System Management Settings

System Setup

When your “Account” is initially created, the LSVT Team prepares your “System” for you as part of the initial setup process. Your organization is a “System” within the VT Platform, and in a prior article, we looked at the “LSVT Hierarchy” and saw how the Systems, Themes, and Locations all work together – as they are all under the umbrella of a “System.”

In this section, we will walk through the System settings so you understand what they are and how they work so that you can edit and administrate them as you need.

To navigate to System Management, open the Super User Dashboard and select “101 System Management”, located under the Account (100) section.

From the next screen, you’ll be able to select the “System” that you wish to edit (or if you only have one, it will default to that one).

The “Update System” tab has a lot of sections – use the left side menu to navigate.

After you make any changes, be sure to select “Save” (or Update) at the bottom of each section before moving on to the next.

Edit System

System Information

• Exit URL
  • This is the link that a User will be sent to once sign out. Typically this is set to your main website (if you have one) or your sign in page that we create for you.

Content Containers

Here you can customize the instructions that users/managers see on the front end when selecting Content Roles and Access Levels for users. Examples are:

• Access Levels: Specify below the Access Level desired for this user – the Access Levels determine if this user is a Manager that can view reports, or just a standard Employee. A user can be set to only one Access Level at a time.
• Content Roles: Content Roles determine what content a user sees, you can set a user to as many content roles as desired.

System Feature Toggles

Below are the System settings and notes about how they work and what they do, and the default setting for each.

1. Assigned Training Enabled – Default Yes
   • This will allow you and your Manager level users to use the “Assigned Training” feature
2. Search Enabled – Default: Yes
   • This will turn on/off the search feature.
3. Favorites Enabled – Default: Yes
   • This will turn on/off the Favorites feature.
4. Likes Enabled – Default: Yes
   • This will turn on/off the “Thumbs Up” Likes feature.
5. Show Chapter Extras (TC Tubes) – Default: Yes
   • This will turn on/off the “tubes” that appear below Chapter titles in the training center.
6. File Vault Active / Friendly Name – Default: Yes
   • This will turn on/off the File Vault. You can also rename the File Vault here.
7. Show Teams – Default: Yes
   • When teams are ON, each Location has their own ability to create their own teams. The team names are Location specific, they are not shared across your whole System.
     • Use Teams Plus – This setting puts the teams into a “genealogy” – where when the Access Level “Manager C” (Access level 6) is set to a “Team Leader” – then they only see users that are on their team.
8. Show Lock Username/Password – Default: No
   • If your System utilizes SSO or SAML – typically your Usernames and Passwords are managed through your own / different backend CRM, and changing those settings within LightSpeed would break that connection. If this setting is enabled, it will prevent your Users from being able to reset that information from within LightSpeed.
9. Show Lock Username – Default: No
   • This is similar to the one above, except it is just for Usernames.
10. Show Multiple Accounts – Default: Yes
    • This settings allows you or your Users to easily “jump” between different Accounts. For example, if one of your Users has access to Closer School and also LSVT Army (two separate Systems, two separate logins) – they will be able to select their profile icon in the header and quickly “jump” from one Account to another.
    • Enable System Accounts Only – enabling this will limit Users to being able to “jump” between different Locations within a single System.
11. Notes Enabled – Default: Yes
    • This will activate or deactivate the Notes feature in the Training Center.
12. Calendar Enabled Default: Yes
    • This toggle will turn the Calendar off and on.
13. Google Analytics Account ID
    • This is an account number specifically for you. It allows you to utilize your own specific Google Analytics Account to track usage around your system.
14. Auto Login – Default: Yes
    • This will setting will keep a user signed in until they select “Sign Out” or 2 weeks passes.
15. Keep-Alive – Default: Yes
    • This feature is similar to the one above, it will keep the user signed in until they select “Sign Out”
16. Next Course Slider – Default: Yes
    • If this is enabled, after a User completes a Course, a list of Courses will appear below their final Test Summary giving them suggestions on which Course to take next. This is automatically generated at the moment to point them to the “Next” Course (in order by Rank).
17. Postables – Default: Yes
    • If selected, this feature will allow users to access and share Postables that have been created for their system. To read more about the “Postables” feature, click here.
18. Show Social Media Bar – Default: No
    • This will enable/disable sharable social media links that will appear on the left side of the screen (on all screens) – Here you can also limit who can see this bar by their access level. For more information on this, please see this page .
19. Cell Phone Required – Default: No
    • If this option is set to Yes, all users will be required to have a cell phone listed on their account. If a user does not have a cell phone, they will be required to provide one when logging in.
20. Lock User Account – Default: No
    • This will allow you to add extra security to your System by locking the User out after X number of login attempts. They will need to contact Support to confirm their identity and unlock their Account after that.

Language Settings

1. You can enable “Google Translation” – if set to “Yes” – an option will appear in the Footer to allow you to translate all text on the page. This is done through Google and is a machine translation.
   
2. Advanced Localization – if this is enabled it will allow users to select any language available from the list to translate the System – this option is all done with manual translators and also includes several different dialects of certain languages. Note: This option only translates common areas of the platform – any area of the platform that is “Content Managed” is not translated by this feature.

