Configuring Training Module Settings

Training Module settings provide comprehensive configuration controls for establishing foundational preferences, notification systems, course defaults, learner interface options, and visual branding that govern training program operation and presentation. Proper settings configuration ensures consistent training delivery, effective communication with learners, organized course catalogs, and professional visual presentation aligned with organizational branding standards.

The Settings tab consolidates configuration options into three primary sections—General settings, Banner settings, and Permissions—enabling administrators to establish system-wide preferences that support training program objectives while maintaining flexibility for course-specific customization. Effective settings management ensures training programs operate smoothly, learners receive appropriate guidance and notifications, and administrative workflows function efficiently.

Requirements

To configure Training Module settings, users must be assigned a security role with the following permissions:

• Administrator System Role

Settings Tab Overview

The Settings tab organizes Training Module configuration into logical sections accessed through sub-tabs that group related settings for efficient management and configuration workflows.

Accessing Training Settings

1. Navigate to the Training module from your portal navigation menu
2. Select the Settings tab in the primary navigation bar
3. The Settings page opens displaying the General tab by default
4. Additional tabs (Banner Setting and Permissions) appear in the horizontal navigation within the Settings area
5. Click tabs to navigate between different configuration sections

Settings Tab Organization

General Tab: Contains core training module preferences including course defaults, category management, notification configuration, reminder schedules, learner view options, and LinkedIn integration

Banner Setting Tab: Provides visual customization controls for the training homepage banner including images, headings, messages, colors, and call-to-action buttons

Permissions Tab: Enables security role-based access control configuration determining which user groups can access training features and at what authorization levels

General Tab

The General tab contains foundational Training Module settings that establish course defaults, manage organizational structure through categories, configure notification systems, control learner interface options, and enable external integrations.

Course Default Image

The Course Default Image setting establishes a fallback image displayed for courses that do not have individually uploaded course pictures, ensuring consistent visual presentation in course catalogs even when custom images are not provided.

Configuring the default image:

1. Locate the Course Default Image section in the General tab
2. Click Upload Image or Choose File button
3. A file browser dialog appears
4. Navigate to your default course image file location
5. Select an image file meeting format and size requirements
6. Click Open to upload the image
7. The uploaded image appears as a preview in the settings area
8. Click Save at the bottom of the General tab to apply the default image setting

Image requirements:

• Accepted formats: PNG, JPG, JPEG, BMP, or GIF
• Maximum file size: 4 MB
• Recommended dimensions: 280 × 205 pixels
• Images outside recommended dimensions are automatically resized for display

Default image usage:

• Appears for courses without individually uploaded course pictures
• Provides consistent visual presentation in course catalogs
• Maintains professional appearance when course-specific images are not available
• Can be overridden by individual course pictures uploaded in course management interfaces

Default image best practices:

• Choose professional, generic images that represent training or learning broadly
• Use organizational branding elements (colors, logos, design patterns) for brand consistency
• Avoid course-specific imagery that might confuse learners when applied to diverse courses
• Update default images when rebranding or visual identity standards change
• Consider seasonal or thematic updates to keep course catalogs visually fresh

Manage Course Categories

Course categories organize training programs into logical groups that support learner browsing, course filtering, and catalog organization. Category management enables creating, editing, deleting, and reordering categories to maintain structured course taxonomies.

Managing categories:

1. Locate the Manage Course Categories section in the General tab
2. Click Manage Categories or similar button to open category management interface
3. Existing categories appear in a list showing current category names and ordering
4. Use provided controls to perform category management actions

Creating new categories:

1. Click Add Category or New Category button
2. Enter the category name in the provided field
3. Optionally add category descriptions if supported
4. Click Save or Add to create the new category
5. The new category appears in the category list

Editing existing categories:

1. Locate the category to edit in the category list
2. Click Edit button beside the category name
3. Modify the category name or description
4. Click Save to apply changes
5. Updated category name appears throughout course catalog and management interfaces

Deleting categories:

