How can I set up my portal's learner homepage?

To set up the homepage shown to each learner in your portal, navigate to Account → Brand where you can configure the following components of the page:

Each tab has its own banner which can be styled with a customised message and image, along with a background texture/image that appears consistently across all tabs.

For more information about setting up your portal's branding, see this support article.

Each tab of the learner homepage utilises a consistent background texture/image.

To set up the background texture at Account → Brand:

The Dashboard tab gives your learners an overview of their training progress, key deadlines, certifications, and upcoming events they're registered for.

This is the default page a learner will see after first logging in. The page is broken into two sub-tabs:

To set up the Dashboard tab at Account → Brand:

The Training tab is where your learners can see all training they're enrolled into.

Learners can use the toggle option on this tab to sort their training by status (completed, incomplete, due soon, etc.) They can also use a search box to locate a specific topic or pathway they've been enrolled into.

To set up the Training tab at Account → Brand:

The Catalogue tab is where your learners can view and self-enrol into any topics or pathways that have been added to their catalogue using catalogue rules. They can also search their catalogue using a search box above their list of available training.

Please note, this tab is only visible to learners with training available for self-enrolment via their catalogue).

To set up the Catalogue tab at Account → Brand:

The Create tab displays training that a learner is enrolled as a creator in.

This tab is also visible if a user has been granted general 'Creator' permissions on their profile.

By default, they will see all topics they are enrolled in as a creator or have created themselves and they are sorted by most recently updated (edited). Users can use the available search box filter to search by word or phrase to locate specific training.

To set up the Create tab at Account → Brand:

The Profile tab is where learners can view a wide range of information about their user profile.

By clicking on each panel, learners can view information about their training history, certificates, roles, continuing education, external training, their account details, and associated settings.

To set up the Profile tab at Account → Brand:

The Team tab displays information about who is in the manager's team.

This tab is divided into Summary, Members, and History sub-tabs. From here, managers can perform tasks such as following up on outstanding enrolments, view enrolment history, and enrol members in training.

Please note, this tab is only visible to users who have been assigned as a manager to one or more users in your portal.

To set up the Team tab at Account → Brand:

The Assess tab displays any training that a user has been assigned to as an assessor.

This tab contains a search box which can be used to find specific items based on a keyword.

Please note, the Assess tab on the learner dashboard will only be present if the learner is assigned as an assessor for at least one Topic.

To set up the Assess tab at Account → Brand:

The Forum tab allows learners to view all forum posts from their enrolled topics.
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From this tab learners can find and manage posts by using the sort, filter, and search features. They can like, reply to, and report posts - as well as make posts of their own.

Please note, this tab will only be present if the learner is enrolled in at least one Topic that has a forum enabled.

To set up the Forum tab at Account → Brand:

Each tab can have its own banner image as outlined above. For banner images, we recommend the following:

Here are some default images you can use as a starting point. These images are 2048 px x 398 px. In most browsers, you can right-click on the image and select 'Open in new tab' to view in its full dimensions. You can then right-click the image in the new tab to download/save the image to your computer.

If a deactivation date has been scheduled, the learner will see details of when the deactivation will take place at the top of their learner homepage.