Lmseducation Multi-Tenant Client Onboarding (Delivery)

Lmseducation Multi-Tenant Client Onboarding (Delivery)

1. 01

   Create agency top-level tenant in Lmseducation admin panel

   Log in with your agency account and verify that your white-label portal is set as the top-level tenant. This is the parent structure from which you will provision client sub-tenants.

2. 02

   Provision a new client sub-tenant with branding

   In the multi-tenant management section, add a new institution. Upload the client's logo, set their brand colors, and assign a subdomain under your agency domain. This is where the client's branded portal will live.

3. 03

   Configure SSO for the client

   Navigate to the tenant's authentication settings and enable SAML 2.0, OIDC, or Google Workspace as per the client's identity provider. Enter the necessary metadata or credentials to establish the connection.

4. 04

   Set up payment gateway for the client

   In the tenant's billing settings, input the client's Stripe or Razorpay API keys. This allows the institution to collect payments from their end users directly through the platform.

5. 05

   Assign role-based access for client admins and instructors

   Create user roles (admin, instructor, student) and invite the client's staff. Assign appropriate permissions so they can manage courses and users within their tenant without accessing your agency-level settings.

6. 06

   Generate initial course outlines with AI course builder

   Use the AI course builder to draft outlines for up to 5 courses based on content the client provides. Review and refine these outlines with the client before publishing.

7. 07

   Enable AI proctoring and UID verification for exams

   If the client requires proctored exams, activate the AI proctoring feature in the tenant's exam portal settings. Configure UID verification to match the institution's student ID requirements.

8. 08

   Run a pilot test and hand off to client

   Conduct a test enrollment with a few users to verify SSO, payment, and course access. Once confirmed, provide the client with admin training and hand over the tenant for daily operations.