose between 'Live' or 'Draft'. Use 'Draft' when testing and verifying translations to ensure everything is correct before going live.
→ Set Course Goal and Dashboard Type
Define the purpose of the course and choose the type of dashboard display. Setting the correct course purpose ensures users have relevant information displayed. You can choose between:
Pre- / Onboarding: Ideal for welcoming and preparing new hires, showing a countdown to their first day.
Offboarding: Supports employees leaving the company, with a countdown to their last day.
Neither (Other): For courses that don’t require a countdown or specific onboarding/offboarding focus.
Countdown
A countdown timer can be shown for onboarding (until the user’s first day) or offboarding (until the user leaves).
→ Lock/Unlock Course & Chapter Hierarchy
Choose the criteria under "Depends On" for when the course should become available.
None - Instantly Unlocked: This option makes the course available immediately without prerequisites.
Minimal Required Progress (%): Specify the percentage of progress that a user must achieve for the course to unlock.
For example: a setting of "10%" means the course will be available once the user completes at least 10% of a previous course.
Minimal Required Score (%): Enter the minimum score a user must attain in the previous course to unlock this course.
For example: a setting of "80%" means the course will be unlocked only if the user scores at least 80% in the required previous content.
Lock/Unlock Chapter Hierarchy
Decide if chapters should be accessible:
All chapters visible: all at once.
Hierarchy unlocking: sequentially, depending on completion of prior chapters.
→ Set User Reminders
Remind users to activate the course via email if they haven't done so within a specified time frame. Define the number of reminder emails to be sent after the invitation.
You can also define how many reminder emails to send.
The first reminder is sent 2 days after the invitation is issued.
The total number of reminder emails is based on your settings. For example, if you set 10, the user will receive 10 daily reminders until they activate their account.
→ Send Reminder Emails Based on Progress
If a runtime is set, you can send up to 3 reminder emails based on days and progress percentages (in %).
Learn more about it in this article: How to remind users to complete their course.
→ Control Standard Email Notifications
Emails for End Users
These are automated emails that your end users (such as new hires) will receive. You can enable or disable these emails by checking or unchecking the boxes.
Invite: Sends an invitation email to users to join the platform.
Welcome Email: Sends a welcome email to new users once they are added.
Reset Password: Allows users to reset their password if needed.
Course Completed: Sends an email when users complete a course.
Inactive User: Sends an email reminder to users who have been inactive for a specified period.
Available Content: Notifies users when new content is available.
Reminder: Complete Course: Sends a reminder email if users haven't completed a course.
New Course: Sends an email notifying users when a new course has been assigned.
Pre First Day Email: Sends an email before a user's first day on the job, likely for onboarding purposes.
Emails for Editor Users
These are notifications meant for editor users, who are likely the administrators or content creators.
Progress to Followers: Sends progress updates to users who follow the course.
Knowledge Item Import: Sends a notification when a glossary, checklist, FAQ, or other knowledge item has been imported.
User Import: Notifies editors when users have been imported into the system.
→ Set Push Notifications
Inform users about events through push notifications. Customize the trigger and content according to your needs. For detailed instructions, check our article on: How to set Push Notifications.
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