CleverLMS White-Label Client Portal Setup (Onboarding)

CleverLMS White-Label Client Portal Setup (Onboarding)

1. 01

   Log in to the CleverLMS admin panel and navigate to the 'White-labeling' section.

   Upload the client's logo, set brand colors, and configure the custom domain for the web portal. This ensures the client sees their own branding immediately.

2. 02

   Configure the mobile app branding under 'Mobile App Settings'.

   Set the app name, icon, and splash screen to match the client's brand. Prepare the app package for submission to Google Play and the App Store under the agency's name.

3. 03

   Create user roles and permission sets in the 'User Management' area.

   Define roles for client admins, managers, and learners. Assign granular permissions to control access to courses, analytics, and reporting features.

4. 04

   Set up the initial course structure using the 'Course Builder'.

   Create course categories for onboarding, compliance, and sales training. Add the first three course templates with quizzes and completion tracking as per the client's requirements.

5. 05

   Enable gamification features in the 'Motivation' settings.

   Activate points, badges, and leaderboards to drive learner engagement. Customize the reward rules to align with the client's training goals.

6. 06

   Configure the BI-powered HR analytics dashboards.

   Select the key performance indicators (KPIs) to display, such as course completion rates, assessment scores, and time spent. Set up automated weekly email reports for client managers.

7. 07

   Test the offline access and real-time progress tracking.

   Simulate a learner session on a mobile device in airplane mode to verify offline content delivery. Confirm that progress syncs correctly once the connection is restored.

8. 08

   Hand over the portal to the client's HR admin with a training session.

   Walk the client admin through the admin panel, showing how to enroll users, assign courses, and view analytics. Provide documentation and schedule a follow-up check-in after two weeks.