Management Console
Management Console is the administration part of the Skillcast Portal. Access is granted by Roles and Domain rights.
71 articles
User Management
View articles in relation user accounts.
- How to search for usersThis article shares how to do basic and advanced searches for users, and how to work with the results.
- How to add individual usersFor a user to access training on your portal, they need an active account. This article shows you how to add the user.
- How to upload multiple users
- How to edit user attributesThis article shares how you can keep user information up-to-date.
- Editing attributes for multiple users
- How to archive usersArchive users accounts so they aren’t assigned training and won’t affect your reports.
- Archiving multiple users
- How to reactivate user accountsThis article guides you through updating individual or multiple user account statuses, from Archived to Live.
- Reactivating Multiple Users
- How to assign Learning Paths
- How to update deadline dates for a userThis article guides you when you have a user requiring extensions, or you need to adjust deadline dates for assigned Learning Paths.
- How to update the same deadline for multiple users at onceThis article shows you how to update all users to the same date.
- How to reset a completed Learning Path for usersYou can reassign and reset an already completed module or training as a refresher for your user or users.
- How to grant additional attempts against a training moduleHow to grant additional attempts against a training module when the assessment limit has been reached.
- Uploading Training Records - Migrating records from another Learning Management System
- Uploading Training Records - Bulk uploading records for an event
- How to email usersAs an alternative to automated emails, you can manually send emails to users, and track or check scheduled and sent emails. Here's how.
- View email history and schedule
- How to give users Administrator access
- Merge User accounts
- How to view Administrator activityThis article shares how to find any changes made to user accounts and how to download an Excel report.
- How to add user accounts to a static Audience GroupDiscover how to add individual and multiple accounts to a static Audience Group.
- How to Delete Users
- Restore Deleted Users
- How to Erase Users
- How to exempt users from Learning Path assignments
- How to remove Learning PathsAfter assigning Learning Paths, you can remove them if they're not needed. This article explains how.
- How to upload training records
- Uploading Multiple Users - Introduction and Best Practices
- Export Certificates in User Management
- Add a new Learning Path
- Adding keywords to a learning path
- Learning Path Properties explainedYou can adjust Learning Path properties to change the appearance to users.
- How to add e-learning, a survey, or declaration to a Learning PathThis article covers how to assign e-learning activities, and includes a guide on different e-learning activity settings.
- How to upload an external or third-party SCORM
- How to add a document to a Learning PathThis article shows how to add a document and how to include document-related information for users to view.
- How to add a hyperlink to a Learning PathYou can include a URL within a Learning Path and assign it to a user. This article shows you how it's done.
- How to add sections and activities to a Learning PathSeparate or group different activities together, to organise Learning Paths with multiple activities.
- How to add text and images to a Learning PathThis article shares how to add extra information and visuals to help guide your users.
- How to add a video to a Learning PathThis article shares how you can add video to Learning Paths to guide users.
- Adding elements to translated Learning Path and Module
- How to edit or suspend a Learning PathThis article guides you on how to edit a Learning Path or change its status.
- How to send emails to users after they complete modulesEvery time a user completes a Learning Path activity (such as e-learning, document, or URL), you can send them an email.
- Assign Learning Paths with Automatic Assignments
- Assigning Training to an Optional Category
- How to assign training to two categoriesThis is often used when you have a 'mandatory' category and a topic-related category such as 'Legal' or 'IT'.
- How to create a module from your subscriptionsThis article shows how to view purchased modules, add to your portal, preview and check before adding.
- How to preview modules from your Skillcast subscriptionYou can review purchased Skillcast modules before copying content from your own training portal.
- Understanding Skillcast Original and Editable Versions
- How to search for a Learning Path or Module
- How to Generate an Image Using AI
- How to create an email templateAdministrators can create template emails that belong to a Domain where they have access and the correct role permissions. Here's how.
- How to send training invitation emailsAfter assigning Learning Path activities, here's how to let users know that they have training to complete.
- How to set up automated reminder emailsDiscover how to automatically tell users about upcoming module deadlines, using a template that can be reused to save you time.
- How to set up automated escalation emailsFind out how to automate direct report emails to line managers, summarising assignment deadlines and what's overdue.
- How to send CPD emails using templatesYou can schedule and send reminder emails to users about completing and updating CPD.
- How to create automated CPD emailsYou can set up automatic reminders for users who have a CPD scheme allocated to them. Read on to find out how.
- How to upload files to the File exchangeThis article is for Administrators wanting to securely share files with other Administrators and the Skillcast Customer Success Team.
- How to download a file from the File exchangeThis article shows where to find files shared with other Administrators and the Skillcast Customer Success Team.
- Delete a file from the file exchange
- Move files to a new domain on the file exchange
- File Exchange notifications
- File retention
Billing
View articles with information about how to view your billing and subscription information from the Skillcast Portal.
Feature Overview
The Feature Overview gives you a clear, centralised view of all features included in your subscription.