1. Locate the category to delete in the category list
2. Click Delete button beside the category name
3. A confirmation dialog may appear warning about category removal
4. Confirm deletion to remove the category
5. Courses previously assigned to deleted categories may become uncategorized or require reassignment

Reordering categories:

1. Use drag-and-drop handles beside category names to reorder
2. Click and hold the drag handle icon
3. Drag the category to the desired position in the list
4. Release to drop the category in the new position
5. Category order updates immediately
6. The new category order appears in learner course catalog filters and browsing interfaces

Current categories example: Common category frameworks include:

• Sales
• Master
• Certification
• Continuing Learning
• Magentrix Onboarding
• Technical Training
• Compliance
• Product Knowledge
• Leadership Development

Category management best practices:

• Develop category frameworks aligned with organizational structure, job roles, or skill domains
• Limit total category count to 5-15 categories for intuitive browsing without overwhelming learners
• Use clear, descriptive category names that learners naturally understand
• Coordinate category structures with course and learning path categorization for consistency
• Review and update categories periodically as training programs and organizational priorities evolve
• Consider learner mental models when organizing categories—mirror how learners think about training

Notifications Settings

Notifications settings control email communication with learners, administrators, and stakeholders about course assignments, completions, requests, and other training-related events.

Reply-To Email:

Defines the email address displayed in the "Reply-To" field of system notifications, determining where learner responses are directed when they reply to training emails.

Configuring Reply-To Email:

1. Locate the Reply-To Email field in the Notifications Settings section
2. Enter the email address that should receive learner replies (e.g., training@company.com, learningsupport@organization.com)
3. Click Save at the bottom of the General tab to apply the setting
4. All future training notifications display this address in Reply-To fields

Reply-To Email best practices:

• Use monitored email addresses that training administrators or support teams actively check
• Choose descriptive addresses like training@, learning@, or support@ rather than individual personal addresses
• Establish clear response protocols for handling learner replies received at Reply-To addresses
• Update Reply-To addresses when organizational structures or support responsibilities change
• Communicate Reply-To email purpose to teams receiving messages so replies are handled appropriately

Add Other Emails:

Enables entry of additional email addresses that receive copies of training notifications, supporting administrative oversight and stakeholder communication.

Configuring additional notification emails:

1. Locate the Add Other Emails field in the Notifications Settings section
2. Enter email addresses separated by commas (e.g., manager@company.com, director@company.com, admin@company.com)
3. Multiple addresses can be added to ensure appropriate stakeholders receive notifications
4. Click Save to apply additional email notification recipients

Additional email use cases:

• Training managers receiving all assignment and completion notifications for oversight
• Department heads monitoring training participation within their teams
• Compliance officers tracking completion of regulatory training requirements
• Executive sponsors receiving high-level training program activity updates
• Support teams coordinating learner assistance and technical help

Disable Learning Path Notifications:

Controls whether course managers receive automated notification emails about learning path progress updates, enabling reduction of notification volume when progress tracking occurs through reports instead.

Configuring learning path notifications:

1. Locate the Disable Learning Path Notifications checkbox
2. Unchecked (default): Course managers receive learning path progress notifications
3. Checked: Learning path progress notifications are disabled, reducing email volume
4. Click Save to apply the notification preference

When to disable learning path notifications:

• Notification volume becomes excessive for managers overseeing many learning paths
• Progress tracking occurs primarily through reports rather than email notifications
• Managers prefer consolidated reporting over real-time notification alerts
• Organizational email policies discourage high-volume automated messages

Enable Course Assignment Notifications:

Controls whether learners receive automatic confirmation emails when they are assigned to courses, informing them of new training requirements and providing course access instructions.

Configuring assignment notifications:

1. Locate the Enable Course Assignment Notifications checkbox
2. Checked (default/recommended): Learners receive email notifications upon course assignment
3. Unchecked: Assignment notifications are disabled—learners discover assignments through portal navigation only
4. Click Save to apply the notification preference

Assignment notification content:

• Course name and description
• Assignment date and due date if configured
• Direct links to access course content
• Instructions for completing training requirements
• Contact information for support or questions

When to disable assignment notifications:

• Bulk assignments where immediate communication is not desired
• Internal training programs where portal-based discovery is preferred
• Organizations with strict email communication policies limiting automated messages
• Situations where custom communication outside system notifications is planned

Course Due-Date Reminders

Due-date reminder settings establish automated notifications sent to learners before course completion deadlines, supporting timely completion and reducing overdue assignment rates.

