Managing users
How to manage roles and permissions
The user must already exist in the portal. Go to the Groups tab which is located under Users. Find the group for which you want to add a member or role, then click the window icon named View Item on the right. Click Add on the Users associated with the group section (https://storage.crisp.chat/usersPopularHow to add training to a user
NOTE: To add training to a user, you must be connected to the administration console ( see here how to connect (https://illuxi.crisp.help/fr/article/comment-me-connecter -i354l2/?bust=1664369965238) ) 1 - Enter the user's email address in the Search area 2 - Once the user is found, click on the last button to the right of their email address (https://storage.crisp.chat/users/helpdesk/website/faSome readersHow to add a user
NOTE: To add a user, you must be logged in to your account 1 - Click on Users 2 - Click on Create user 3 - Enter the information in the following mandatory fields: First name, Last name, Email. Warning: if the Send activation email check box is checked, the invitation email will be sent immediately. UncheFew readersHow to create user groups
Click on Users Click on Groups Click Create Group Click View item next to the group You can add access to products or associate a user to the group or all of your users to the group. Updated on: 06/21/2024Few readersHow to add an administrator to my portal
To add an administrator to your portal, go to Administration, then click Users All Users. Find the user you want to make administrator and click to access their file: In the Groups section, click Add Group: Select the -admin group: (https://storage.crisp.chat/users/helpdesk/website/fa74695b7dFew readersHow to edit a user's profile
You must be logged in to the administrator console to modify a user's profil 1 - Click on the word user to the left of your screen 2 - Enter the email address in the Search box 3 - Click on Modify element which is located on the right of the screen on the name line to the right of the email (https://Few readersHow to bulk import users
You must be logged in to the admin portal. Click on Users, then Import. You must click on Import List. Download the Template file to use. You must complete the Excel file. The first three columns are required fieldsFew readersHow to Add a SCORM Capsule
You can easily add a SCORM-based training module to any Training Module product. Steps to follow: Add a new capsule to the product and select the SCORM type: SCORM capsule type (https://storage.crisp.chat/users/helpdesk/website/fa74695b7de89000/imageffrmhb.png =800x449) Import the SCORM file: Go to the Content tab. Click Choose a file to select the SCORM file from your computer. Then, click Add the capsule. Finalization: The capsule wilFew readers
Managing courses
How to set up assessments, quizzes and exams
Go to your admin portal Click on Catalog, then Products and View item on your product line. Click Add Capsule. Select the type of capsule you want: Exam *Quizzes *Scorm Complete all fields. Click View item on the capsule you just added. (https://storage.crisp.chat/users/helpdesk/website/fSome readersHow to send a reminder to users by email
Note: You must first be connected to the administrator portal Click on All, under the Users tab Click View Items Click on Reminder Email Click Send (https://storage.crisp.chat/users/helpdesk/website/fa74695b7de8Some readersHow to create a training
You must be logged in with your administrator ID. Click on your name at the top right and then on Administration. You must click in the left menu on Catalog, then on Products. Click Create Product, located on the right. (https://storage.crisp.chat/users/helpdesk/website/fa74695b7de89000/k3-1111x5rFew readersJourney, product and capsules Journey Product Capsule The old terminology
Your portal allows you to create pathways, products, and capsules. Pathways A Pathway is a collection of products. For example, a Marketing 101 pathway could include three products: General Concepts Google Ads and Facebook Ads Mailchimp A pathway can be added to the catalog, with or without a purchase price. A pathway can also be assigned to a user or a group of users. Product A Product is a training element. It can be added to the catalog, wFew readersHow to know who was present during a training session?
In a synchronous capsule, you can track who was present or absent during the training session. First, go to the capsule details: Find the product and click View Item in the Actions column. In the Capsules section, locate the capsule for which you want to check attendance and click View Item in the Actions column. The Attendance section will display the information you need. Attendance Status In this section, the Attendance column displays a button wiFew readers
How to access the admin portal
To access the administrator portal, you must follow the following steps: Log in to your account Click on your name in the upper right corner Click on Administration Updated on: 06/21/2024Some readersHow to customize the portal interface
To customize your interface, you must click on the Preferences tab. Edit whatever you want and save everything. To do this, you need to scroll to the bottom of your screen. Updated on: 06/21/2024Some readersHow to manage my support requests
For any support request or query, please write an email to the following address: client@illuxi.com. You can also browse to https://client.illuxi.com and access to a portal with all your current and past requests.Few readers