Settings Overview

Settings

This settings page gives access to certain technical setup tasks and core administrator tasks. Only the Administrator will have access to this page.

Login to the platform with the Administrator's login credentials.

To access the Settings page, click the Settings icon under Menu.

The Settings page as it appears with the different options.

Here, you can control the following settings: 

  1. Site Configuration

    • Logo
    • Banner Text
    • Leaderboard Options

  2. Single Sign-On

  3. External API

  4. Certificate

  5. Badges

  6. Points

  7. Job Role and Level

Site Configuration

  1. To upload the company logo, click the Upload icon. This logo will replace the KREDO Logo on the top-left of the screen.
  2. To have a specific banner text that all the learner's can view once they login, enter the details in the Banner Text option.
  3. To enable the leaderboard and for resources to show in the leaderboard, both for learners, switch on the configuration options.
  4. All new additions and updates once done, click the Save button to apply them.

Single Sign-On

Instructions on how to configure SSO using OpenID Connect v1.0 and SAML v2.0 will be provided in this section.

External API 

This section speaks about how to add API Keys to create a hand-shake with another system. Click the API Documentation link to know more.

Certificate

Creating a Certificate

  1. To access the page to create a certificate, click the Settings icon under Menu and then click the Certificate option.

    • If there are no certificates in the list, click the + (The plus mark in the Green circle) icon. The default certificate template appears with relevant fields.

  2. Enter the name and details of the certificate.

    • The course name auto-populates on the template as the value is entered in the Details field.

  3. To select the image for the company logo, click the Upload icon.

    • The recommended size is auto *40px.
    • Browse to the location where the image of the company logo is saved.
    • Select the image and click the Open button.
    • The image for the company logo gets attached, both in the Detail field and the certificate.
    • To delete the image, click the Delete icon.

  4. To select the image for the signature, click the Upload icon.

    • The recommended size is 160px*35px.
    • Browse to the location where the image of the company logo is saved.
    • Select the image and click the Open button.
    • The image for the company logo gets attached, both in the Detail field and the certificate.
    • To delete the image, click the Delete icon.

  5. To select the image for the badge, click the Upload icon.

    • The recommended size is 90px*117px.
    • Browse to the location where the image of the company logo is saved
    • Select the image and click the Open button.
    • The image for the company logo gets attached, both in the Detail field and the certificate.
    • To delete the image, click the Delete icon.

  6. To select the image for the footer, click the Upload icon.

    • The recommended size is 575*120px.
    • Browse to the location where the image of the company logo is saved.
    • Select the image and click the Open button.
    • The image for the company logo gets attached, both in the Detail field and the certificate.
    • To delete the image, click the Delete icon.

  7. Click the Create button.

  8. The new certificate is shown in the list.

Editing a Certificate

  1. To access the page to update a certificate, click the Settings icon under Menu and then click the Certificate option.

  2. Click the relevant certificate image to update the details.

  3. Update the name and details of the certificate.

    • The course name auto-populates on the template as the value is entered in the Details field.

  4. To update the image for the company logo, click the Upload icon.

    • The recommended size is auto *40px.
    • Browse to the location where the image of the company logo is saved.
    • Select the image and click the Open button.
    • The image for the company logo gets attached, both in the Detail field and the certificate.
    • To delete the image, click the Delete icon.

  5. To update the image for the signature, click the Upload icon.

    • The recommended size is 160px*35px.
    • Browse to the location where the image of the company logo is saved.
    • Select the image and click the Open button.
    • The image for the company logo gets attached, both in the Detail field and the certificate.
    • To delete the image, click the Delete icon.

  6. To update the image for the badge, click the Upload icon.

    • The recommended size is 90px*117px.
    • Browse to the location where the image of the company logo is saved
    • Select the image and click the Open button.
    • The image for the company logo gets attached, both in the Detail field and the certificate.
    • To delete the image, click the Delete icon.