Configuring reminder schedules:

1. Locate the Course Due-Date Reminders section showing two reminder options
2. First Reminder: Select from dropdown menu specifying days before due date (8-15 days before course due date)
3. Second Reminder: Select from dropdown menu specifying days before due date (1-7 days before course due date)
4. Select None if reminders should not be sent for that reminder slot
5. Click Save to apply reminder schedules

Reminder configuration options:

• First Reminder options: 8, 9, 10, 11, 12, 13, 14, or 15 days before due date
• Second Reminder options: 1, 2, 3, 4, 5, 6, or 7 days before due date
• None: Disables that particular reminder

Reminder best practices:

• Enable both reminders to provide early warning and final notice before deadlines
• Space reminders appropriately—first reminder for planning, second reminder for urgency
• Consider learner workload and training complexity when selecting reminder timing
• Communicate reminder schedules to learners so they understand notification patterns
• Monitor whether reminders improve completion rates to validate effectiveness
• Adjust reminder timing based on course duration and completion difficulty

Example reminder configurations:

Long-duration courses (30+ days):

• First Reminder: 14 or 15 days before due date
• Second Reminder: 7 days before due date

Medium-duration courses (15-30 days):

• First Reminder: 10 or 12 days before due date
• Second Reminder: 3 or 5 days before due date

Short-duration courses (under 15 days):

• First Reminder: 8 days before due date
• Second Reminder: 1 or 2 days before due date

Course Assignment Cancellation

Course assignment cancellation settings automatically fail or cancel course assignments based on inactivity periods, supporting cleanup of abandoned assignments and resource management.

Assignment Cancellation for Inactive Users:

Automatically cancels course assignments for users who have been deactivated for a specified number of days, supporting license recovery and data hygiene when learners leave organizations.

Configuring inactive user cancellation:

1. Locate the Assignment Cancellation for Inactive Users field
2. Enter the number of days after user deactivation when assignments should be cancelled
3. Default or recommended setting: 15 days
4. Click Save to apply the cancellation schedule

Inactive user cancellation behavior:

• System monitors user account status for deactivations
• After specified days following deactivation, course assignments are automatically cancelled
• Cancelled assignments free course licenses for reassignment
• Historical completion records may be preserved depending on system configuration
• Applies to employee departures, partner disengagement, or customer account closures

Assignment Cancellation for Never Started or Overdue:

Automatically cancels course assignments that have not been started or that remain overdue for a specified number of days, supporting cleanup of abandoned training and resource reallocation.

Configuring overdue assignment cancellation:

1. Locate the Assignment Cancellation for Never Started or Overdue field
2. Enter the number of days after due date when unstarted or overdue assignments should be cancelled
3. Leave blank or select None to disable automatic cancellation
4. Click Save to apply the cancellation policy

Overdue cancellation considerations:

• Balances learner flexibility with administrative cleanup needs
• Appropriate values range from 30-90 days depending on organizational policies
• Very short periods may prematurely cancel assignments for legitimately delayed learners
• Very long periods allow abandoned assignments to consume resources unnecessarily
• Consider grace periods that accommodate reasonable completion delays while enabling eventual cleanup

Learner View Settings

Learner View settings control which features and interfaces are available to learners in the training module, determining whether learners can browse course catalogs, review completion history, filter by language, and integrate credentials with LinkedIn.

Users can browse the course library:

Controls whether learners can view the course catalog and discover available training programs through browsing interfaces.

