Configuring and Customizing Your Portal
Once you create a portal, you can configure your portal to add custom branding to match the look-and-feel of your organization.
The LMS administrator’s Configuration page has five options:
- Portal Settings — Manage portal configuration
- Upload Logo — Set the logo for the header, login page, and footer
- Upload Icon — Set the favicon for the portal site
- Edit Homepage — Edit the first page that your learners see
- Edit Appearance — Set the visual theme used throughout the portal
How to Change Portal Settings
To view and change the settings of your portal…
- Log-in to your portal.
- In the left menu, in the ADMIN section, select the Portal Configuration option, and then click the Settings option.
In the Portal Settings page, the upper section lets you edit the display name of the portal, your organization's URL, and your administrator e-mail address. You can also insert Additional CSS and Additional HTML to the portal, to override specific styling. Also, check-out the Edit Homepage and Edit Appearance options to change the styling more easily.
Learner Profile Fields
Further down the form in the Portal Settings page, you can view and edit the Learner Profile Fields.
The Learner Profile Fields are for recording a name/value pair that the LMS reports to the LRS. You enter the field name here in the Portal Settings page. To enter the field value, go to the Manage Learners page, in the row for a learner, select the Actions menu to the left, and select Edit Profile from the pull-down menu. Then, in the Edit User Profile page, enter the value for the field.
These are custom fields that you can use to describe unique attributes of groups of learners in your organization. For example, you may have learners in different departments, competency levels, or skill levels. You can use this metadata to automate some tasks, such as to bulk enroll learners or to compile an attempt status report.
The data from the Learner Profile Fields also appears in the xAPI that the courseware automatically sends during learner activity. In the LRS, you can use this data to build custom reports and charts about groups of learners.
To add a learner profile field, enter the name of the field name you want, and press Enter on your keyboard.
The field name is case sensitive.
After entering a field name, you must press Enter before clicking the Save button.
You can read more about Learner Profile Fields — including examples — in our FAQ article, How Do I Tag Groups of Students?
Content Profile Fields
Also in the Portal Settings page, you can edit the Content Profile Fields. These are custom fields you can use to describe types of content in your portal.
The Content Profile Fields record a name/value pair that the LMS reports to the LRS. You enter the field name here in the Portal Settings page. To enter the field value, go to the Manage Content page, in the row for an item of content, select the Actions menu to the left, and select Edit Metadata from the pull-down menu. Then, in the Edit Content Profile page, enter the value for the field.
Do not confuse the Content Profile Fields with the Tags on the Content page of the portal below the search bar, which the learner can use to filter the list of courses.
Once added, you can use the Content Profile Fields to sort and filter content in the Table view on the Manage Content page.
The data from the Content Profile Fields also appears in the xAPI that the courseware sends during learner activity. In the LRS, you can use this data to build custom reports and charts about groups of content.
To add a content profile field, enter the name of the field name you want, and press Enter on your keyboard.
The field name is case sensitive.
After entering a field name, you must press Enter before clicking the Save button.
Allow Signup
Check this option if you want to let your learners register and create their own accounts. If you uncheck this option, then only you — the portal administrator — can create accounts.
How to Upload a Logo
Your portal shows a logo at the top of the left menu and at the bottom of every page in the portal.
To change the logo of your portal…
- Log-in to your portal.
- In the left menu, in the ADMIN section, select the Portal Configuration option, and then click the Upload Logo option.
- In the Upload Logo page, click the Choose File button and then select an image from your computer.
- Click the Upload button to save.
How to Upload an Icon
The web site for your portal has an icon that appears in the title bar or tab of the browser, and which also appears in the favorites menu if learners save your portal to their bookmarks.
To change the icon for your portal…
- Log-in to your portal.
- In the left menu, in the ADMIN section, select the Portal Configuration option, and then click the Upload Icon option.
- In the Upload Icon page, click the Choose File button and then select an image from your computer.
- Click the Upload button to save.
How to Edit the Homepage
The Home page is the first page that learners see when they visit your portal. You can customize this page's look-and-feel by adding your own text, images, background, tables, and other layout elements.
To edit the Home page of your portal…
- Log-in to your portal.
- In the left menu, in the ADMIN section, select the Portal Configuration option, and then click Edit Homepage option.
- In the ReactPage editor, edit or add the elements that you want on your Home page.
- When finished, click the Save button.
How to Edit the Appearance
You can instantly change the color scheme of your portal! We offer a handful of themes…
- Log-in to your portal.
- In the left menu, in the ADMIN section, select the Portal Configuration option, and then click Edit Appearance option.
- In the top of the Edit Site Appearance page, click one of the thumbnail images to select that theme.
- In the popup dialog box, click the Load button.
- If you like the changes, then click the Publish Custom Theme button in the popup footer at the bottom of the page. Otherwise, click the Abandon Theme Changes button.
If you decide later that you don’t like it, then just select the Default theme and Load it, to switch back.
If you want to fine-tune the appearance of your portal, then…
- Log-in to your portal.
- In the left menu, in the ADMIN section, select the Portal Configuration option, and then click Edit Appearance option.
- Scroll to the bottom, and in the Monaco Editor for the Site Theme, edit the values of the Material User Interface (MUI) theme.
- Click the Preview button to check-out the changes.
- If you like the changes, then click the Publish Custom Theme button in the popup footer at the bottom of the page. Otherwise, click the Abandon Theme Changes button.
When you select a new theme from the thumbnail images, the values in the Site Theme JSON change too. If you make changes you want to keep, then consider copy-pasting the code into a text file on your computer, as a backup. We've attached to this article the JSON files for the themes, for your reference.
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