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Managing the Platform Advanced Settings

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Docebo Module
  • Learn
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  • Administrators

Introduction

Docebo's platform Advanced Settings allow you to manage site configurations at a global level to create the desired user experience but also help determine important defaults such as timezone, password requirements, email preferences and what content tags are allowed in your system. It is important to review all of the options available and make configurations that meet your business needs. 

Advanced Settings Options

From your Docebo Admin Menu click on Advanced Settings found under the Settings section. Next, you will see a menu found under Main Functions.

advanced properties Explore each section within this menu and configure your preferred settings. Depending on the options/integrations activated in your platform, you may see extra tabs in the Advanced Settings area. This article describes the options enabled by default. 

Learn More

Most Advanced Settings are referenced within the individual article that pertains to the associated functions. To learn more about these settings and how they impact your user experience and platform operations review the related articles linked in the sections listed below.

Self Registration Tab

Use this tab to configure the behavior of the self-registration feature on your platform.

Users Tab 

This tab collects several parameters for the management of users. Parameters are grouped into different areas:

Options

  • Send verification email at first login: when this option is enabled, users will receive an email upon their first login to verify their email address. Further information on verification emails on your platform.

  • Hide the Personal Info tab except for the avatar image in the My Profile area for all users: use this option to hide all of the fields of the Personal Info tab, except for the avatar image in the My Profile area for all users.

  • Hide the Preferences tab in the My Profile area for users and Power Users:  use this option to hide the Preferences tab in the My Profile area for users and Power Users. The tab will still be visible for Superadmins.
  • Make the language selected during the pre-login mandatory steps the user’s default language: enable this option to set the language preferences selected by users during the pre-login phase to read and give consent to the conditions of use as their preferred language. When this option is enabled, it’s highly suggested to keep the Hide the Preferences tab in the My Profile area for users and Power Users option disabled so that users can see the Preferences tab in the My Profile area. Usage Tip: When activating this option, create a shortcut to the My Profile / Preferences tab to make it easier for learners to manage their language preferences (for example, use the Custom Content Box widget embedding the URL of the My Profile page).
  • Upon sign in, users are prompted to fill in the mandatory fields related to their profile: when this option is enabled, users will be forced to enter the missing mandatory additional fields when connecting to the platform. Enabling this option can be useful to collect user data when introducing new additional fields. Further information on user additional fields.
  • Allow Power Users to import users also in the branches they are not assigned with: this option is disabled by default, meaning the Power Users can by default import users only in the branches they manage.
  • Apply additional fields visibility based on branch nodes: activate this option to enable the possibility to manage the visibility of user additional fields to branches. Further information on how to manage the visibility of additional fields.
  • Show full name as "Firstname Lastname": this option regulates the way user names are displayed on the platform. By default, names are shown as Lastname Firstname. Use this option to revert the order to Firstname Lastname.
  • Automatically calculate password: use this option to enable the platform to automatically generate a password for users, upon creation. Further information on the platform password management policy.
  • Use Email as Username: use this option to use email addresses as usernames. When enabling this option, make sure that your users are associated with valid email addresses. Please note that:
    • the email address used as the username is the one associated to the user in the Users menu of your platform. If users update their email address in their personal area, their username is not updated to reflect the new email address, while when the Superadmin or the Power User (with granted permissions) updates the user email address in the Users menu, they can also decide to update the username.
    • when creating or updating users via API or through SSO (Single Sign-On) provisioning, you must provide values both for the email and for the username, even when this option is enabled. 
  • Privacy policy MUST be accepted: when this option is enabled, users will have to accept the privacy policy to access the platform. If this option is not enabled, Superadmins are still able to access the Privacy Policy configuration area in the platform to create and manage the privacy policy, but it will not appear to users on the login or registration page of the platform. We suggest keeping this option disabled while the privacy policy is in draft mode, then activate it after creating the first policy in your platform. Further information on Privacy Policy.
  • Terms & Conditions MUST be accepted: when this option is enabled, users will have to accept the platform terms & conditions to access the platform. If this option is not enabled, Superadmins are still able to access the Terms & Conditions configuration area in the platform to create and manage the platform Terms & Conditions, but they will not appear to users on the login or registration page of the platform. We suggest keeping this option disabled while Terms & Conditions are in draft mode, then activate it after creating the first version in your platform. Further information on Terms & Conditions.
  • Anonymize Deleted Users: while this option is enabled, the deleted users’ data is stored in the platform in anonymous mode and it will no longer be possible to retrieve it, even by disabling the option. This option is enabled by default if you have activated your platform after September 2, 2021.

Change Password

  • Prevent users from changing their password: when this option is enabled, users will not see the Change Password tab in the My Profile area (on desktop and on mobile) and in the My Profile widget as well as the password reset option in the login form. This option applies to both the desktop and mobile versions of the platform. This option is enabled by default when the Show only SSO buttons and hide login form toggle is enabled in the Configure Branding and Look menu of your platform so that users logging into the platform with the Single Sign On do not have the option to change their password in the platform, and will keep the one set in the Identity Provider. The configuration of this option does not affect Superadmins.

