How do I configure the Training Platform?
Before launching, please review you have configured these areas to ensure launches and end user communication execute as expected.
Configuration
- Update point of contact for end users - Found in Settings -> Campaign Settings
- Name and email address that will be displayed on system generated emails
- Update access for other admins - Found in User Management
- Add the user, then update their access to Company Admin
- When the user is made a Company Admin, a welcome email is sent.
NOTE - when updating, values do not append, they replace.
- Walk through Campaign Settings - Found in Settings
- Action Execution Time - Update to your local time zone
- Email Notifications - Decide if Managers should get notified of direct reports receiving upcoming and past due notifications
- Security Administrators - this is end user point-of-contact mentioned above
- Passwordless Assignments - Decide if users that click on training CTAs in notifications should bypass authentication
- Quizzes / Passing Grade - Enables the option in campaigns, which also turns on for all LMS Gateway files; and set the passing grade percentage
- Setup Domain Sending Authentication - Found in Settings - > User Domains
- Changes name and email address of sender for system generated emails
- Detailed instructions: https://www.livingsecurity.com/support/sender-authentication
- Provision Users
- Decide how you will provision users, and add them.
- Detailed instructions: https://www.livingsecurity.com/support/user-provisioning-methods-compared
Prepping for campaign launch:
- Customize Notifications
- Pull in campaign template(s) and add custom notifications
- Create Audience(s)
- Create and launch TEST campaign with a STATIC audience