Clients act in Avendoo® as a classification system and as a distribution system of different visibilities and rights. To differ content client from user client allows a basic separation of the learning content from personal data of the learners as master data, learning progress or test results.
There are the mass processing functions Copy and Delete for clients. More information about these functions you find under Clients: Mass processing functions.
Enter a definite title for your new client.
Enter the purpose or the content of the client for example.
External reference and reference type
Define an external reference and an external reference type for optimizing structure.
Define the basic properties. All checkboxes are set by default. If you deselect for example the checkboxes “Authors can be created” and “Course activations and users can be created”, you get an absolute content client.
Learning path as default presentation
Define the basic presentation of your learning path. Choose between the up-to-date design of the learning path (with or without status text), the presentation as a table, the presentation as a vertical learning path or the presentation as a learning path with line breaks.
Choose a logo for your new client.
If you have CSS skills, you can configure and change the interface of the user area via CSS programming.
There is the possibility that a FAQ area for the learning place of the users is displayed. Select the checkbox to activate the FAQ area and then define the favoured content per language. You can create and edit the content by using the editor.
To display an own content in the user settings on the tab Informations, select the checkbox “Show additional information in the user settings” and create content per language via HTML/CSS. Thus you can point to the internal support team or you can provide other internal information for example.
The Avendoo® product information is displayed on the tab by default.
In this section you find the standard templates of different e-mail texts. Under Message texts you find message texts regarding the topics Abo, Assessment, Certificate, Community, Course, Course assignment, Course blog, Course management, Essay question, Evaluation, Event, Forum, Knowledge test, Learning object, Login, NT account verification, Notification, Poll, Promotional action, Registration canceled, Tasks, Thank-you e-mail after the event and ePayment.
You can export these templates as CSV, upload new templates and edit existing e-mail texts.
Edit e-mail text
In this section you see the content of the appropiate e-mail template. The e-mail texts can be displayed in German, English, French and Italian. Furthermore you can edit these texts. For more information see Edit e-mail texts
Message texts (Community)
You can edit the following community message texts:
- Event date invitation (speaker)
- Event date inquiry accepted (speaker)
- Event date inquiry rejected (speaker)
- Event date announcement
- New request for approval of deregistration from event date
- Deregistration from event date was rejected
- Deregistration from the event by e-mail
- Registration for event date
- Registration for event date CC
- Deregistration for event date
- Deregistration for event date CC
- Announcement run
To do so, select an already created message text out of the selection field, select the appropiate language selection if applicable, change the title if applicable and edit the message text in the depicted editor.
Required user data
Define if each user should have an e-mail address and if each user should have a cell phone number by selecting the appropiate checkboxes. If you have selected the checkboxes, these data of creating an user are required fields in this client.
Automatic team leader configuration
In this section you can assign the team leader configurations for superiors fully automatically. Superior is who is listed as superior in the user data of his or her employees. See Participant rules → Who is a superior?
You can automatically assign the appropiate organisational entities (OEs) of the employees to the superiors. Following you can only add the organisational entities, but you cannot delete them. This applies for the team leader authorizations, too. The authorizations you assign for the superiors, you can only add in the author backend.
The depth of the authorization you can define per system parameter updateTeamleaderForUser.maxDepth.
Composition of the OE of different fields
By selecting the checkbox “Enable” you define the number of the OE components and the delimiter for these fields. There is an advanced entry of entering the OE in user management.
If the OE is built up of a constant number of components, which are separated by a well-defined delimiter, you can configure it in this section.
You can make an advanced entry of the OE for users created in this client by entering each component separate in the user wizard.
Identity Provider ID
In this section you can enter for CSV user export to which identity provider the client’s users must pass authentification during single sign-on.
Community deep link
Pages in the user area
Define which pages are available in the user area:
- Start page
- Catalogue page
- Calendar page
- Successes page
- Setting page
- Messenger page
- Community page
The community includes functions, which you can define for the whole client in detail.
