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Edit your company settings

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The company settings editor contains the core information about your account. If you are new to the LearnLive platform, your account manager will have configured these settings for you in a basic manner consistent with your stated goals for using the platform. If you are migrating from Version 1, these settings have been configured in a manner as consistent as possible with your settings in Version 1. If you need to change these settings, proceed with caution.
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The company settings editor contains the core information about your account. If you are new to the LearnLive platform, your account manager will have configured these settings for you in a basic manner consistent with your stated goals for using the platform. If you are migrating from Version 1, these settings have been configured in a manner as consistent as possible with your settings in Version 1.  
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To edit your company settings:
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===To edit your company settings:===
# From anywhere in the administrative area, click '''Company''' in the main menu on the right side of the page.
# From anywhere in the administrative area, click '''Company''' in the main menu on the right side of the page.
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# From the '''Company''' hub, click '''Edit Company Profile'''.
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# From the '''Company''' hub, click '''Edit Company Profile'''. See below.
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# Click on the '''Edit''' button located in the top right. This will allow you to change your settings.  
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#: [[Image: Company-hub-comany-profile-hilited.png|800px]]
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# On the ''Company Info'' tab, you can edit your company name and contact information. This information should match billing information. Please include a name and phone numbers for someone whom LearnLive can contact in case of a service outage or other emergency.
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# Click on the '''Edit''' button located in the top right. (See below). This will allow you to change your settings.  
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# For ''Industry model'' please indicate the basic industry type for your company: if it is accounting, choose "Accounting: CPE; if legal, choose "Legal: CLE." You may also choose both, or other. This setting will determine the industry-standard jurisdictions and fields of study that appear in some forms, and will affect credit calculations for Compliance.
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#: [[Image: Company-settings-home.png|800px]]
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# When you are finished editing, click '''Save''' in the upper right corner of the page and your will be returned to the company home page.
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===Tab 1: Company Info===
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# On the ''Company Info'' tab, you can edit some basic information about your company.
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#: [[Image: Company-settings-company-info.png|800px]]
# ''This company is a child of'': If this is the "parent" company for your account, this field will not be editable. If the company you are editing is a child of your master company, or even a grandchild, you can edit this field. Doing so will profoundly affect administrative access in some cases, so please contact your account manager or one of our LMS Specialists if you have any questions.
# ''This company is a child of'': If this is the "parent" company for your account, this field will not be editable. If the company you are editing is a child of your master company, or even a grandchild, you can edit this field. Doing so will profoundly affect administrative access in some cases, so please contact your account manager or one of our LMS Specialists if you have any questions.
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# ''This company has the following children'': If the company you are editing right now is your account's master company, there may be child companies listed. In order to edit the settings for any of those child companies, click '''Edit''' and you will relocated into that company context. If you wish to delete a child company, may click '''remove'''. If that child company possesses active users and programs, this option will not be available to you. In that circumstance, please contact your account manager or one of our LMS Specialists to discuss your situation.
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# The ''Name'' field allows you to adjust the name of your company as it is listed in the LearnLive system. This will ''not'' change the name listed for your university. In order to re-name any university, see [[Edit university settings]].
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# ''Company Teleconference Numbers'': If you choose to allow access to webcast audio via teleconference, insert the relevant information into this table. This information will be available to participants in the University in sessions where you make teleconference access an option. See [[Create a webcast]] for more information.
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# The ''Type'' field indicates the basic industry type for your company: if it is accounting, choose "CPE; if legal, choose "CLE." You may also choose both, or other. This setting will determine the industry-standard jurisdictions and fields of study that appear in some forms, and will affect credit calculations for Compliance. You will very seldom have reason to change this setting; please contact an LMS specialist before proceeding if you think it may be necessary.
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# ''Privacy policy, Terms of use, Cancellation policy'': these fields all appear in appropriate locations in your universities. If your organization does not have specific custom policies for these areas, leave the default text in place.
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# ''Sign-In sheets are available to participants theough universities:'' This pertains to the proctoring process. If your company does not use proctoring, leave this setting at ''No.'' If your company does use proctoring, choose '''yes''' or choose '''yes, but require office specific proctor code'''. For an explanation of the difference, and for more details on the proctoring process, see [[Allow a participant to proctor a session]].
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# ''Proctoring policy'': This setting determines the default policy on proctoring classroom sessions. If your company does not use proctoring for classroom settings, leave this set to ''No proctoring''. You can override this setting on a session-by-session basis. See [[Allow a participant to proctor a session]] and [[Add a single program to one or more catalogs]] for more details.
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3 ''Proctoring is availalbe to participants through universities:'' This pertains to the proctoring process. If your company does not use proctoring, leave this setting at ''No.'' If your company does use proctoring, choose '''yes''' or choose '''yes, but require office specific proctor code'''. For an explanation of the difference, and for more details on the proctoring process, see [[Allow a participant to proctor a session]].
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# When you are finished editing the settings, click '''Save''' on the right side of the page.
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===Tab 2: Email Settings===
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This tab contains all of the settings that determine what kinds of emails are auto-generated by the LearnLive system, and in what circumstances. For a detailed description of each of these fields, see [[Edit email settings]] and [[List of auto-generated emails, settings, and descriptions]].
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#: [[Image: Company-settings-email-settings.png|800px]]
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===Tab 3: Tracked Jurisdictions===
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This tab contains a list of all of the jurisdictions that the LearnLive system makes available for tracking. The list represents all state jurisdictions, and many non-state jurisdictions (e.g. AICPA). By default, all of these jurisdictions are available for you (or your end users) to choose for compliance tracking. If you wish to narrow down this list, in effect locking certain jurisdictions out and preventing your users from doing compliance tracking for them, you may do so. You should select those jurisdictions which you DO want to track (they will turn blue), and leave alone any jurisdictions you ''don't'' want to track.
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#: [[Image: Company-settings-tracked-jurisdictions.png|800px]]
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The practical advantage of this is that the list of jurisdictions that users must pick from when setting up compliance tracking is shorter and easier to use.  
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Please note this article does not cover merchant/e-commerce settings that appear in their own tab on this page. For detailed instructions on those settings, see [[Set up a university for paid content and e-commerce]].
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This feature is entirely optionsl, and in many cases not necessary.