Login

  • Enable "Remember Me" Functionality: enable this option to show the Remember Me option in the login page (both on desktop and on mobile). When users select the option, the platform will no longer ask them to enter their username and password to log in, but will automatically log them in upon connection.
  • Use the Maximum number of days the system will remember the user option to define how long the system will remember users. 

Other Options

  • Maximum number of consecutively failed sign-in attempts: Use this option to set the maximum number of consecutive failed login attempts. Please note that by putting 0 in this text box, you will set an unlimited number of login attempts. Please note that the default number is 3, but you can overwrite that number based on your preferences. Further information on the password policy.
  • Redirect user on logout: From this area, it is possible to set a URL to which users will be redirected once they log out of the platform. Press Activate, then type in the URL where you want to redirect your users after they log out from the platform. Press Save to complete the operation. The changes will take place upon the next login. Please note that this option works only if Single Sign-On is not enabled in your platform.
  • Maximum number of users that can be deleted without running a background job: The massive deletion of users can be run as a background job, so you can continue to perform other actions on the platform while the mass deletion takes place. Use this option to set the maximum number of users that can be deleted without running a background job. This parameter is set to 1000 by default, if you leave it empty, it will be set back to the default value.

Password Tab

Use this tab to configure your password policy in order to protect your platform's privacy.

E-Learning Tab

This tab collects several parameters related to E-Learning courses, divided into areas.

Options

  • Use "no answer" option in test questions: when enabled, the No Answer option will be made available in tests for user selection. Further information on tests.

  • Use "no answer" option in survey questions: when enabled, the No Answer option will be made available in surveys for user selection. Further information on surveys.
  • If this option is enabled, a multiple-choice test question that's only partially correct will be marked as incorrect (for example, if the user flags only two out of three correct answers): when this option is selected, when a user answers a multiple-choice question in a test and his/her answers are partially correct (i.e. they flagged only two out of three correct answers), the question is marked as incorrect.
  • Use pixels instead of cm in the certificate generation, allowing greater precision in generated certificates: use this option to use pixels instead of centimeters when generating certificate templates. Further details on certificates.
  • Show course after enrollment: Enable this setting to force the user, after a self-enrollment, to navigate directly to the course player. This setting applies to theme 6.9 only.
  • Directly play first item (or resume the last played object) when entering a course: use this option to force learners to see the first course training material upon entering courses. This option is used as a general setting for all the courses in your platform, but you can manage it at course level in the Course Advanced Properties tab.

Other Options

  • Soft Deadline: When a soft deadline is enabled, the course and its training material can be accessed by users even after the end date has passed. The soft deadline is calculated on the enrollment validity period. So if this setting is on, the enrollment expiration date is not calculated. The configuration of this option is overridden by the Soft Deadline option configuration in the course properties, Time Options tab.
  • Iframe Allow List: In your learning platform, you can embed videos, text, and pages from other websites into specific text boxes of HTML pages used as training material. Use this area to insert the URLs allowed to be embedded in your platform. Further information on HTML pages used as training material.
  • xAPI (Tin Can) External Content: When using xAPI (Tin Can) content in your platform, before you can link xAPI content as training material in a course, you must first create a predefined list of authorized links in this area of the platform in order to make it able to play the content for learners. Further information on xAPI content.
  • Courses & Learning Plans Content Curation: Use this area to manage the content curation for your courses and learning plans. 

ILT Tab

Use this area to manage the booking of the same room for different sessions at the same time, and to customize the attendance sheet for classroom sessions.

Use the Enrollment Invitations via External Calendar option to enable the possibility of integrating external calendars (such as Google Calendar) to manage enrollment invitations for ILT courses. When this option is active, Superadmins will be able to manage its activation at course level and configure the behavior of calendar invitations for every session.

Please Note! In order to activate this feature, please contact Docebo (via the Help Center, or through your Account Manager if your plan includes this option) and ask for Enrollment Invitations via External Calendar to be enabled.

Learning Plan Tab

This section allows you to configure the redirect behavior for users completing a course inside a learning plan. Further information on learning plans.

Course Catalog Tab

The Course Catalog section is used to configure the behavior of the catalogs available in the platform. More information on catalogs. 

Channels Tab

If Discover, Coach & Share is active in your platform, from this tab you can activate the option to allow users to see the courses in which they can self-enroll in the channels they have visibility on. When this option is enabled, learners can filter the courses included in channels using the View only courses in which I’m not enrolled filter in the Enrollment Status filter area. When this option is disabled, that filter is not visible. Learn more about self-enrolling into courses from channels.

Virtual Coach Tab

Use this area to activate the platform Virtual Coach to allow users to interact with the artificial intelligence in the platform. More information on Virtual Coach and the platform Artificial Intelligence. 

PENS Tab

Use this area to activate the PENS app. PENS is a standard that provides a protocol for authoring tools to directly send course packages to E-Learning platforms. Further information on PENS.

