System Settings: Global

To access, navigate to Settings on the side menu, then select System Settings from the Platform Settings:

IMPORTANT:  Changes will not be updated until the SAVE button is clicked at the very bottom of the page.

Homepage Template

1. Click “Global" from the top menu
2. Select a Homepage Template you would like your site to have, the following options are available:
   • Default:  Your primary homepage, shown to users by default
   • Login Only:  Allows existing users to login
   • Login with Registration:  Allows existing users to login and allows external users to register
   • eCommerce:  In addition to allowing login and registration, eCommerce also allows users to purchase eCommerce items from the login page if applicable
   • Visitor:  Allows only visitors to login or register

Scroll to the bottom of the page and save to update your changes

Community Settings

This option can be enabled if you would like to redirect visitors to a specific Community page.

Scroll to the bottom of the page and save to update your changes

Username Settings

Here you can modify the behavior of user forms:

Suggested Worker (Learner) username

• Automatically generate a suggested username in "firstname.lastname" format

• Automatically generate a suggested username using Worker (learner) email

• Force the user to use the suggested username

Modify username

• Allow managers (manager) to modify usernames

• Allow businesses (business) to modify usernames

Scroll to the bottom of the page and save to update your changes

Cookie Policy

Here you can customise your cookie policy by entering your own text if you prefer not to use the default version. 

Scroll to the bottom of the page and save to update your changes

Course Settings

Here you can customise the following course settings:

1. Enable PDF Export

2. Allow courses to be 'auto-marked' by Admin

3. Allow course assets to be logged

Scroll to the bottom of the page to save to update your changes

Workflow Settings

Here you can customise the following Workflow settings:

1. Show worker (learner) workflow/s on login if not completed.

2. Show candidates (candidate) workflow/s on login if not completed.

3. Allow users to access other modules if they haven’t completed their assigned workflows.

Scroll to the bottom of the page and save to update your changes

Training Record

Here you can customise the following Training Record settings:

1. Show Reflective Journal

2. Show Training Record based on Financial Year

3. Auto-approve training records added by worker (learner)

4. Notify manager when training record added by worker (learner)

Scroll to the bottom of the page and save to update your changes

Global File Settings

This setting controls how files open across the platform.

Open Supported Files in a New Tab for Preview (No Direct Download)

When enabled:

• Supported files will open in a new browser tab for preview.

• The file will not automatically download.

• Supported file types include:
  .pdf, .jpg, .png, .gif, .webp, .csv, .txt

When disabled:

• Supported files will download directly to your device.

• Other file types, such as .doc, .zip, and .xlsx will always download, regardless of this setting.

Scroll to the bottom of the page and save to update your changes

Global Manager Settings

Here you can customise the following Global Manager settings:

1. Allow managers (manager) to add new worker (learner) accounts.

2. Allow managers (manager) to assign/unassign courses to worker (learner).

3. Allow managers (manager) to assign/unassign frameworks to worker (learner).

4. Allow managers (manager) to register worker (learner) to events.

5. Allow managers (manager) to upload files and add expiry dates for worker (learner).

6. Allow managers (manager) to view worker (learner) CPD Overview.

7. Allow managers (manager) to view/edit notes saved against a user.

8. Allow managers (manager) to Manage User Profile Tabs.

Scroll to the bottom of the page and save to update your changes

Global Business Settings

Toggle ON to enable contractor accounts. This is useful if you'd prefer not to create contractor accounts manually

Scroll to the bottom of the page and save to update your changes

Save your changes

Please ensure you press SAVE at the bottom of the page to save your changes.