• What do we mean when we say we offer a 'managed service'? plus-icon minus-icon

    As part of the Skillcast Learning Management System package, no matter what library of content or course options you chose for your business, you are also assigned a dedicated Customer Success Manager from our Customer Success Team. Your CSM will...
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  • Demo Portal - Explained plus-icon minus-icon

    The demo portal is a link https://demport.e-learningportal.com/ for all client administrators to view our most up to date content on a real time basis. It is designed so modules can be previewed prior to launch on the portal or so admins can be ke...
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  • Adding new users (one by one) plus-icon minus-icon

    Adding a new user Log-in to your portal Click “Management Console” Click “User management” on right hand side Click “Add a new user” on the upper right side Enter required information: first name, last name, email, username (is email address) Al...
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  • Adding Multiple users (Part 1)- Introduction and tips plus-icon minus-icon

    Introduction Login to your click > Click on Management Console > User Management > Upload Multiple Users functionality enables administrators to: upload multiple users data at the same time into the E-learning portal download an Excel spreadsheet...
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  • Adding Multiple users (Part 2) - Step-by-step guide plus-icon minus-icon

    Creating your staff data upload file. Login to the Portal > Click on Management Console tab > User Management Upload Multiple Users Domain > Select the correct Staff Domain Click onto the 'Download empty template spreadsheet' or ‘Download templat...
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  • Archiving multiple users plus-icon minus-icon

    To archive multiple accounts, you can follow the steps below. Archiving accounts is used for reasons such as when an employee has left the company, is on Long Term Sick or maternity. Archiving the account in these instances will ensure the employe...
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  • Archiving a leaver plus-icon minus-icon

    Click “Management Console” Click “User management” on right hand side Search for user by name or email address under Keyword search Click on name of the user Change status from Live to Archived and click “Update user attributes on the right  
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  • Searching for users plus-icon minus-icon


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  • Editing user attributes plus-icon minus-icon

    To update the attributes on an employee’s account, you can follow the steps below. Attributes on a person’s account consist of attributes like email address, first name, last name, department, job role, line manager etc.  To update an employee’s a...
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  • Assigning training plus-icon minus-icon

    Assign Training Click “Management Console” Click “User management” on right hand side Search for users or add users Click create new selection Click “Assignments” option on the top right hand red box From add a new assignment Choose Learning path...
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  • Assigning training to multiple users plus-icon minus-icon

    To add training for multiple users, please log in to your training account. When you are logged in, click on the 'Management Console' at the top, then on 'User management' on the right-hand side. Click on 'View advanced search options...' and sele...
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  • Assigning training by role or business area plus-icon minus-icon

    Assign training by Role or Business area Click “Management Console” Click “User management” on right hand side Click View advanced search options In first user attribute dropdown select Role or Business area Click “View all” as shown in the scree...
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  • Audience Groups - Explained plus-icon minus-icon

    Audience groups are used to assign learning paths to groups of users and grant access to other resources, such as portal pages. Audience groups can be static or dynamic. Users are assigned manually to static audience groups Users are assigned to ...
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  • Granting additional attempts for the completion of an assessment when limit has been reached plus-icon minus-icon

    In order to do this, you need to search the persons account in user management, click on their account and select training records - find the failed module from the list and click on it, then scroll to the bottom of the page and change the user at...
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  • Reassigning a training refresher for an already completed module plus-icon minus-icon

      Use the search users procedure to create a selection as below: Click on Assignments Select the Learning path you wish to re-assign as below: Click on Add assignment On the next page, the system will confirm that the records should be reset, cli...
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  • Updating a training module's deadline date plus-icon minus-icon

    When an end user has not completed the training by the deadline provided or requests an extension, you can follow the steps below to change it to a new deadline date.  To complete this you will need access to the User Management functionality with...
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  • Uploading an external/third party SCORM plus-icon minus-icon

    The Skillcast Enterprise Learning Management System can also host SCORMs provided by a third party LMS.  You do have the option for your Customer Success Manager to upload the SCORM for you, this would come at an extra cost. If you are interested,...
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  • Creating email templates plus-icon minus-icon

    First, check with your Customer Success Manager so they can ensure you have access to set this up. Go to Email Notifications > Create template email and complete the following: Domain: Select your staff domain Code: This is only visible to admins ...
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  • Sending invitation emails plus-icon minus-icon

    Sending invitation emails After training is assigned, Under Management Console click Email Communications Then click Send invitation emails at the top right Click preview Emails Scroll to the bottom and click Send Emails
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  • Setting up automated escalation emails plus-icon minus-icon

      First, check with your Customer Success Manager that you are storing the correct information. To set these up, we need to store either; Employee ID and Manager ID or Email and Manager Email of each staff member. Your Customer Success Manager ca...
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  • Setting up Automated Reminder Emails plus-icon minus-icon

    To edit or create automated reminders, follow the below steps: Log in to your training portal Click onto Management Console (top) Click onto Email notifications (right) Click onto Automated reminders (right) There are 3 factors we need to consi...
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