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:

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.

Enter a descriptive name for your course in the 'Course Name' text field. This helps users understand the course content.

Click Choose Image to upload an image.

Note: The optimal ratio is 4:3, and the maximum file size is 1MB.

Crop

To crop the image, click Crop Image. Adjust the selection using the slider, then click 'Crop' and 'Save'.

Note: It only will save the cropped selection if you click on 'Crop'.

Banner Image

This image will appear as a banner on the dashboard for new hires. We recommend including your company logo for branding.

Note: The image should have a 7:3 aspect ratio, and the maximum file size is 2MB.

Welcome Image/Video

If you upload a Welcome Image or Video, it will replace the Banner Image and be displayed above the Welcome message.

Note: The image should also have a 7:3 aspect ratio, but the maximum file size is 1MB.

Upload a .PNG file with a transparent background for your logo.

Note: this will only display in the Knowledge section of the mobile app.

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

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.

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:

Countdown

A countdown timer can be shown for onboarding (until the user’s first day) or offboarding (until the user leaves).

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.

Decide if chapters should be accessible:

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.

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.

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.

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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