Getting Started: 6 Steps to Launch

We are incredibly excited to get you up and running with your platform! We realize that all the different functionality we offer can be a little overwhelming when you’re just getting started, which is why we created this guide, as well as an amazing video tour that helps you get tuned in right away. The video tour is meant to give you a great overview of the platform and how everything fits into each other, while this guide will lay out each step of getting set up. We strongly recommend you take the time to watch the video tour to better understand how to configure your platform and get acquainted with things faster.

In order to immerse yourself in the platform, we recommend following these steps with the actual material you plan to build out into Courses. You should be able to better grasp a feature’s functionality when seeing it applied to your real Course. Furthermore, we have an ever more comprehensive checklist that you can use to make sure you cover the most important parts of getting the platform set up. You can download the Platform Configuration Playbook here.

The 5 Steps to Get Up and Running

Step 1: Adding Your Team

Be sure to review our overview of users guide: Introduction to Users

The first thing you will want to do is bring your teammates aboard on the platform. You can add new users with different roles and specific permissions depending on their access requirements. As a quick overview, there are three types of roles: Admins, Students, and Group Admins. Generally, all users on your team should be added as Admins, that way they will have access to the entire platform and will be able to make changes. That way you can all work together to get your platform ready to launch.

To learn more about adding users, please follow our guide: Adding a User

Step 2: Customizing Platform Branding

Be sure to review our custom branding guide: Customize Your Branding

The second thing you will want to do is customize your platform, so it represents your business and feels like a true extension of your own brand. Start by adding your company logo, which will be displayed in multiple locations throughout the platform. Next change the colors seen on the platform to match your company’s brand. Learn how this can be done here: Customize Your Branding

On your platform landing and marketing pages, you can further add your own branding by inserting custom headers and footers. These can include a contact email address and phone number, and a custom copyright notice. 

Finally, if there are any other changes you would like to make to closer match your branding, you have the option of adding custom CSS. This could help you modify text sizes, introduce new layout options, change the formatting of pages, and more.

To get started custom branding your platform, please follow our guide: Customize Your Branding

Step 3: Building Your First Course

Be sure to review our Courses guide: Introduction to Courses

Courses are what drive all activity on the platform and what brings your content to Students and Organizations. Since Courses are such an integral part of the platform, they do require a lot of detailed steps to build, which will all be covered in the Creating a Course article in our Help Docs. But before getting into that, a brief overview of Courses.

Courses are where you combine all the different types educational material you want to include into one. A Course is made up of Modules that are strung together to form the Course’s curriculum. There are different types of Modules that are used to provide content in different formats. As such, there are text-based modules, video modules, PDF modules, SCORM modules to present content, as well as Quiz, Assignment, Discussion, and Evaluation modules that allow you to test student knowledge and collect responses. We always recommend clients to think about the way they want to provide content to the students, and build their Courses based on that. It's also helpful to understand the role of Products when doing so, so be sure to check out Step 4 as well to understand how multiple courses can be sold together in one bundle. To get started building a Course, please follow our guide: Introduction to Courses

Step 4: Setting Up eCommerce

Be sure to review our eCommerce guide: Introduction to eCommerce

Many of our clients are looking to sell their Courses through their platform via self-service functionality that allows an individual or an organization to purchase, enroll, and complete a Course without the need for clients to be involved. Our built in eCommerce setup makes all of this possible and makes your platform much more scalable. Our purchase and checkout flow also makes it possible to sell products and courses in bulk, allowing organization representatives to buy seats for multiple people and move through the entire process without needing supervision.

In order to sell a Course, it first needs to be included in a Product. The Course is the actual thing a student gets enrolled in that holds the educational content; the Product is what is bought via the eCommerce flow to get access to a Course. When creating a Product you can determine the price, description, and course to be included, and once created, the Product becomes available for purchase on the Course Catalog page (so technically, the Course Catalog page actually is showing Products that include Courses). To learn more about creating Products and using the Course Catalog, please follow our guide: Introduction to eCommerce

Step 5: Setting Up Landing and Marketing Pages

Be sure to review our Site Pages guide: Introduction to Site Pages & Menus

For clients geared towards selling Courses to individuals through self-service, who want a front-end representation of their platform, building and setting up web pages is a great way of representing your business and the Products you offer. You can use our in-house page builder that makes it possible for you to construct your web pages on your own. For clients who have some understanding of HTML and CSS, it's highly customizable. The web pages will be shown on the front-end of the platform website which, if the site is not set to Private, can be accessed by anyone. However, if you already have a marketing website, you may want to remove most placeholder pages from your platform, and add links in the navigation menu that go back to the marketing website, tying the LMS nicely together with your existing site. To learn more about creating Site Pages and editing Menus, please follow our guide: Introduction to Site Pages & Menus

(Optional) Step 6: Setting Up a Group for Bulk Training

Be sure to review our overview of users guides: Introduction to Groups

While not required, the Groups feature is a powerful and popular tool, especially if you are in the business of selling Courses in bulk to organizations and institutions. Groups allow a representative of an organization to make a single bulk purchase of seats to your Course. The representative will be named as the Group Admin during the checkout process, and will be able to enroll Students to the seats that were purchased, as well as track their progress through your Course. This makes selling large quantities of courses incredibly scalable. 

An administrator can create a Group and assign seats manually from the Admin Dashboard - for example when you have a more traditional B2B sales process and handle the payments off-platform - or a company representative can purchase multiple seats via the Course Catalog on the website.

To learn more about creating and managing Groups, please follow our guide: Introduction to Groups

You're all set!

Congratulations on making it this far! Completing this guide means you should now have a good grasp of the fundamentals of the platform. You should also now be familiar with our Help Documentation, which is available to answer any question you may have about a feature in the platform. It is also possible to search the Help Documentation articles by opening the Tutorials & Support bubble that you will find in the right bottom of your Admin Dashboard. 

If you are still left with a question unanswered, you are running into an issue, or you are looking to initiate the customization request process for custom-made functionality, please contact the Support team either via the Tutorials & Support bubble or by emailing directly to

Welcome once again! We are incredibly excited to have you on board.

- The Academy of Mine team