Admin Guides
Step-by-step configuration guides for tenant administrators.
| Guide | Description |
|---|---|
| General Settings | Tenant language, timezone, and locale defaults |
| Content Policy | Which websites an iframe module may embed (allowlist) |
| Course Management | Create, edit, organize (folders), and publish courses |
| Course Languages | Offer a course in several languages with identical structure |
| AI Course Translation | Draft a translation of lesson text and quizzes with AI, reviewed before anything is saved |
| Block-Based Lessons | Build rich lessons from reorderable content blocks |
| Course Enrollments | Enroll/unenroll learners, bulk enroll, version upgrades, and auto-enrollment rules |
| Assigning Courses to Groups | Assign courses to whole groups — backfills current members, keeps future joiners in sync |
| Course Versioning & Re-enrollment | What publishing a new version does to in-progress and completed learners, and how to require a retake |
| 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 |
| Prerequisites | Require any number of courses and/or paths to be completed before a learner can enroll in a course or path |
| Skills & Competencies | Build the skills library, map skills to courses, and read the gap analysis |
| Team Skills Matrix | People against the skill levels their job roles require: filter, read coverage, export |
| Gamification | Points, badges, levels and leaderboards — off by default |
| 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 |
| Roles and Permissions | The seven built-in roles + custom roles (RBAC v2) |
| Data Import (Switcher) | Import users, enrollments, and completion history via CSV, and bulk re-upload SCORM packages |
| 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) |
| Course Ratings | 1–5 star learner ratings with optional comments; per-course on/off switch, moderation and report columns |
| ILT & VILT Sessions | Schedule instructor-led and virtual sessions, waitlists, attendance, and reschedules |
| QR Attendance Check-In | Learners self-check-in to in-person sessions by scanning a QR code |
| ILT Attendance Reporting | Attendance across sessions and series, per-learner rollups, and roster CSV export |
| 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 & Concurrent Sessions | Failed-login lockout thresholds, password rotation policy, and one-session-per-user mode |
| Support Access | Grant Embay support staff time-limited, audited login access (consent-based) |
| Audit — Email Log | Owner-only review of every email the platform sent to your members |
| Self-Registration & Public Catalog | Allow learner self-signup and expose a public course catalog |
| White-Label & Branding | Custom domain, logo, and colors |
| Integrations | Tabbed Integrations menu: video conferencing (Zoom/Meet), API keys, and webhooks |
| Notifications | Email and in-app notification templates |
| Internal Messaging | Who can message whom, announcements to courses/groups/teams, attachments and what is audited |
| 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 |
| Accessibility Conformance (WCAG 2.2 AA) | VPAT-format conformance record, known limitations, and the public accessibility statement |
| Embay Academy for Your Team | Free training on EmbayLMS for your staff, by role |
| Sandbox Environment | Test configuration without affecting learners |
| Platform Admin | Embay staff — cross-tenant operations |