Configuring course browsing:

1. Locate the Users can browse the course library checkbox
2. Checked (enabled/recommended): Learners can browse available courses in catalogs
3. Unchecked (disabled): Course catalog is hidden—learners see only assigned courses
4. Click Save to apply the browsing preference

When to enable browsing:

• Supporting self-directed learning cultures encouraging learner autonomy
• Enabling course discovery for voluntary professional development
• Promoting awareness of available training programs across organizations
• Facilitating learner-initiated course requests for desired training

When to disable browsing:

• Mandatory training environments where only assigned courses should be visible
• Highly controlled training programs without voluntary enrollment options
• Organizations preferring administrator-directed training assignment only
• Minimizing distractions from required training by hiding optional programs

Users can browse completed courses:

Controls whether learners can view their training history including completed and failed courses.

Configuring history access:

1. Locate the Users can browse completed courses checkbox
2. Checked (enabled/recommended): Learners can review completed training history
3. Unchecked (disabled): Completion history is hidden from learners
4. Click Save to apply the history access preference

Benefits of enabling history:

• Learners reference previous training materials for knowledge refresher
• Learners download completion certificates for credentials or verification
• Learners track their professional development progress and achievements
• Learners share completion records with managers or for advancement opportunities

Enable Language Filter:

Controls whether learners can filter course catalogs by language to find training programs in their preferred languages.

Configuring language filtering:

1. Locate the Enable Language Filter checkbox
2. Checked (enabled): Language filter appears in course catalog interfaces
3. Unchecked (disabled/default): Language filtering is not available to learners
4. Click Save to apply the language filter preference

When to enable language filtering:

• Supporting multilingual learner populations with diverse language preferences
• Offering courses in multiple languages requiring language-based organization
• Operating in global environments with regional language requirements
• Improving learner experience by highlighting courses in their native languages

Add certification to LinkedIn profile:

Enables learners to add completed course and learning path certificates to their LinkedIn profiles with public certification landing page integration.

Configuring LinkedIn integration:

1. Locate the Add certification to LinkedIn profile checkbox
2. Checked (enabled): Learners can add certifications to LinkedIn with badge integration
3. Unchecked (disabled): LinkedIn integration is not available
4. Click Save to apply LinkedIn integration preference

LinkedIn Organization ID:

Optional field for specifying the organization's LinkedIn ID used when linking certifications to official company pages on LinkedIn.

Configuring LinkedIn Organization ID:

1. Locate the LinkedIn Organization ID field
2. Enter your organization's LinkedIn ID (numerical identifier or vanity URL)
3. Leave blank if official organization linking is not required
4. Click Save to apply the organization ID

LinkedIn integration benefits:

• Learners display professional credentials in LinkedIn profiles
• Organizational brand visibility increases through learner credential sharing
• Professional networks see training achievements enhancing organizational reputation
• Public certification pages validate credential authenticity
• Learners leverage training for career advancement and professional networking

Banner Setting Tab

The Banner Setting tab provides visual customization controls for the training homepage banner, enabling administrators to create engaging, branded landing experiences that welcome learners and communicate training program value.

Banner Configuration

Show Banner:

Master toggle controlling whether the training banner is displayed on the LMS Training page.

Enabling banner display:

1. Navigate to the Banner Setting tab
2. Locate the Show Banner checkbox
3. Checked (enabled): Banner is displayed on training homepage
4. Unchecked (disabled): Banner is hidden—standard page layout without banner appears
5. Configure other banner settings as desired
6. Click Save to apply banner display preference

Banner Image:

Optional background image displayed in the banner area, providing visual interest and brand alignment.

Uploading banner images:

1. Locate the Banner Image section
2. Click Upload Image or Choose File button
3. Select an image from Static Assets or upload new images
4. Recommended size: 1920 × 400 pixels (wide panoramic format)
5. If no image is selected, the current theme's hero image will be applied as fallback
6. Click Save to apply the banner image

Banner image best practices:

• Use high-resolution images at recommended dimensions for optimal display
• Choose images with appropriate contrast allowing text overlay readability
• Align image content with organizational branding and training program themes
• Avoid overly busy images competing with banner text for attention
• Test banner appearance across devices (desktop, tablet, mobile) for responsive display

Banner Heading:

Primary headline text displayed prominently in the banner, communicating training program purpose or value proposition.