Learners and authors can record and send private messages if you select the first checkbox. Furthermore you can configure the functions of the community for learners. You can activate and deactivate community messages, personal pin walls and community groups for learners. Also you can define the option if learners can create and manage community groups.
Restrictions on choice of recipients/participants
Define, which addresses from the address book are available for the user by selecting the following options:
- Users from the learner’s OE
- Users from the learner’s region
- Users from the learner’s area
- Users from the learner’s group
- Employees visible only to their superiors and superiors, only to their employees
- Users who already had contact
- all authors
Define for new created users which functions are available for the community message by selecting the checkbox “Activate notification” (notification is a mail resuming unread messages). This option is valid for authors, too. Then you define after how many days the users get a mail resuming unread community messages. Furthermore you can select the checkbox “Activate important messages” if you want to send important messages on short notice independent of the chosen message interval.
Languages available for users
You can select the visible language from all displayed languages for each client. Furthermore you can define a default language which is set for the client.
Define which user profiles are available in the user wizard.
Catalogue of settings
Define which views are available in the catalogue and which view is displayed as standard (List, List with image or Titles). You select the standard view via radio button. This standard view is always available and thus you can’t deactivate the check mark. You can deactivate the availability or visibility of the other views by clicking the appropriate check mark.
Define if Avendoo® should display the catalogue filter by selecting the checkbox “Filter activated”. Furthermore you can define which catalogue filter are to be shown by selecting the appropiate checkbox. Define the order of the catalogue filter by using drag and drop. You can select the following filters:
- Title/teaser (set default on activating the filter/s)
- Learning format
- Suggested locations
- At the latest, dates in
- Time period
- Language for the event date
You select the standard view and visibility of the single views under Catalogue of settings.
Certificate template for a manually generated training inventory
To choose a certificate template, click on the button Choose, select the appropriate certificate template and confirm with the button Select.
On this tab you can add keywords and role to your client.
You can enter and add keywords which can be assigned on this client to different questions. These keywords simplify searching for certain learning content and arrange objects topically together. Therefore you can choose questions with a certain keyword in knowledge tests for example.
Authors with specific rights can create keywords, too.
Create roles for your new client by clicking New. A new window opens. Then you enter the description of the new role in your favoured languages. Later on you can assign the roles to the appropiate users in the user management. Typical roles are for example the coach for communication or the product manager. These roles can be a prerequisite for filling in an evaluation or feedbacks for example.
If you create classifications, they are available as classification filter in the browser area for the user. Likewise authors can filter the course activations of this client via classifications.
To create a classification, enter a title in the required languages and confirm by clicking Apply. Thus you have created the first level of the classification. The classification appears in list under point 1 (see screenshot on the right side).
By clicking add classification value below the list you can add the values which you assign to the course activations and for which you want to filter at a later date. Therefore click on this button and then enter the value in the list. These values are saved via the button save classification value.
Hint: Note that below the list in which you enter the values the button add classification is default at first. Only by clicking add classification value below the appropiate classification the upper input area will be adjusted and the button save classification value is default.
The report “Course activations of a client” is available in the reporting. This report includes all course activations depending on the client with the classifications which are created in the client.
If you want to edit the classifications or the classification values, just use the edit icon in the appropiate line.
On this tab you can make text adaptations for a certain client and a certain language.
You can activate the password policy and you can define the password character categories and the password duration.
A password policy stands for a rule which generates passwords. Administrators and authors can define which password policy should apply. For further information about the password policy in the author backend see author backend -> user management -> clients.
Activate password policy
Select the checkbox “Activate” if you want to define that in this client the password policy is activated for users.
Characters minimum length user
Enter the number of characters which the password for users should have minimum. It has to be a valuee between 4 and 255.
Characters minimum length authors
Enter the number of characters which the password for authors should have minimum. It has to be a value between 4 and 255.
There are basically four character categories: upper-case letters, lower-case letters, numbers and special characters. Enter the number of character categories that the password must contain.
Duration and history
Expiration date in days
Enter the number of days after which the password has to be changed.
Hint: If you want that the password doesn’t expire after a while, enter “0”.
Enter the number of previous password that are not allowed to be reused.