Introduction to the LMS365 Admin Center

Introduction

LMS365 offers you a wide selection of tools to administer and configure LMS365.

In this guide, we'll show how you can access the LMS365 Admin Center, configure settings for individual course catalogs, and configure global settings in LMS365.

Watch the video below or scroll through the article (more details in the article).

 

 

Access the LMS365 Admin Center

There are several ways you can access the LMS365 Admin Center:

  • As a course or catalog admin, select the gear icon at the top right-hand side of a course catalog page to open the LMS365 Admin Center.

     

    Admin_center_link_on_the_catalog_page

 

 

 

When you enter the LMS365 Admin Center, you land in the area where:

  • As a catalog admin, you can administer all courses and training plans in the current catalog, manage the catalog settings and its users, and navigate between available catalogs.

     

    Training_Management_page

  • As a course admin, you can administer courses and training plans in the catalog for which you've been assigned as a training admin, and navigate between available catalogs.

     

    Course_admin_view

 

LMS365 Admin Center toolbar

The toolbar in the LMS365 Admin Center includes the catalog selector, as well as three icons that are placed in the top right-hand corner. The toolbar provides the following features:

  • The catalog selector enables you to switch between available catalogs. Choosing a catalog from the selector redirects you to the LMS365 Admin Center of that catalog.

    Instructors, course admins, and catalog admins who have access to the LMS365 Admin Center can use this option. They'll see only the catalogs for which they have the instructor, course admin, or catalog admin role. Additionally, each user can access only the parts of the LMS365 Admin Center that their role allows.

    The catalog selector uses cache memory so it might show catalogs that you no longer have permission to view. If you don't have the necessary permissions to view a catalog, you'll be denied access to it. To resolve this issue, clear the cache and refresh the page.

Catalog admins who also have the LMS admin role will have the option to select All Catalogs. This redirects them to the Course Catalog Management page in Global Settings.

 

Catalog_switcher

 

  • Select the speech bubble icon to view a feed of messages from the LMS365 team. The same messages are shown in banner messages in the LMS365 Admin Center. When a banner is read and closed, you can still find the message in the feed.

     

    Notifications_from_the_LMS365_Team

  • Select the bell icon to view a feed of activity notifications relating to course and training plan administration. When managing courses and training plans, a pop-up message provides feedback to the admin and, for example, lets them know that a course has been successfully saved, that learners have been successfully enrolled, etc.

     

    Notifications_in_the_LMS365_Admin_Center

  • The LMS365 chatbot and live chat option can be accessed by selecting the messages icon and from the Help menu item in the left-side menu. It can also be accessed from the LMS365 Help Center.

     

    Access_to_help_center_and_support_from_the_LMS365_Admin_Center

 

LMS365 Admin Center navigation menu

When you first enter the LMS365 Admin Center, you land in the area where you can administer the settings of the current catalog and navigate between available catalogs.

Access to the course catalog parts depends on your role. Instructors, course admins, and catalog admins can see and access only the parts of the catalog that are relevant to their role. 

On the left-hand side of the LMS365 Admin Center, you find a menu of configuration options that can be collapsed and expanded.

 

Collapsed_navigation_in_the_LMS365_Admin_center.

 

Back to LMS365

The Back to LMS365 option at the top of the menu takes you to the course catalog home page

 

Training Management

The Training Management page opens when you access the LMS365 Admin Center, and displays a list of all the courses and training plans in the current catalog. Here, you can perform the following actions:

  • Use the filter to narrow the list of courses and training plans shown. From the Select Filter drop-down list, select the Training Type and/or Publishing Status to show only courses and training plans of a relevant type, and with a relevant publishing status.

     

    Filter_by_type_and_publishing_status_on_th_Training_Management_page

  • Select Create Training to create a course or training plan. This action leads you to the Create Training configuration panel, where you can create an e-learning or instructor-led training course, or a training plan.

  • Select an individual course or training plan to open its Course/Training Plan Management panel, where a variety of options enable you to manage the selected course or training plan.

     

    Course_Management_panel

  • Select the Training Reports link to open the Training reports panel, where you can prepare reports on courses, training plans, and learners in the course catalog. The report output can be exported to your local device as an Excel file.

     

    Training_reports_option

 

Users

Select Users to see all the users in the course catalog and manage their details.

If you can't find a user in the current catalog, you can switch to another catalog using the catalog selector. You can view and select only the catalogs for which you have the appropriate permissions.

The catalog selector uses cache memory so it might show catalogs that you no longer have permission to view. If you don't have the necessary permissions to view a catalog, you'll be denied access to it. To resolve this issue, clear the cache and refresh the page.

Catalog admins who also have the LMS admin role will have the option to select All Catalogs. This redirects them to the Course Catalog Management page in Global Settings, where they can see all the catalogs of the tenant.

 

Catalog_selector_on_the_Users_page

Selecting a user on the Users page opens the User(s) panel, where a variety of options enable you to manage individual users.

 

Actions_panel_on_the_Users_page

 

Content

Under Content, you'll find the content storage area for quizzes, question pools, and content packages.

 

Catalog Settings

Under Catalog Settings, you'll find:

  • Certificate Templates. Create and view certificates.
  • Categories. Manage the categories that you use to categorize your courses and training plans.
  • Tags. Manage the tags that you use to tag courses and training plans. 
  • Skills Framework. Manage the skills and skill level sets for the course catalog. 
  • Notifications. Manage email and Microsoft Teams notifications that LMS365 sends to users.
  • Subscription Information. Get an overview of your subscription information.
  • LMS Configuration. Configure the display of course and training plan ratings on the catalog home page, the number of sessions shown on the catalog home page, enrollment flows, regional settings, the default training banner image, and xAPI.

 

Catalog_settings

 

Global Settings

Required role: LMS admin or LMS365 global admin.

The options available in Global Settings span all course catalogs. By default, only the Microsoft 365 global admin has sufficient permissions to access the global settings. However, it's possible to assign the LMS admin role to specific people.

 

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In the LMS365 Global Settings area, you can:

 

Help

The Help menu item provides access to the LMS365 chatbot and live chat options. The live chat option is also available from the top right-hand corner of the LMS365 Admin Center.

 

Access_to_help_center_and_support_from_the_LMS365_Admin_Center

 

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