Manage a Portal

A Portal Admin or the Platform Owner/Staff can both manage a Portal.


The main areas to Manage a Portal are :

  • Branding (white-labeling)
  • Access (user & content)
  • Admins
  • Learners
  • Sub-Portals
  • Announcements
  • Email
  • eCommerce (orders, subscriptions)
  • Others

Managing/Updating Portal


Steps for updating Portal

  1. In the Dashboard go to Portals ->All Portals .
  2. Select the Portal you created and click on (...) in the Actions Column .

  1. Click on Manage

  1. Here we can edit Porta Name, Referral Code and Slug .
  2. On Selecting the tabs from the list
  • Branding
  • Access
  • Admins
  • Learners
  • Sub-Portals
  • Announcements
  • Emails
  • eCommerce

  • Others

    you will be able to add the respective setting/functionality to the particular Portal.


a) Branding: A Portal Admin and Admin of the platform can setup the Branding for this portal. He has the ability to add Logo, brand colors etc., to create a unique white-labeled learning experience for each portal.

i) Logo: Logo is displayed to portal user and in related portal emails.

ii) Favicon: Upload the favicon here and it will be displayed in the address bar of the browser.

iii) Portal Language: Set the default language for the portal.

iv) Custom Font: Can select Custom font for the portal.

v) Brand Colors: Customize Portal color theme by setting Theme, Body Background, Body text. Header Background

vi) Custom Style (CSS): To add custom styling using CSS to further change look and feel of the portal.

vii) Custom Code (JavaScript): The feature is typically for adding 3rd party code like Google analytics etc.,

Click here to learn more on how to add branding and logo in a Portal.


b) Access:

Enabling portal users to consume courses, classes, learning paths, and other learning resources. Click here to know more on providing access to the Portal.

i) Seat Limit: This key allows to set whether seats are restricted with a limit or can be allocated to unlimited users in the Portal. Leave it blank for unlimited access. Seat count includes the total of unique Learners.

ii) Access Expiry: This is to set expiry to the Portal on a certain date or keep it open-ended. once expires portal admin/users will not be able to access the portal.

iii) Content Access: Set portal access to Courses/Classes/Learning Paths/Membership.


C) Admins:

Portal feature allows multiple admin access, Here you can add Portal Admins .

To learn how ho add a portal admin in detail click here .

i) Click on 'Add Admins'

ii) First Name : First Name

iii) Last Name: Last name

iv) Email: Email ID

v) Password: Leave blank as it will get auto generated

vi) Learner? : By toggling this option, Portal Admin will allowed be learner as well in portal to take Courses etc., which will use a seat count if set.

vii) Click 'Add More' to add admins

viii) Configure permission for the Portal Admins

ix) Click on 'Add Portal Admin

x) To Reactivate /Suspense/ Remove, click on 'Bulk Actions'



d) Learners:

To create/manage/view learners for a Portal . To learn how to add a Learner in detail click here .

i) Click on Add Learners

Below steps for Editing users manually:

ii) First Name : First Name

iii) Last Name: Last name

iv) Email: Email ID

v) Password: Leave blank as it will get auto generated

vi)Click 'Add Learner' to add more learners


Below steps for editing more learner details using Bulk Import:

i) In Learner tab click on Bulk Import option

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

iii) Fill in all the details in downloaded sample excel

iv) upload back the excel and click on 'Add Learners'


e) Sub Portals:

Sub-Portals can be created only after a portal is Created. Sub-Portals will inherit the attributes from its parent Portal by default: Branding, Access, Admins, and Email.

i) Click on 'Add Sub Portals'

ii) Name: Fill Sub Portal Name

iii) Restrict No of Seats: If Portal is at seat limit level, then Sub Portal also should be imposed with a limit.

iv) Referral Code: Referral Code to be filled

v) Click on Add Sub-Portals.

vi) After adding Sub Portal, click on Manage if any changes are to be made in Access/Admin/Email


f) Announcements:

This section is to create Announcements and send them to Portals or Sub Portals users. To create an announcement fill in the following:

i) Heading: Subject Of Announcement

ii) Content: Content of Announcement

iii) Active Until Set Expiry of Announcement.

