DISCLAIMER: The content in this article outlines how to create and manage channels in your Docebo platform. Please note that this functionality is available in the 7.0 platform theme, and isn’t available to customers still using the old 6.9 theme.
IntroductionChannels are streams of topics that include courses and learning plans created by Superadmins. Channels are used to organize content in your platform, allowing users to easily and quickly access training content divided by categories. They can be shown as individual pages or as widgets on widget pages. This article covers how to view, create and manage channels as a Superadmin. It focuses on how to manage channels in those platforms in which Discover, Coach & Share is not activated. If you want to learn more about channels used in platforms leveraging the informal learning approach with Discover, Coach & Share, refer to this article.
Viewing and Configuring ChannelsTo create and manage channels, access your platform as the Superadmin, reach the Admin Menu, then select the Channels item from the E-Learning section. Remember that only Superadmins are in charge of creating and managing channels. This is the main page of the Channel Management, listing all of the available channels in your platform. You can filter the content of the table by clicking on the filter icon on the top left corner of the table to see the complete filters list and to make your selection. Filters are applied in real-time. You can also customize the table layout in order to show only the columns that are relevant to you. Click on the columns management icon on the top left corner of the table to select the columns you would like to include in the table view. Use the cross icon to drag and drop the columns in the list, sorting them according to your needs. When you need to look for a specific channel, use the free text search area on top of the table. All channels will be shown in the list of channels on this page. Every channel’s row shows the following columns: thumbnail, channel name and description, channel type, visibility, content assigned to the channel, and the published column. - In the Thumbnail column, you will see the channel’s thumbnail. - In the Name, Description and Type columns you will see the channel’s name and description and the type of channel: built-in (created by default in the platform) or custom (the channels that you create in your platform). - In the Visibility column, you will see the channel’s association with groups and/or branches. In order to assign a channel to specific groups or branches, access the channel’s page by clicking on its name. Here, in the Properties tab, reach the Visibility section, where you can configure the channel’s visibility. - In the Content column, you will see how many pieces of content are assigned to the channel. Press the content icon to access the content tab on the channel’s page, where you will see all the content that has been assigned to the channel, along with the details of each piece of content. - In the Published column, you can choose whether you want to publish the related channel throughout your platform pages or not. Click on the checkmark icon in the channel’s Publish column to make the channel available. The green icon means that the channel is already visible and published, and the gray icon means that the channel is hidden and unpublished. You can press the icon again to hide (unpublish)/show (publish) the channel.
Creating and Managing ChannelsTo create a new channel, select the add button (New Channel) in the top right corner of the channels management page. In the right panel that opens, write a name for your channel to start creating it, then press the Create and Edit button at the bottom of the page. Congratulations, you have created your new channel! Now you can proceed with its configuration in the two tabs of the channel’s page, Properties tab (where you can customize the channel by changing/adding its name, description and thumbnail, and by defining the channel’s details and visibility) and Content tab (where you can add content to the channel).
Properties Tab (on the Channel Page)Let’s start from the Properties tab. In the General section, add a description for the channel (and change its name, if needed). Please note that you can translate the channel name and description text fields in multiple languages using the multi-language selector tool, which is accessible from the globe icon in the top right corner of the section. Learn more about using the multi-language tool to create multi-language content. Remember that the selected language does not determine the language of the content in the channel, but just the language of the channel details. Then, in the Channel Info section, you can also see the type of channel, but you cannot edit it. In the Thumbnail Composer section, you can compose your channel by selecting an icon and color. Press the Change Icon button to browse the icons catalog and select your preferred one.
Please note that a new icons catalog is available for your platform. Don’t worry, if you are using an icon included in the old catalog, you can continue using it. Instead, if you choose and save a new icon from the new catalog, you cannot use your old icon anymore.To customize the color of the icon and the background, press the pen icon in the corresponding box, then choose a color from the color wheel. Select the tone by clicking on the square. You can also write the color code in the related box if you already have a specific color in mind. Scroll down to the Details section in the Properties tab. Here, in the Sorting field, choose how you want to sort the channel items, either by item name (ascending and descending) or creation date of the content (ascending or descending). Finally, in the Visibility section, define who can view the channel, all users or specific ones (selected groups or branches). Please note that you cannot associate a channel to a single user. If you want to choose specific groups or branches of users who will be able to view the channel, activate the Custom Selection toggle, then type or select groups and/or branches in the corresponding fields. Also, remember to configure the All Channels page or the page including a Channels widget into the user main menu to make it available to your users. Users who are not assigned to any course or learning plan that appears in a channel will not see that channel on any pages. Remember that users cannot give themselves visibility to a channel. Only Superadmins can assign users to channels.