Getting started with TalentLMS

If you’re new to TalentLMS, you might need a little help starting out. To get things moving, let’s walk you through your first steps and point you to a few useful resources along the way.

Help Center

1. Sign in to your TalentLMS account as an Administrator (1).

2. Select the Help Center option (2). From there, you can:

Search through our Knowledge Base articles (3) to familiarize yourself with the platform by reading our detailed guides.
Restart the guided tour (4) to re-explore core functionality.
If you need any further help, you can contact our customer support team using the Contact support option (5).

Note: The Restart tour option is available to the account owner only. Other users don’t have access to this option, regardless of their role.

Basic features

Let’s set up the basics of your portal.

1. Make sure you’re logged in as an Administrator (1).

2. Go to Account & Settings > Portal (2).

3. Under the Identity section, type a name and a description (3) for your site.

4. Type a domain name (4) for your TalentLMS site, i.e. the URL of your TalentLMS portal.

5. Under the Branding section, upload your company logo and your favicon (5) and choose the colors for your TalentLMS portal.

6. Don’t forget to click Save (6).

7. Go to the Subscription tab (7) to review or upgrade your plan.

Let’s leave the other tabs for later.

Course categories

1. As an Administrator, go to Account & Settings > Categories (1). On this page, you can create categories to classify a series of courses that share the same topic. For example, if that topic is Customer Service, then this can be the name of a new course category.

Once that’s done, let’s create a course.

Courses

1. Make sure you’re logged in as an Administrator or an Instructor (1).

2. Go to Courses (2) > Add course (3) to start creating your course. The course editor page will open. The next step is to add content to your course.

3. Type a name (4) and a description for your course and then click Add (5), to choose from the list of content types and start adding some content.

4. Once you’re happy with how your course unit looks and once you’ve configured its unit options, you can publish or unpublish it to activate or deactivate it.

5. Once you’ve added content to your course, click the gear icon (6) to set up the finer details of the course, e.g., adding it to a category and configuring its availability and completion rules. Then, click Save.

6. Click Publish course (7) to activate your course and make it accessible to Learners.

Note: For the detailed guide, click here.

Note: Instructors aren’t able to complete courses that they teach i.e. courses that they’re assigned to with the Instructor role. This is why reports will only include data from users who are assigned to courses as learners.

Users

1. As an Administrator, go to Users (1) and click Add user (2) to start adding users to your TalentLMS platform. If you’re using your portal for employee training, then your employees will be your TalentLMS users. If you also plan on training your customers then set up your user base to include customers that’ll purchase your courses.