What are Company Settings and how to use them?

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

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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

• Dashboards

• Language & Locations

• Content: Q&A, Reviews, Discussion

• Skills

• 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

• Imports

• API & sFTP

• Site set-up

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 set tasks for all levels of their managed users

• 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

Option Descriptions

Note: “Direct reports” and “managed users” refer to users managed by an Override manager

Allow managers to add, edit and assign surveys and assessments for their direct reports
This option enables managers to create new surveys and assessments, modify existing ones, and assign them to their direct reports (users they manage through override management).

Allow managers to view survey and assessment responses from their direct reports
When enabled, this allows managers to access and review the responses submitted by their direct reports for any assigned surveys or assessments.

Allow managers to set tasks for their direct reports
This permission allows managers to create and assign tasks specifically to their direct reports, helping them guide and monitor progress on individual objectives or activities.

Allow managers to set tasks for all levels of their managed users
This setting extends the task-setting capability beyond direct reports. It enables override managers to create and assign tasks to all users within their management hierarchy — including sub-managed users (those managed indirectly through other managers).

Allow managers to view reports (people log, content log) on their direct reports
When this option is switched on, managers can access reporting insights such as activity logs and content engagement reports related to their direct reports, providing visibility into progress and learning activity.

Allow managers to mark content as complete for their direct reports
This permission enables managers to manually mark learning content as complete on behalf of their direct reports — useful for tracking offline training or confirming completion outside the platform.

Allow managers to create dashboards
This allows managers to build and customise 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:

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Step 1: Upload CSV

In this step, you will need to upload a CSV file containing all to-be-deactivated users.

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

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