Create Portals & Sub-Portals

The Portal feature appears to be an ideal solution for teams and organizations seeking efficient management of course enrollment and student access. Here's why:


  1. Portal Creation and Seat Limits : Administrators can create portals within the platform and designate specific group of users to each portal. They also have the capability to set seat limits for courses, ensuring effective resource allocation.
  2. Public User Portal Creation via eCommerce : Public users can create portals via the eCommerce feature by purchasing products in bulk. To learn more about creating a portal via eCommerce please click here.
  3. Branding: Portals have the flexibility to define their own branding, enabling them to personalize their identity within the platform. This customization promotes a sense of ownership and community among group members.
  4. Reports : Reports generated within the platform are scoped to the portal(s) that the associate or portal admin has access to. This ensures that Portal Admins have access to relevant data and analytics pertaining to their specific portals.

Overall, these features empower Portal Admins to efficiently manage their respective portals within the AOM platform. Staffs with sufficient permissions to create new Portals within the platform, and Portal Admins to create Portals via eCommerce purchases, provides flexibility and convenience for managing organizational structures and access to courses. Portal Admin holds a significant role within the AOM platform for overseeing and managing a specific portal. Learner on an AOM platform is a user who is actively engaged in taking courses or participating in learning activities.


Creating Portal

Portals allow you to train your own B2B Customers in bulk where you can give your customers a fully white-labeled branded platform to train their employees/learners, etc.

Now, let's proceed with creating a Portal. To create a Portal, go to your Admin Dashboard, then click on 'Portals' in the sidebar menu .

There are two methods to create portals:

  1. Quick Way
  2. Detailed Method

Quick way to create a Portal


Creating a portal is a breeze with just 3 simple steps.

  1. Click on Portals -> All Portals .
  2. Click on 'Create Portal' button. A "Create Portal" pop-up form will appear. In the SETUP tab, fill in the following fields:
  • Portal Name: Specify the Portal name.
  • URL slug: A slug is generated based on the Portal name you provide, which can then be used to create a unique portal URL for your customer organization. You can also customize the slug according to your preference.
  • Referral Code: The referral code is used to generate a unique registration link, allowing learners from the customer organization to self-enroll.
  1. Click on Skip to Final Step and then hit the 'Create Portal' button .

Detailed Method to create Portal


Here's a step-by-step guide on how to add a portal with branding, learners, admins, along with access details and etc.,

  1. Click on Portals -> All Portals
  2. Click on 'Create Portal' button
  3. In the Create Portal pop-up form go to SETUP tab

3.1. SETUP

a) Portal Name: Specify the Portal name.

b) URL slug: A slug is generated based on the Portal name you provide, which can then be used to create a unique portal URL for your customer organization. You can also customize the slug according to your preference.

c) Referral Code: The referral code is used to generate a unique registration link, allowing learners from the customer organization to self-enroll.


3.2. BRANDING : Each portal can have its own brand colors, custom styles, logo, and more, making it unique within the platform. To learn more about branding, refer to How to add Branding & Logo in Portal.

a) Favicon : A favicon is an icon associated with a particular website, typically displayed in the browser tab to the left of the webpage's title. Upload the favicon here, and it will be displayed in the portal's browser tab.

b) Logo : A logo is a symbol made up of text and images that identifies a business. Upload the logo here, and it will be displayed on the portal screen.

c) Brand Colors : Set colors for Theme, Body Background, Body text, Header Background to give a unique look and feel to the portal.

d) Portal Language : Set the default language for the portal. The choices available are English (US) , Spanish, French and German.

e) Custom Font : Can select a Custom font for the portal.

f) Click on Next Step .