Configuring banner heading:

1. Locate the Banner Heading field
2. Enter heading text (e.g., "Accelerate Your Expertise")
3. Character limit: Up to 40 characters recommended
4. Custom labels can be added for multi-language support
5. Click Save to apply the banner heading

Effective banner heading examples:

• "Accelerate Your Expertise"
• "Transform Your Skills Today"
• "Your Learning Journey Starts Here"
• "Achieve Excellence Through Training"
• "Unlock Professional Growth"

Banner Message:

Supporting text displayed below the banner heading, providing additional context or motivation for training participation.

Configuring banner message:

1. Locate the Banner Message field
2. Enter message text (e.g., "Unlock on-demand training and certifications to drive results faster.")
3. Character limit: Up to 90 characters recommended
4. Custom labels can be added for multi-language support
5. Click Save to apply the banner message

Effective banner message examples:

• "Unlock on-demand training and certifications to drive results faster."
• "Access world-class courses designed for your success."
• "Build the skills that power your career forward."
• "Expert-led training available anytime, anywhere."
• "Join thousands advancing their expertise through our programs."

Text Color:

Controls the color of banner heading and message text, ensuring readability against banner background images.

Configuring text color:

1. Locate the Text Color field
2. Enter HEX color value (e.g., #ffffff for white, #000000 for black)
3. Alternatively, use color picker if provided to select colors visually
4. Choose colors providing high contrast with banner background images
5. Click Save to apply text color

Text color best practices:

• Use white (#ffffff) text on dark background images for readability
• Use dark (#000000 or similar) text on light background images
• Test color combinations for accessibility and readability across devices
• Maintain sufficient contrast ratios meeting WCAG accessibility guidelines
• Coordinate text colors with organizational brand color palettes

First Button Label:

Optional call-to-action button displayed in the banner, encouraging learner interaction or navigation to key resources.

Configuring first button:

1. Locate the First Button Label field
2. Enter button text (e.g., "Browse Courses," "Get Started," "Explore Training")
3. Character limit: Up to 30 characters
4. Custom labels can be added for multi-language support
5. If populated, configure corresponding URL in First Button URL setting
6. Click Save to apply the button label

Second Button Label:

Optional secondary call-to-action button providing alternative navigation or action options.

Configuring second button:

1. Locate the Second Button Label field
2. Enter button text (e.g., "View Certifications," "Contact Support")
3. Character limit: Up to 30 characters
4. Custom labels can be added for multi-language support
5. If populated, configure corresponding URL in Second Button URL setting
6. Click Save to apply the button label

Button configuration best practices:

• Use action-oriented language encouraging clicks (Browse, Explore, Start, Discover)
• Differentiate first and second button purposes for clear choices
• Link buttons to high-value destinations (course catalogs, popular programs, help resources)
• Test button appearance and functionality across devices before deployment
• Update button labels when linked destinations or purposes change

Saving Settings Changes

After modifying any settings in the General tab or Banner Setting tab:

1. Review all configuration changes to verify accuracy and appropriateness
2. Scroll to the bottom of the settings page
3. Click the Save button to apply all settings modifications
4. The page refreshes or displays a confirmation message indicating successful settings update
5. Verify changes by reviewing affected interfaces (course catalogs, banner displays, notifications)

Settings change impacts:

Immediate effects:

• Banner display and content updates appear on training homepage immediately
• Course default images apply to courses without individual pictures
• Notification settings affect future emails sent to learners and administrators
• Learner view settings change course catalog and interface availability immediately

Configuration persistence:

• Settings remain in effect until modified by administrators
• Settings apply system-wide to all courses, learners, and training activities
• Individual course settings may override system settings in specific cases (individual course pictures override default images)

Best Practices and Recommendations

Strategic Settings Configuration

Establish defaults thoughtfully: Configure system-wide settings that support the majority of use cases while allowing course-specific customization when needed

Review settings periodically: Schedule quarterly or biannual reviews of Training Module settings to ensure they remain aligned with current organizational policies and training objectives

Document settings rationale: Maintain records explaining why specific settings were configured to support future administrators and ensure continuity

