Getting Started with Your Portal

Welcome to your Konvert™ Portal!

Konvert™ is easily administrated and allows for customizations to meet your needs. Our guide to getting started is designed to help you set up your portal and familiarize yourself with portal administration features and functionality. Let's get started!

1. CREATE AN ADMINISTRATOR GROUP AND INVITE PORTAL ADMINS

We recommend that you start by creating an administrator group with portal admin privileges. After creating the group, invite any administrators who will be involved in the portal set-up process. To access the Groups page, click the drop-down menu in the top-right corner of the homepage and click the Groups link. 

To learn more about creating groups, visit the Adding Groups article. To learn more about adding users, visit the Adding New Users article.

2. ACCESS THE PORTAL ADMINISTRATION SECTION OF YOUR PORTAL

To access the Portal Administration page, click the drop-down menu in the top-left corner of your portal homepage and select the Portal Administration link. From the Portal Administration page, you can access the:

  • Learning Management System Module Administration page where you can create and manage learning modules (Available with the LMS).
  • Progress Reports page where you can view progress and proficiency by user and account (Available with the LMS).
  • Certificate Administration page where you can create and manage LMS certificates (Available with the LMS). To learn more, visit the Creating and Managing LMS Certificates article. 
  • Metric Reports page where you can view Portal, LMS and DAM metrics (Available with the LMS and DAM). To learn more, visit the Metric Reports article. 
  • Digital Asset Management Administration page where you can manage your Digital Asset Library (Available with the DAM).
  • Audit Log page where you can view a register of every action or event that has taken place in your portal (Available with the LMS and DAM). To learn more, visit the Access the Audit Log article. 
  • Portal Settings page where you can manage general settings, user security settings, support settings and advanced settings (Available with the LMS and DAM).

We recommend that you navigate to each page to get familiar with portal administration features and functions. 

3. CUSTOMIZE YOUR PORTAL NAME, DISPLAY NAME AND SUBDOMAIN

Konvert™ administrators can easily customize the portal name, display name and subdomain. To customize these settings, navigate to the Portal Administration page, click on the Portal Settings card, and click on the General tab.

  • Portal Name. The portal name is for administrative purposes and is not visible to your users.
  • Display Name. The display name is visible to your users and is used in the welcome email sent to users when invited to the Konvert™ Portal, as well as the password reset email. 
  • Subdomain. Your portal will always be accessible at this URL, even if you also have a custom domain set. Example subdomain: https://company.konvertapp.com

Custom domains are available with the Professional Plan and Enterprise Plan. Contact the Konvert™ Team to upgrade your plan or set up a custom domain. 

4. ENABLE USER SECURITY SETTINGS

Two user security settings, Logout Inactive Users and Force User Password Change, are available in your Konvert™ Portal. To enable these settings, navigate to the Portal Administration page, click on the Portal Settings card, and click on the User Security tab. 

To learn more about the Logout Inactive Users feature, visit the Enable Logout Inactive Users article. To learn more about the Force User Password Change feature, visit the Enable Force User Password Change article. 

5. CREATE YOUR SUPPORT PAGE

Once your support page is created, a Need Support? link will be available at the bottom of every page and can direct your users in how to contact you should they need assistance. To create your support page, navigate to the Portal Administration page, click on the Portal Settings card, and click on the Support Settings tab.

To learn more, visit the Creating A Support Page article.

6. CUSTOMIZE YOUR HOMEPAGE LAYOUT

Konvert™ administrators can easily create and customize homepage layouts. 

To learn more about homepage layouts, visit the Getting Started with Your Homepage article.