Knowledge base Rise Up

Administrator Guide: Introduction to the Platform

  • Updated

Welcome to Rise Up, your integrated solution for effective learning management within your organization.
This guide will walk you through the essential steps to configure and explore the key features of the platform.

Prerequisites:
Administrative access to the Rise Up platform settings
A pre-configured company logo in 500 x 500 pixels format
Hexadecimal color codes for your brand colors

 1. Introduction to the Platform

Intuitive Navigation

Easily access the different sections of the platform via your homepage, integrating a management menu on the left , your settings on the right , as well as your navigation bar for quick access to main features. 

2. Roles and Functions Setup

The platform offers different user roles, each with specific permissions and functionalities to address various management and learning needs. These roles control access to content while ensuring secure management of your resources. Here is an overview of the available roles, classified by levels of responsibilities and access:

Generalsettings_permissions.png

5 Available Roles 

Administrator

Administrators hold the highest level of control over the platform. They are responsible for:

  • Setting up the initial configurations;

  • Creating and managing partner platforms as well as user accounts, including those of other administrators;

  • Developing and assigning courses and learning paths;

  • Managing course and path enrollments;

  • Ensuring the management of platform communications and legal documents.

There can be multiple administrators simultaneously, and good coordination is essential to maintain platform integrity.

Partner Administrator

Partner Administrators manage their respective partner platforms, but cannot perform configurations, a responsibility exclusive to internal Administrators. Their main tasks include the creation of courses and users within limits defined by the Administrator.

Designer

Designers focus on the creation and structuring of courses and learning paths. They design and propose new courses and certifications, subject to Administrator approval unless direct publication is authorized:

  • They can view user statistics but are not allowed to create user accounts;

  • Depending on platform settings, they can enroll users in the courses they have designed or manage broader enrollments. They can collaborate as co-designers.

Choose whether designers can only view and edit their own courses or all courses. Also, determine their ability to create and modify learning paths and other resources. For designers who are full-time training professionals, it is advisable to grant them more latitude and freedom. This will prevent blocking situations that might waste your time.

Generalsettings_designer.png

Community Manager

Community Managers moderate and animate discussions on forums and the news feed, fostering a dynamic community environment.

  • Communicates with all communities;

  • Creates discussions/moderates exchanges.

Facilitator

Facilitators lead classroom or virtual sessions, ensuring the effectiveness of content delivery. They can be:

External Facilitator: They are not regular users of the platform and are external to the company. They cannot enroll or take courses as learners, but have access to e-learning modules relevant to the courses they facilitate.
Internal Facilitator: Existing employees designated to lead classroom sessions. They retain their original permissions and access rights.

Learner

Learners are the primary users of the platform, focusing entirely on their personal development. They access the courses and resources available on their designated platform and can view their own progress in the form of statistics without being able to modify platform settings or configurations.

3 Available Functions 

Group Manager

Group managers oversee user groups, especially for companies managing large volumes of learners. They handle group statistics and course activities and have the option to directly enroll their group members if this option is set by an administrator.

  • Administers a group;

  • Validates group member enrollment requests for training;

  • Accesses member statistics and communicates with them;

  • Creates/edits users for their group and enrolls members in training.

Allow group managers to create and manage groups.
Specify if group managers can edit users within their groups or confirm their own course enrollments. Additionally, note that managers are only authorized to view data for the groups they manage.

Generalsettings_groupmanagers.png

Authors

Determine if authors need validation to publish courses or if they can publish directly. Set permissions for authors to create online, in-person, or both types of modules.

  • Allows a learner to create training content;

  • Creates new trainings;

  • Views and edits the trainings they are assigned to as designers.

Generalsettings_authors.png

Facilitators

  • Manages and facilitates a classroom session;

  • Contacts session participants;

  • Facilitates the session and manages the attendance sheet;

  • Follows participant statistics and assesses their skills.

Generalsettings_facilitators.png

3. Company Information and Platform Customization

Enter the essential details of your company, such as the name, address, and legal information. These details will be integrated into the legal documents and communications of the platform, ensuring regulatory compliance and personalization of the user experience.

Customization

Adapt the appearance and functionality of the platform to reflect your brand, ensuring a consistent and professional user experience.

Access the 'Settings' , select 'Customization'.

4. User and Subscription Management

Subscription Tracking and Optimization

Use the integrated tracking tools to monitor the number of active user accounts and efficiently manage your subscriptions, allowing you to anticipate future licensing needs. Avoid capacity overruns and optimize resource allocation, while also learning how to suspend or remove inactive users to optimize license usage.

Generalsettings_myplan.png

Training Customization 

Terms of Use and GDPR Compliance

Customize cookie settings to meet privacy and security requirements. Ensure your configuration complies with GDPR regulations, thus protecting your users' personal data.

Generalsettings_GDPR.png

Authentication and Security Settings

 Integration Configuration

Easily integrate external tools such as Zoom and MS Teams to extend the platform's capabilities and support virtual learning environments.

  • Issue: Difficulty accessing certain platform features.
    Solution: Ensure you have the necessary permissions to access the desired features. If the issue persists, contact your system administrator or Rise Up support for assistance.

    Issue: Logo upload problems.
    Solution: Verify that your logo is in the correct format (e.g., PNG or JPEG) and meets the required size of 500 x 500 pixels. If the issue persists, try clearing your browser's cache or using a different browser.

    Issue: Users can't log in.
    Solution: Check if the user account is active and that the correct login credentials are being used. Ensure that required authentication methods, such as two-step verification, are properly configured.

    Issue: Course content not displaying correctly.
    Solution: Ensure the course content has been properly uploaded and published. Check for compatibility issues with the user's browser or device.

  • Can I customize the appearance of the platform?
    - Yes, you can customize the colors, logo, and login page of the platform to match your brand. Access the 'Customization' section in the settings to make these changes.

    How do I manage user roles?
    - Access the role management section in the settings to assign and modify user roles. Ensure you have administrative permissions to make these changes.

    Is it possible to integrate third-party tools with Rise Up?
    - Yes, Rise Up supports integration with various third-party tools such as Zoom and MS Teams. You can set up these integrations through the 'Integrations' section in the settings.

    What should I do if I encounter a technical issue?
    - First, consult the Rise Up support documentation and FAQs for solutions. If the issue persists, contact Rise Up support for assistance.

  • For further assistance, submit a request:
    [Rise Up Support Request]

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