Revision as of 21:57, 14 August 2014

The company settings editor contains the core information about your account. If you are new to the LearnLive platform, your account manager will have configured these settings for you in a basic manner consistent with your stated goals for using the platform. If you are migrating from Version 1, these settings have been configured in a manner as consistent as possible with your settings in Version 1.

Contents

To edit your company settings:

  1. From anywhere in the administrative area, click Company in the main menu on the right side of the page.
  2. From the Company hub, click Edit Company Profile. See below.
  3. Click on the Edit button located in the top right. (See below). This will allow you to change your settings.
  4. When you are finished editing, click Save in the upper right corner of the page and your will be returned to the company home page.

Tab 1: Company Info

  1. On the Company Info tab, you can edit some basic information about your company.
  2. This company is a child of: If this is the "parent" company for your account, this field will not be editable. If the company you are editing is a child of your master company, or even a grandchild, you can edit this field. Doing so will profoundly affect administrative access in some cases, so please contact your account manager or one of our LMS Specialists if you have any questions.
  3. The Name field allows you to adjust the name of your company as it is listed in the LearnLive system. This will not change the name listed for your university. In order to re-name any university, see Edit university settings.
  4. The Type field indicates the basic industry type for your company: if it is accounting, choose "CPE; if legal, choose "CLE." You may also choose both, or other. This setting will determine the industry-standard jurisdictions and fields of study that appear in some forms, and will affect credit calculations for Compliance. You will very seldom have reason to change this setting; please contact an LMS specialist before proceeding if you think it may be necessary.
  5. Sign-In sheets are available to participants theough universities: This pertains to the proctoring process. If your company does not use proctoring, leave this setting at No. If your company does use proctoring, choose yes or choose yes, but require office specific proctor code. For an explanation of the difference, and for more details on the proctoring process, see Allow a participant to proctor a session.

3 Proctoring is availalbe to participants through universities: This pertains to the proctoring process. If your company does not use proctoring, leave this setting at No. If your company does use proctoring, choose yes or choose yes, but require office specific proctor code. For an explanation of the difference, and for more details on the proctoring process, see Allow a participant to proctor a session.

Tab 2: Email Settings

This tab contains all of the settings that determine what kinds of emails are auto-generated by the LearnLive system, and in what circumstances. For a detailed description of each of these fields, see Edit email settings and List of auto-generated emails, settings, and descriptions.

Tab 3: Tracked Jurisdictions

This tab contains a list of all of the jurisdictions that the LearnLive system makes available for tracking. The list represents all state jurisdictions, and many non-state jurisdictions (e.g. AICPA). By default, all of these jurisdictions are available for you (or your end users) to choose for compliance tracking. If you wish to narrow down this list, in effect locking certain jurisdictions out and preventing your users from doing compliance tracking for them, you may do so. You should select those jurisdictions which you DO want to track (they will turn blue), and leave alone any jurisdictions you don't want to track.

The practical advantage of this is that the list of jurisdictions that users must pick from when setting up compliance tracking is shorter and easier to use.

This feature is entirely optionsl, and in many cases not necessary.