3.3. ACCESS : Assigning Access to a portal within the AOM platform is indeed a critical step and also enabling portal users to consume Seats, Courses, Classes, Learning Paths and other learning resources.,

a) Seat Limit : This allows you to specify whether seats are restricted to a certain limit or if any number of learners can be added to the Portal. On selecting 'Unlimited' an Admin/Portal Admin can enroll unlimited Learners whereas on selecting 'Restrict Seats to' we can provide a limit to the number of learners that can be enrolled in the Portal. Leave it blank for unlimited access. The seat count includes the total number of unique learners.

b) Access Expiry : This setting allows you to determine whether the portal will expire on a certain date or remain open-ended. On selecting 'Unlimited' the portal will be always available. If you select 'Expire Access on' you will have to set an expiry date for the portal. Portal Admins and Learners will lose access to the Portal once the expiry date is reached. Along with the expiry date you will have to provide an Expiry Message which will be displayed when a user tries to access an expired course.

c) Content Access : Configure portal access to Courses, Classes, Learning Paths and Memberships. You can select any number of Courses, Classes and Learning Paths but you can select only one Membership. On Selecting a class you will have options to select the Location and Class Date for that particular class.

d) Click on Next Step


3.4. ADMIN(S) : You can create, manage, and view admins for each portal. These admins, known as Portal Admins, are selected from the organization or team associated with the specific portal. Portal Admins have the authority to oversee and operate within their assigned portal, performing tasks limited to the permissions granted to them within that portal.


Note: If a user with the same email address is already registered on the platform, any input provided for first name, last name, and password will be ignored. Instead, the user will be added as an admin to the Portal while keeping their existing information intact.


a) First Name : First name of the user who needs to be added as Admin.

b) Last Name : Last name of the user who needs to be added as Admin.

c) Email : Email ID of the user who needs to be added as Admin.

d) Password : Leave blank as it will get auto generated or add your desired password.

e) Learner? : By toggling this option, Portal Admins will also be allowed to enroll as learners in the portal to take courses, which will utilize a seat count if set.

f) Click 'Add More' to add admins. A portal can accommodate multiple administrators.

g) To configure all permissions for the Portal Admins, click on 'Select All permission for Portal Admins' . To allow only certain permissions to the Portal Admins, you can select the permissions according to your preference.

h) Click on Next Step.


Note: This permission set applies exclusively to a specific portal. Portal Admins are restricted from accessing any other part of the platform.


3.5. LEARNER(S): Learners can be added to the portal by creating new users individually or in bulk through spreadsheet import, or by assigning existing users. We'll also specify any necessary post-import actions.

Note: If a user with the same email address is already registered on the platform, any input provided for first name, last name, and password will be ignored. Instead, the user will be added as an learner to the Portal while keeping their existing information intact.


Below steps for adding users manually:

a) First Name : First name of the user who needs to be added as Learner/Student.

b) Last Name : Last name of the user who needs to be added as Learner/Student.

c) Email : Email ID of the user who needs to be added as Learner/Student.

d) Password : Leave blank as it will get auto generated.

e) Click 'Add More' to add more learners.


Below steps for Bulk Import:

a) In Learner(s) tab click on 'Bulk Import' option

b) Click on 'Download Sample Bulk Upload File to reuse'

c) Fill in all the details in downloaded sample excel sheet.

d) Click on Drop your excel files here or click to upload and select the file from path and click Open

e) Post Import Actions to Enroll in Learning Paths/Courses/Classes/Memberships : Under Post Import Actions are fields where you can select

Self Placed Courses ,
 Instructor Led Classes ,
Learning Paths and
Membership

to enroll the learners into it.

f) Post import Action to assign User Category : You can select User categories under the option Assign Category. The users belonging to the selected category will be enrolled as learner to the portal and the selected courses, classes, learning paths and memberships.

g) Click on Final Step


3.6. FINAL: This page displays a summary of all portal parameters set across all the tabs.

a) Review the details carefully, once verified

b) Click on Create Portal


Create Sub-Portal

A sub-portal is similar to a Portal which will inherit the attributes from its parent Portal by default such as Branding, Access, Admins, and Email. It can be created only after a portal is Created. To learn more about creating a sub-portal please click here .