iv) Send To?: Select the target audience from here.

v) Then, Click on Send Announcement

g) Emails:

All LMS-related emails can be configured at a Portal level. By default, Portals will inherit their parent configurations; Portals will inherit platform settings and Sub-Portals will inherit Portal settings. Under email you have General. Accounts, LMS, Gamification, and Others menu to make changes accordingly

  • General: General settings are to customize the look and feel of all emails sent through the platform.

i) From Name

ii) From Email

iii) Reply-to Email

iv) Template Design

v) Header Logo

vi) Header Background Color

vii) Background Color

viii) Body Background Color

ix) Body Text Color

x) Logo Background Color

xi) Email Footer Text

To know more on this you can click here.


  • Accounts: A New Account email is sent to the user after an account is created for or by the user and generally should contain information such as Site URL, Username, and Password.

i) Click on Enable to enable Primary Recipient and fill in details for New account for emailing

ii) CC/copy someone else (This is optional)

iii) Subject

iv) Email Heading

v) Additional Content

vi) 'Save Template' to reuse the email

vii) 'Send a Test Email' to test the email

viii) Click on Enable to enable 'Other Users to be notified'

ix) Fill in all details like Recipient ID. Subject, Email heading, and Additional Content as required and update the template.

x) Similar steps to follow for 'Password Reset Request' and 'Password Reset Success'


  • LMS: Email setting to notify students when they are Enrolled/Course completion/Quiz submission/Class enrollment etc., of a course.

Note: Here we have 15 activities for which emails can be configured. Activities like Course Enrollment, Course Completed, Quiz Submission, Discussion Submission, Assignment Submission, Assignment Evaluation, Assignment Rejection, Upcoming Webinar, Certificate Expiration, Course Expiration, Class Enrollment, Upcoming Class, Course Inactivity Reminder, Learning Path Enrollment, Learning Path Completed


i) Click on Enable to enable Primary Recipient and fill in email details for Course Enrollment

ii) CC/copy someone else( This is optional)

iii) Subject

iv) Email Heading

v) Additional Content

vi) 'Save Template' to reuse the email

vii) 'Send a Test Email' to test the email

viii) Click on Enable to enable 'Other Users to be notified'

ix) Fill in all details like the Recipient's email address. Subject, Email heading, and Additional Content as required

x) 'Save Template' to reuse the email

Xi) 'Send a Test Email' to test the email

xii) Similar steps to be followed for others.


  • Gamification: Email notification can be set for users when they get a New badge, Leaderboard Promotion/Demotion tier in the platform.

i) Click on Enable to enable Primary Recipient and fill in New Badge details for email

ii) CC/copy someone else( This is optional)

iii) Subject

iv) Email Heading

v) Additional Content

vi) 'Save Template' to reuse the email

vii) 'Send a Test Email' to test the email

viii) Click on Enable to enable 'Other Users to be notified'

ix) Fill in all details like Recipient's email address Subject, Email heading and Additional Content as required

x) 'Save Template' to reuse the email

Xi) 'Send a Test Email' to test the email

xii) Similar steps to be followed for 'Leaderboard Promotion' and 'Leaderboard Demotion'


  • Others: Email notifications for Announcements can be set here

i) Click on Enable to enable Primary Recipient and fill in Announcement details for email

ii) CC/copy someone else( This is optional)

iii) Subject

iv) Email Heading

v) Additional Content

vi) 'Save Template' to reuse the email

vii) 'Send a Test Email' to test the email



h) E-Commerce:

The E-commerce section has the details of the product purchased.

i) Orders: Order details of the particular Portal will be listed.

ii) Subscriptions: If the purchased Product is of type 'Subscription', then the details of it will be listed


i) Others :

Under the other option you will be provided with a sub-tab that lists

i)Pages: Can create pages that are specific to the particular portal. To know more on how to use the Page Builder you can click here.

ii)Menus: Can modify the sidebar menu for the "Portal Admin or Portal Learner" according to your requirements. To learn more on Customizing Menus click here .

iii) Single Sign On (SSO): Single Sign On (SSO) for all Portal Users has not yet been released. It is a feature that will be incorporated soon.