  7. To update the image for the footer, click the Upload icon.

    • The recommended size is 575*120px.
    • Browse to the location where the image of the company logo is saved.
    • Select the image and click the Open button.
    • The image for the company logo gets attached, both in the Detail field and the certificate.
    • To delete the image, click the Delete icon.

  8. Click the Save button.

  9. The updated certificate is shown in the list.

Badge

Creating a Badge

  1. To access the page to create a badge, click the Settings icon under Menu and then click the Badges option.

  2. To create a badge, click the New Badge button.

  3. The Add Badge pop-up appears.

  4. Enter the badge name.

  5. Using the up/down arrows to set the relevant points.

  6. Enter the description.

  7. To select the image for the badge, click the icon.

    • The recommended size is 100*100px.

  8. Browse to the location where the relevant image is saved.

  9. Select the image and click the Open button.

  10. The image gets attached. To delete an image, click the Delete icon.

  11. Click the Create button.

    • The new badge is now included in the list of badges.

Editing a Badge

  1. To access the page to edit a badge, click the Settings icon under Menu and then click the Badges option.

  2. To edit a badge, click the relevant badge from the list of badges.

  3. The Update Badge pop-up appears.

  4. Enter the badge name.

  5. Using the up/down arrows to set the relevant points.

  6. Enter the description.

  7. To select the image for the badge, click the icon.

    • The recommended size is 100*100px.

  8. Browse to the location where the relevant image is saved.

  9. Select the image and click the Open button.

  10. The image gets attached. To delete an image, click the Delete icon.

  11. Click the Update button.

    • The updated badge is now included in the list of badges.

Points

Creating Points

  1. To access the page Learners can earn points on activities, to create points, click the Settings icon under Menu and then click the Points option.
  2. Using the up/down arrows to set the relevant points, during which the Save button gets activated.
  3. Click the Save button.

Editing Points

  1. To access the page Learners can earn points on activities, to edit points, click the Settings icon under Menu and then click the Points option.
  2. Using the up/down arrows to update the relevant points, during which the Save button gets activated.
  3. Click the Save button.

Job Role and Level

Creating a Job Role

  1. To access the page to create a job role, click the Settings icon under Menu and then click the Job Role and Level option.
  2. To create a job role, click the Create Job Role button.
  3. The Create Job Role pop-up appears.
  4. Enter the job role name and click the Create button.

Editing a Job Role

  1. To access the page to edit a job role, click the Settings icon under Menu and then click the Job Role and Level option.
  2. To access the Update Job Role window, hover the mouse over the three dots under the Action column against the job role that needs to be updated. Click the Edit option.
  3. The Update Job Role pop-up appears.
  4. Enter the new job role name and click the Update button.

Deleting a Job Role

  1. To access the page to create a job role, click the Settings icon under Menu and then click the Job Role and Level option.
  2. To access the Please Take a Moment window, hover the mouse over the three dots under the Action column against the job role that needs to be updated.
  3. Click the Delete option.
  4. The Please Take a Moment pop-up appears.
  5. To delete the job role, click the Yes button.

Creating a Job Level

  1. To access the page to create a level, click the Settings icon under Menu and then click the Job Role and Level option.
  2. To create a job role, click the Create Level button.
  3. The Create Level pop-up appears.
  4. Enter the level name and click the Create button.

Editing a Job Role

  1. To access the page to edit a level, click the Settings icon under Menu and then click the Job Role and Level option.
  2. To access the Update Level window, hover the mouse over the three dots under the Action column against the job role that needs to be updated. Click the Edit option.
  3. The Update Level pop-up appears.
  4. Enter the new level name and click the Update button.

Deleting a Job Role

  1. To access the page to create a level, click the Settings icon under Menu and then click the Job Role and Level option.
  2. To access the Please Take a Moment window, hover the mouse over the three dots under the Action column against the level that needs to be updated.
  3. Click the Delete option.
  4. The Please Take a Moment pop-up appears.
  5. To delete the level, click the Yes button.
Learning Path Course Settings