Initial Setup
Essential configuration steps for new Training Manager implementations.
For System Administrators
Company Settings
Configure your organization's basic information, time zone, currency, and display preferences. This includes setting up billing email, default time zone, currency symbol, and personnel name formats.
→ Company Settings Configuration
User Setup
Create initial user accounts with appropriate roles and permissions. Set up System Administrators, Data Administrators, and Viewers with the correct access levels and scopes.
System Configuration
Configure system-wide security policies, authentication requirements, and session management settings to ensure proper system security and user access control.
→ Security Settings Configuration
For Data Administrators
Selection Fields
Set up custom dropdown options for various data fields throughout the system. Configure standardized choices for classifications, shifts, and job roles.
Categories and Organization
Create organizational structure by adding locations, personnel groups, and course categories. This establishes the foundation for data organization and reporting.
→ How to Add or Remove Locations (FAQ)
Common Setup Tasks
Email Template Settings
Customize email templates used for training session reminders. Set up professional email formatting with your organization's messaging.
→ Email Template Configuration
Security Settings
Implement two-factor authentication requirements, configure login session duration appropriate for your organization's needs.
Next Steps: Learn about user permissions to understand system roles and access levels.