What are Company Settings and how to use them?
- Gosia Morawska (Deactivated)
What are Company Settings?
Company Settings are used to configure the platform to better suit your needs. They contain options regarding the look and feel of the page, permissions, user data, and data transfers.
How do I use Company Settings?
You can access Company Settings by clicking on your user profile icon>Company Settings
Please note, that to access Company Settings you will need an Admin system role.
Options within the Company Settings
Company Settings are a place where you can configure various options and features:
Company branding: Logos, Banners, Content, Details, Colours, Email design, Invitation email, Team Branding
Content: Q&A, Reviews, Discussion
People: Additional manager permissions, users' permissions to edit their profiles, Bulk deactivate users import
CPD: CPD tracking
Objectives: Preset dates, Custom units, Email reminders
1-to-1s: Visibility options
Security: Time-out settings
Additional Managers' permissions
In the Company Settings>People Tab>Managers permissions, you can decide on a list of options regarding managers' permissions to view and edit users’ data. If a user is a Manager but not an Admin, they will need the following options enabled to perform the actions described:
Allow managers to add, edit and assign surveys and assessments for their direct reports
Allow managers to view survey and assessment responses from their direct reports
Allow managers to set tasks for their direct reports
Allow managers to view reports (people log, content log) on their direct reports
Allow managers to mark content as complete for their direct reports
Allow managers to create dashboards
Users' permission to edit their details
In the Company Settings>People Tab>General, you can tick options to allow users to edit Key Details (Name, Email, Job Title) on their profile details and to edit their Expertise.
Bulk deactivate users
In the Company Settings,>People Tab>Bulk deactivate>Deactivate users, you will have an option to deactivate multiple users at once. Clicking the Deactivate users button will direct you to a 4-step creator:
Step 1: Upload CSV
In this step, you will need to upload a CSV file containing all to-be-deactivated users.
You can download the CSV Template at the top of the page and fill it in, according to the format
Step 2: Review
Check the data from the CSV and how it maps with the data from the system.
You can manually change what Learn Amp field is being represented in the CSV and review Columns without matches
Step 3: Settings
Confirm whether you want to deactivate selected users and review a list of actions from the system in regard to their Tasks, Assessments, 1-2-1, completions, and other records related to the user
CPD tracking
Decide whether the CPD points are tracked in Hours or Points in the Company Settings,>CPD>CPD tracking.
Time-out settings
In the Company Settings>Security, you can enable no-activity timeout, which will log out idle users after the time specified within the settings or, by default, after full 7 days of being logged in.
Site setup
Custom terms
In the Company Settings>Site set up>Custom terms, you can customise the message about the Privacy Policy and Terms and Conditions, that appears for users that log in to the site for the first time.
If the options: Enable company Terms and Conditions and Enable company Privacy Policy are ticked, you can add a custom link to the message, that users have to accept to use the site.
You can change the company name appearing in the message by writing it in the Preferred business name box.
Google Analytics
In the Company Settings>Site set up>Google Analytics, you can paste your Google Analytics UA code or GA4 code to add Analytics tracking to your site.