Docebo Companion: Administration guide

Introduction

Docebo Companion is a Web Browser Extension (WBE) that brings relevant learning closer to where work happens. By integrating with the Docebo platform, Companion provides timely, contextual training based on the webpage you’re viewing - helping you access the right knowledge without switching tools. Alongside curated learning materials, learners can also use Harmony search to quickly find answers or discover additional resources directly from the browser. Once logged in, Companion automatically recognizes the page you’re on and surfaces the most relevant content, making continuous learning easier, faster and more natural throughout your day.

Docebo Companion is a two-part system, a set of curated pages configured as spaces and a web browser extension that is connected to your platform.

This article is aimed at platform administrators who wish to learn about configuring Spaces for Companion.

More information

• For more information on the browser extension, please see Docebo Companion: Using the browser extension. 
• If you wish to install it as part of your organization's default browser policy please see Deploying Docebo Companion using Google Workspace.
• For frequently asked questions, please see Docebo Companion: Questions and answers.
• For more details about Companion's information security and privacy overview, please visit our Trust center page (opens in a new tab).

Custom properties and branding

Docebo Companion allows you to configure custom properties as well as the web browser extension's look and feel by changing the icon displayed in the floating button, the login title text and the primary color used.

Configuring custom properties

To access the custom branding area, go to Navigation menu > Content and delivery (folder icon) > Companion and then press the Properties tab and select Configure.

There, if you wish to enable a notification to install the browser extension to learners, press the checkbox marked Enable install message to the learners.

When you are satisfied with your changes, press Save Changes.

Configuring custom branding

To access the custom branding area, press the Properties tab and select Branding.

• Updating the floating button icon
  Drag and drop an image file into the file drop area or press Browse your files to select an image to upload.

  Please note:

  • The format of the image must be PNG
  • The dimensions of the image must be 1024x1024px exactly
  • The maximum filesize is 4MB

• Updating the login title
  By default the login title (the text at the bottom of the web browser extension, displayed when you log in and also serves as the text used in the browser extension for the drop-down menu), is set to Learn whilst you work. To change this text, enter your updated text into the Title textbox.

  Best practice: Docebo recommends that you use the name of the platform that your users are familiar with such as Acme Academy.

• Updating the main color of Companion
  By default Docebo Companion uses #0C48D9 or rgb(12, 72, 217) as a default color value. To change the color, either enter the HEX code into the Color text box or press the colored box at the end of the text box which will open a color picker where you can select the appropriate color from within the displayed spectrum. Alternatively, you can use the dropper in the color picker window to select any visible color on screen.

When you are satisfied with your changes, press Save Changes.

Configuring domain access

Companion can be configured to accept either an allow-list or a block-list, giving you more control over where the browser plugin can be active.

Please note: You cannot create an entry for a domain that is listed as visible in the space area.

To access this feature, press the Domains access list tab and enable the checkbox labeled Enable access list of domains.

Next, you will be presented with a choice to configure lists for allowed or blocked domains. These lists are exclusive lists, meaning that any domain you place in the allow list represents the complete list of domains that Companion will be able to work with. Conversely, the blocked domains list represents the complete list of domains that Companion will not be able to work with.

Select your preferred list by pressing the respective radio button and then press the Add domain button to add a domain to your list.

In the resulting slide-in panel, give your entry a meaningful name and add the domain URL to be allowed or blocked. To finish adding a domain, press the Add button.

Tip: Adding https:// is optional in the domain URL field.

If you wish to add more domains, press the Add domain button for each domain you wish to add. If you wish to edit an added domain, press the Edit button in each domain's row. For deleting an entry, press the Remove button.

When you are satisfied with your changes, press Save Changes.

Configuring Spaces for Companion

To access Spaces, press the Spaces tab in Companion. Next, for your first access, you will be presented with a blank screen inviting you to create a new space. Press the New space button to create your first space.

Next, give your space a name and add a URL for the space. 

This will allow you to utilize the browser extension on that particular domain. When you have entered the required information, press Create and edit to continue.

Please note:

• Pay attention to the complete URL you are associating, make sure to check if the URL uses www, for example.
• Pay close attention to the placement and usage of wildcards in the URL.

The next step is to assign content to your space. This will allow you to refine the type of content, which can be courses, assets or learning plans, that will be displayed when a learner visits this particular space. Different spaces can have different content criteria allowing you to, for example, assign courses pertaining to your HR guidelines when someone visits your HR system or display compliance learning plans when your users visit a finance site. To assign content to your space, press the Assign content button.

Next, in the slide-in window, you can select courses, assets or learning plans by pressing the appropriate tab. You may select up to ten items spread across these three areas in total. When you are done assigning content to your space, press the Assign button.

Next, press the Save changes button located at the bottom of the screen.

You can now change to the content tab of the space and review the content you have added. If you wish to unassign content from a space, simply press the Unassign button next to the content you wish to remove, then press Save changes at the bottom of the screen. If you would like to add more content, you can press the Assign content button to return to the content selection screen. Content can be reordered by dragging the items within the list to a new position. The order displayed in Companion will match the order you set here.

When you are satisfied with your choice of content, you may publish the space which will make it available to the browser extension. Change the drop-down menu marked as Unpublished to Published and press Save changes.

Your space will now display as a card in the main Companion screen. To navigate to this screen, press the Companion link in the navigation breadcrumbs.

There you can see the name of the space, the URL associated with the space, whether it is published or not and how many pieces of content are assigned to the space. You can unpublish the space by pressing the switch in the top right corner of the card, you can delete the space by pressing the trashcan icon in the bottom right corner of the card and you can return to the configuration screen for the space by pressing the Edit button.

Tip: The configuration of learning spaces is optional. Companion can be used without learning spaces, allowing learners to interact with the Harmony functionality directly in their web browser.