Portal Admin Dashboard


Portal Admins are the primary owners of each Portal. You can allow a Portal Admin to fully manage their own Portal including Sub-Portals, management of courses, their learners, ability to run reporting and other permissions.


  1. The initial view of the Portal page displays an overview of essential information and features, providing users with the information of portal's contents. The 'Select Portal' dropdown presents the portal names which the current portal admin holds membership or administrative privileges. This allows seamless navigation between different portals. It also lists the portals of which the he is a learner.

  1. To view a summary, including the total number of seats, remaining seats, and content access, simply click on the Dashboard option. This will provide an overview of key metrics and content accessibility within the portal.

  • Contents : Clicking on Contents and then selecting :

  1. All courses will list all the the courses accessible to this Portal Admin. Here, you'll see the Course Name, Student Progress, their activity within the last 24 hours, and an Actions button for additional management options.


  2. All Learning Paths will list all the learning paths that the Portal Admin is a part of.

  3. Memberships will list the Memberships that the Portal Admin belongs to.

  • Click on (...) in Actions for a particular Course

  • Clicking on 'Manage Course' will lead you to a page where you can oversee course details. Here, you'll find the Student/Learner Name, their Status, User Type, Last Accessed information, Enrollment date, and an Actions button for further management options.


  1. Users: You can add Users

  • Either by clicking on '+ Add Learners' adding individual users and providing them access to classes, courses. To know more on adding Learners click here.

  • Or, click on or go to Bulk Enroll

    The screen shown below will appear. Select the excel file and select the required parameters and click on 'Upload Users'

  1. eCommerce show the list of Orders placed with along with Status, Total amount and Date of Purchase.

a. To view Invoice Click on 'View Details' under 'Actions' of particular order item

b. To download Invoice click on 'Download invoice' under 'Actions' of particular order item

  1. Reports menu has multiple reports that are available for Portal Admin

a. Site Audit Log report: This is general Audit log report where it logs all actions made by portal Admin

b. Overview: This is Overview of LMS report, where it shows the Courses Name and also counts Status wise i.e., how many are 'Not Started', 'In Progress' or 'Competed'

c. Course Insight : This gives a detailed report of a particular course. Here you can select the course from dropdown and display complete details of the course like.,

i) Name/Email of the Student

ii) Status of the course of the students

iii) Enrollment date

iv) Start Date

v) Completion Date

vi) Last Accessed Date

viii) Expiration Date

ix) Portal Name

x) Percentage Achieved

xi) Time spent

xii) Certificate Achieved

Report can be exported into excel which displays complete course details of particular course. Also report can viewed after filtering with certain conditions as in to view the report By Status , By User Category, By Start Date, By Completed Date.


d. Student Insight : This a detailed report of a particular Student. Here you can select the Student from the dropdown and display complete details of the Student like.,

i) Courses enrolled of the Student

ii) Status of the course of the students

iii) Enrollment date

iv) Start Date

v) Completion Date

vi) Last Accessed Date

vii) Percentage Achieved

viii) Time spent

ix) Certificate Achieved

Report can be exported into excel which displays complete Student details of all courses of that student. Also report can be viewed after filtering it with certain conditions as view the report By Status, By Course, By Start Date, By Completed Date.


e. Survey Report : This report is basically feedback of the course given by the students.


f. Learning path Overview: This report gives overview of Portal Learning path along with its Statuses. The result display can be exported as well by clicking on the Export Results button.

g. Learning Path Insight: This report gives detailed Learning Path report. It will display the list of students with their learning path Title, Status, Enrollment date, Start Date, Completion Date, Last Accessed , Expiration Date, Time spent and Certificate Achieved. This report can exported to excel.

  1. Settings : Navigate to Settings and then select General. Here, Portal Admins have the ability to modify Brand settings, Add Admins, Enroll Learners, Create Announcements, adjust Email settings, and manage other portal-related configurations.


7.1 Setting : An Announcement sub-menu is available for creating Announcements. On click of it , a list of announcements will be displayed specific to the selected Portal.

To create an announcement, click on 'Create Announcement'

a. Fill in all the details to create Portal level Announcement

i. Heading.

ii. Content.

iii. Active Until (set expiry of the announcement).

iv) Send To? : select to whom this announcement should be sent from the available options.

v) Click on 'Save Announcement' to save.

  1. 'My Learnings' shows the details of courses, learning paths, certificates, memberships, announcements and leaderboard & Badges of the particular Learner.

Note: Portal Admin can be Learner as well.

a. My Courses : Shows the list of Courses of particular Learner. Here Learner can 'Launch Course' and start the course and complete the module available in the course.

b. My Learning Path :Displays the list of learning paths the Learner is enrolled into.

c. Membership Contents: Shows the membership details of which the Learner is a member.

d. My Announcements: Displays the list of announcements The Learner has received.

e. Leaderboard & Badges: Displays a leader board where the Learner will be able to keep track of their leaderboard status and badges. You can connect to LinkedIn and post the badges earned post completion.