For example – your Carousel Panels and Welcome Message are all manually content managed – those will need to be translated in their respective admin areas.

Location Settings

Here you can set the “Max Users Exceeded Error Message.” If a Location has a Maximum Users limit, and an admin attempts to create another user, this is the error message they will see on the screen.

The Default text is: This location has exceeded the maximum number of active users. Please contact support.

Typically you will want to customize this for your own system to include your own support contact information.

Message Deliver Options

These settings control which message delivery options are available to users of the System.

Once these options have been toggled to YES, they become available to add to each user. This flexibility allows some users to opt for Emails, Text Messages, or LightPad messages only, based on their personal preference.

Once toggled to “Yes”, a new tab will appear on both the Location “Manage Users” screen and the Super User Dashboard, “202 Manage All Users” screen, for the users of that System.

Adding each delivery option to a User will prompt you for more information, either adding an email address or phone number for text messages.

Once the delivery methods have been added to each user, when you create a new message in the LightPad and choose the recipients, an icon will appear next to the users name based on which delivery method is available.

1. Message Delivery – LightPad Default: Yes
   • This will turn on or off the ability to send a message to other users via the LightPad.
2. Message Delivery – SMS Default: No
   • This will turn on or off the ability to send a text message to other users from the lightpad to the user’s cell phone.
3. Message Delivery – Email Default: No
   • This will turn on or off the ability to send a message to other users from the lightpad to the user’s email. (Note: In order to reply to the message, the user would have to login to the system and navigate to the LightPad.)
4. Sendgrid Subuser
   • This feature in progress and not yet ready for LIVE.

Watchdogs

The Watch Dog feature is a series of reports where a “watch dog” is placed at certain areas of the System and “barks” when it sees something it is told to look for. It can push these reporting details out to you via email and/or SMS Text Messages. These reports can be activated under System Settings, and configured per location as desired.

1. Watchdog Enabled Yes/No Default: Yes
   • This will turn on or off the Watchdog reporting feature. Check or Uncheck each Watchdog below to activate or deactivate it.
2. Training Expectations Friendly Name
   • Here you can update the name of the report to something different if desired.
3. Progress Report Friendly Name
   • Here you can update the name of the report to something different if desired.
4. User Tracker Friendly Name
   • Here you can update the name of the report to something different if desired.
5. Certification Friendly Name
   • Here you can update the name of the report to something different if desired.
6. Leaderboard Activity Friendly Name
   • Here you can update the name of the report to something different if desired.

Certification Settings

1. My Certification Name
   • Here you can update the name of the Certification to something different if desired.
2. Certification Reports Name
   • Here you can update the name of the Certification to something different if desired.

Usage Reports Friendly Name

1. My Usage Name
   • Here you can update the name of the Usage Report to something different if desired.
2. Quick Links Usage Name
   • Here you can update the name of the Usage Report to something different if desired.

Report Card Friendly Name

1. My Report Card
   • Here you can update the name of the Report Card to something different if desired.
2. Quick Links Report Card Name
   • Here you can update the name of the Report Card to something different if desired.

Pass Back URL Settings

The pass back feature is an easy way to create a seamless experience for your users between LSVT and your application – or to make it easier to collect basic data about a user without the need to use our full ADMIN API.

There are a fixed number of optional parameters, or data elements about a user that LSVT can pass back to you via URL parameters. This could be used to allow a user to be passed back to your site and/or application – possibly already signed in, or to simply create a user in your system with the extra data provided.

We can quickly configure your system to pass these URL parameters of your choice, simply contact Client Care via Phone Call or Email to accomplish this.

1. Pass Back URL
   • The URL that you would like to pass data to
2. Info included into URL
   • Choose the data that you’d like to send
3. Use info encryption
   • If checked, the data that is sent in the URL will be encrypted
4. Main Menu Button Text
   • This option is no longer used on version 6
5. Main Menu Button Target
   • This option is no longer used on version 6

Learn more about Pass Back URL’s

Main Menu Banner Messages

This is where you will customize the two banners located on the main menu below the system module buttons.

Main Menu Welcome Message Config

On this screen you can add different welcome videos based on the user’s access level or content role.

Discussions – Training Center

This setting adds a “Discussion” area at the Course level of the Training Center where Users can post ideas or information about the Course.

Discussions are System based – that means all users from all Locations can view the same Discussion and participate.

Enabling discussions is a two step process, the first step is to enable it in the system settings and the second step is to enable it on the course itself.

Step 1: Enable discussions in the System Settings

1. Allow Discussions
   • Enables discussions
2. Notification Account
   • The account that is notified when new discussions are posted

Step 2: Enable it on the Course

When creating or editing a course, you will find the “Allow Discussions” under the “Settings” tab.

Once enabled, a “Discussion” tab will appear next to the “Chapters” tab in the training center.

Users can click on the discussions tab and start sharing their thoughts.

Notes and Attachments

You can add any Notes or Attachments to your System for any use – such as logging contract changes, etc.