Admin Guides
Step-by-step configuration guides for tenant administrators.
| Guide | Description |
|---|---|
| General Settings | Tenant language, timezone, and locale defaults |
| Course Management | Create, edit, organize (folders), and publish courses |
| Block-Based Lessons | Build rich lessons from reorderable content blocks |
| Course Enrollments | Enroll/unenroll learners, bulk enroll, version upgrades, and auto-enrollment rules |
| Course Pricing & Coupons | Set course prices and create discount codes (e-commerce foundation) |
| Templates (Certificates & Email) | Certificate templates + per-notification email overrides with variables |
| Certificates | Certificate issuance (templates now live under Templates) |
| CEU / Credit Hours | Award continuing-education credit per course |
| Certificate Verification & Revocation | Public verify pages + revoke issued certificates |
| Learning Paths | Group courses into structured curricula |
| Learning Path Enrollment | Assign learners to paths, linear locked-release, and catalog self-enroll |
| Recurring Assignments | Re-assign compliance courses on a schedule |
| Recertification & Renewals | Course validity periods + expiry-triggered renewals |
| User Management | Roles, groups, SCIM provisioning |
| Data Import (Switcher) | Import users, enrollments, and completion history via CSV |
| Group Admin Role | Delegate admin access to group managers |
| SCORM Content | Upload and manage SCORM packages |
| cmi5 Content | Upload and manage cmi5 (xAPI) packages; built-in LRS |
| AICC Content | Upload and manage AICC (HACP) packages; built-in endpoint |
| Quiz Authoring | Build quiz questions, choices, and scoring |
| Manual Grading (Essays) | Grade essay answers from the grading queue |
| Post-Course Surveys | Collect learner feedback (Kirkpatrick L1) |
| QR Attendance Check-In | Learners self-check-in to in-person sessions by scanning a QR code |
| SSO Setup | SAML 2.0 and OIDC single sign-on |
| SSO-Only Mode | Require SSO tenant-wide; break-glass recovery account |
| Multi-Factor Authentication | TOTP MFA policy, enrollment, and recovery |
| Account Lockout & Password Rotation | Failed-login lockout thresholds and password rotation policy |
| Support Access | Grant Embay support staff time-limited, audited login access (consent-based) |
| Self-Registration & Public Catalog | Allow learner self-signup and expose a public course catalog |
| White-Label & Branding | Custom domain, logo, and colours |
| Integrations | Tabbed Integrations menu: video conferencing (Zoom/Meet), API keys, and webhooks |
| Notifications | Email and in-app notification templates |
| Analytics (Reports) | Built-in reports and scheduled delivery |
| Billing Portal | Plan changes, payment methods, usage, and invoices |
| Data Retention & Privacy | Retention schedule, recording expiry, Law 25 deletion requests |
| Sandbox Environment | Test configuration without affecting learners |
| Platform Admin | Embay staff — cross-tenant operations |