Test before deployment: Use test courses or learner accounts to validate settings changes before they affect broad learner populations

Communicate changes: Inform stakeholders, administrators, and learners when settings changes affect training workflows or experiences

Category Management Excellence

Plan category frameworks: Develop thoughtful category structures before creation to minimize reorganization after courses are assigned

Maintain consistency: Use consistent categorization approaches across courses and learning paths for unified catalog organization

Limit proliferation: Resist creating excessive categories that fragment catalogs—aim for meaningful organization without overwhelming complexity

Review usage patterns: Analyze how learners use categories to browse and filter, adjusting structures based on actual behavior

Update strategically: Coordinate category changes with stakeholder communication to prevent confusion about course organization

Effective Notification Management

Balance communication: Provide necessary notifications without overwhelming learners or administrators with excessive email volume

Monitor delivery: Track whether notifications are received and acted upon to validate communication effectiveness

Respect preferences: Honor organizational email policies and learner communication preferences when configuring notifications

Maintain relevance: Ensure notification content remains current and valuable rather than becoming ignored background noise

Test notifications: Send test notifications to verify content, formatting, and delivery before deploying to learner populations

Banner Design Excellence

Align with branding: Ensure banner design reflects organizational visual identity and brand standards

Prioritize readability: Choose images and text colors that maintain clear readability across devices and screen sizes

Keep content current: Update banner messaging when organizational priorities, program highlights, or strategic focuses change

Test responsiveness: Verify banner displays appropriately on desktop, tablet, and mobile devices

Measure engagement: Track whether banner calls-to-action drive desired behaviors to validate banner effectiveness

Administrative Efficiency

Batch settings updates: When modifying multiple related settings, complete all changes before saving to reduce configuration time

Use checklists: Develop standard settings configuration checklists for new system implementations or major updates

Coordinate with teams: Involve marketing, communications, and training teams in banner and notification configuration decisions

Document standard configurations: Maintain templates or documentation of preferred settings for consistent application across environments

Train administrators: Ensure all administrators with settings access understand configuration implications and organizational policies

Troubleshooting Tips

Settings Not Saving

Verify required fields: Ensure all mandatory fields are completed before attempting to save

Check field validation: Confirm entries meet format requirements (valid email addresses, appropriate character limits)

Review browser compatibility: Try saving in different browsers if save functions don't respond

Check permissions: Verify you have Administrator permissions required for settings modifications

Clear browser cache: Remove cached data that may interfere with settings save functionality

Default Image Not Appearing

Verify image upload: Confirm image uploaded successfully and preview displays in settings interface

Check image format: Ensure image is in supported format (PNG, JPG, JPEG, BMP, GIF)

Review file size: Confirm image is under 4 MB maximum file size limit

Clear course-specific images: Verify courses you're checking don't have individual pictures overriding default

Refresh course pages: Reload course catalog pages to display updated default images

Notifications Not Sending

Verify notification enablement: Confirm notification checkboxes are enabled in settings

Check email addresses: Ensure Reply-To and additional notification addresses are valid and correctly formatted

Review learner email addresses: Verify learners have valid email addresses in user profiles

Monitor spam folders: Check whether notifications are being filtered as spam by email systems

Test with personal addresses: Send test notifications to known good email addresses to validate functionality

Banner Not Displaying

Verify Show Banner enabled: Confirm Show Banner checkbox is checked in Banner Setting tab

Check banner content: Ensure at least heading or message text is configured—empty banners may not display

Review theme compatibility: Verify current portal theme supports banner display functionality

Clear browser cache: Remove cached page data that may show old banner configurations

Test across browsers: Validate banner appearance in multiple browsers to identify rendering issues

Category Changes Not Appearing

Verify save action: Ensure you clicked Save after making category modifications

Refresh course pages: Reload course catalog and management pages to display updated categories

Check course assignments: Verify courses are actually assigned to modified categories

Review learner permissions: Confirm learners have access to courses in categories you're checking

Clear filters: Ensure course list filters aren't hiding courses in the categories you're reviewing

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