Onboarding Course 2: Setup

Onboarding Course 2: Setup

Configuring your environment.

About this course

Welcome to Setup
In this course, we'll set up your account in Skilljar. This includes some basic and some more complex configurations. Throughout the course, you'll find opportunities to configure your account from directly within the lesson itself. You can also opt to return later to complete the set up.
Who should take this course? 

This course is designed for new Skilljar customers who are setting up customizations and integrations in their training portal. 

Duration: ~18 minutes

We'll cover: 
  • Organization Setup
  • Basic Theming
  • Skilljar Integrations 

Curriculum18 mins

  • Introduction to Setup
  • Organization Settings (~10 min)
  • Organization Settings
  • Configuring Organization Settings (Activity)
  • Payment Gateways (Activity)
  • Dashboard vs Training Domain
  • Dashboard Users
  • Inviting Dashboard Users (Activity)
  • Theming (~3 min)
  • Introduction to Theming
  • Creating a Theme (Activity)
  • Custom Theming
  • Integrations (~5 min)
  • Integrating Skilljar with Other Systems
  • Authentication
  • Marketing Automation
  • CRM
  • Support
  • Other integrations
  • Skilljar API Key (Activity)
  • Up Next
  • Summary

About this course

Welcome to Setup
In this course, we'll set up your account in Skilljar. This includes some basic and some more complex configurations. Throughout the course, you'll find opportunities to configure your account from directly within the lesson itself. You can also opt to return later to complete the set up.
Who should take this course? 

This course is designed for new Skilljar customers who are setting up customizations and integrations in their training portal. 

Duration: ~18 minutes

We'll cover: 
  • Organization Setup
  • Basic Theming
  • Skilljar Integrations 

Curriculum18 mins

  • Introduction to Setup
  • Organization Settings (~10 min)
  • Organization Settings
  • Configuring Organization Settings (Activity)
  • Payment Gateways (Activity)
  • Dashboard vs Training Domain
  • Dashboard Users
  • Inviting Dashboard Users (Activity)
  • Theming (~3 min)
  • Introduction to Theming
  • Creating a Theme (Activity)
  • Custom Theming
  • Integrations (~5 min)
  • Integrating Skilljar with Other Systems
  • Authentication
  • Marketing Automation
  • CRM
  • Support
  • Other integrations
  • Skilljar API Key (Activity)
  • Up Next
  • Summary