Introduction to the Learn365 Admin Center

Introduction

We offer a wide selection of tools to administer and configure Learn365.

In this guide, we'll show how you can access the Learn365 Admin Center, configure settings for individual course catalogs, and configure global settings in Learn365.

Watch the video below or scroll through the article (more details in the article). In the video, you can use the Chapters feature to navigate to the relevant part.

 

 

Access the Learn365 Admin Center

There are several ways you can access the Learn365 Admin Center:

  • As a catalog admin, course admin, or session instructor, select the gear icon at the top right-hand side of a course catalog page.
  • Add the Learn365 Admin Center link to the SharePoint site navigation for quick access.

Open Learn365 Admin Center

Microsoft 365 apps launcher

 

When you enter the Learn365 Admin Center, you land in the area where you can administer courses and training plans, manage the catalog settings and its users, and perform other management actions, depending on your assigned roles and permissions in Learn365.

 

Training Management page

 

Learn365 Admin Center toolbar

  • The toolbar in the Learn365 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 Learn365 Admin Center of that catalog.

Instructors, course admins, and catalog admins who have access to the Learn365 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 Learn365 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 selector

 

  • Select the speech bubble icon to view a feed of messages from Zensai. The same messages are shown in banner messages in the Learn365 Admin Center. When a banner is read and closed, you can still find the message in the feed.

 

Notifications from Zensai

 

  • 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 users have been successfully enrolled, etc.

 

Notifications in the Learn365 Admin Center

 

  • The Zensai Support 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 Zensai Help Center.

 

Zensai chat bot

 

Learn365 Admin Center navigation menu

When you enter the Learn365 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 Learn365 Admin Center, you find a menu of configuration options that can be collapsed and expanded.

 

Navigation menu

 

Go to catalog

The Go to catalog 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 Learn365 Admin Center, where you see all the courses and training plans in the current catalog. On the Training Management page, you can create and manage courses and training plans, depending on your assigned roles and permissions in Learn365, generate and download reports, import Go1 and LinkedIn Learning courses, and perform other training management actions.

For detailed information about the actions available from the Training Management page, see see this article.

 

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.

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

 

Content

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

 

Content page

 

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 Learn365 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 page

 

Global Settings

Required role: LMS admin or Microsoft 365 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.

 

Global settings

 

In the Learn365 Admin Center > Global Settings, you can:

 

Help

The Help menu item provides access to the Zensai Support chatbot and live chat options. The live chat option is also available from the top-right corner of the Learn365 Admin Center.

 

Help page

 

AI usage

If AI content generation is enabled for your organization, admins can see how many AI requests the organization has made during the current calendar month via the AI usage section in the left-hand navigation panel of the Learn365 Admin Center and in Global Settings. Your organisation's monthly AI request allowance is also displayed here.

For more information about how to track AI usage, see this article.

 

AI usage

 

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