Advanced Options Tab

This section collects options used to configure different areas of the platform.

Advanced Options

  • CC this email address for all emails sent by the platform (except for the recover password email): The platform may contact users via email for several reasons (such as notifications and newsletters). Use this option to set an email address that will be put in CC for every email sent, except for the following situations:

    • For security reasons, if the User has been created (by administrator) notification is enabled, upon user creation, the platform will send two separate emails: one to the newly created user and one to the CC email address. This will prevent the person in CC to access the password reset link of the newly created user if the [user_password] shortcode is included in the notification text.

    • The emails sent by the scheduled new custom reports are not sent to the CC email address by design.
  • Sender email address for alert messages: The platform may send alert email messages to users. Set here the sender's email address for these messages.
  • Return path: Use this parameter to set the email address where all email notifications are sent. If a notification email is sent to a user with an invalid address, the mail server will reply with a new email notification to inform that the email does not exist. If an email address is defined as the return path, the email will also be forwarded to this address.

  • Session lifetime: The number of seconds of user inactivity the platform will wait before closing the user session. When a session is closed, the user is logged out of the platform and they will have to log in again to start a new session.

  • Referral cookie expiration: This parameter is used in conjunction with the Content Partners app to manage the time validity of the referral links. Further information on content partners.
  • Automatically send users to the mobile version of the platform if they are using one of the following User-Agents: Use this option to redirect users accessing the platform from the mobile devices listed here to a splash page prompting them to download Go.Learn. User-agents must be listed in the text area, with the following format: ['android','iphone','ipod','ipad','opera mini','blackberry','webOS']. Please note that these values are case-sensitive. If you enabled the option to show the redirect window on mobile browser in the Configure Branding and Look menu prompting to open or download the mobile app, make sure to set empty square brackets [] for this field or to leave the field empty.
  • Max number of elements per page: Use this option to set the maximum value of elements returned by a query. This value applies to both the page size in the API paging mechanism and the paging elements rendered on the screen. If a feature does not have pagination, this value represents the maximum value of the elements rendered on the screen. Note that for performance reasons, some APIs, as well as some pages, are not subject to this configuration setting. Please note that this option only applies to theme 6.9, and it does not work for theme 7.0.
  • Enable debug for SCORM API: Select this option to activate the debug of SCORM API. Learn more.
  • Add an extended list of parameters to xAPI (Tin Can) launch URL: When this option is enabled, the following additional parameters are added to the URL of the xAPI (Tin-Can) training material, when opened: course code, course id, username, and user Id. In addition, a hash key is appended to the Tin-Can URL for security reasons. The hash permits checking if the provided parameters are valid or if they have been modified.
  • Newsletter: Newsletters can be sent in bulk. Use this area to configure the sending procedure. Further information on newsletters.

Security Related

This section includes parameters concerning platform security.

  • Enable IP control within sessions: When this option is enabled, the platform checks that all of the operations performed in a session are executed from the same IP address. If not, they are blocked.

  • Disable simultaneous access with the same account: When this option is active, a user cannot access the same platform simultaneously, from different sessions. With this option enabled, a user can access the platform only from one device and only from one browser at a time. If the user is viewing a video training material inside of a course and has more than one tab opened on the same browser, when they leave a tab, the video is paused in the tab they left. The user can have more than one active tab at the same time on the same browser, but cannot have more than one video active at the same time. In this way, as a Superadmin, you can be sure that the learning experience is compliant with policies requiring that your users don’t take more than one course simultaneously, in order to guarantee your users the planned number of training hours. By disabling simultaneous access, when a user accesses the platform from different sessions at the same time, they will be logged out from the oldest session.
  • Clickjacking prevention: Your platform can be iframed by external URLs, making it vulnerable to clickjacking attacks. By enabling this option, only the URLs on the iframe allow list will be allowed to iframe your platform, preventing you from being induced by malicious attackers, click links or third-party pages performing actions in the platform. The clickjacking prevention system implemented in Docebo is based on the Content Security Policy Level 2, which is not available on all browsers. Check out if your browser is supported (opens in a new tab). Define the allowed URLs in the dedicated text box. This area accepts IPv4, IPv6, string aliases like “localhost”, wildcard character “*” for subdomains of a given domain (http://*.example.com) thus indicating that all the subdomains are included, wildcard character for ports “*” (http://www.example.com:*) thus meaning all legal ports are included in the selection. The following APIs are available for the management of the clickjacking feature:
    • PUT manage/v1/clickjacking/status: enables or disables the clickjacking feature
    • GET manage/v1/clickjacking/status: returns the feature activation status
    • PUT manage/v1/clickjacking/whitelist: edits the domains on the allow list
    • GET manage/v1/clickjacking/whitelist: returns the list of the allowed domains
    • DELETE manage/v1/clickjacking/whitelist: clears the allow list

In order to improve the security of all platforms, the clickjacking prevention feature is enabled by default on all platforms for all new implementations as of April 30, 2021. For existing implementations, we strongly recommend activating and configuring it as soon as possible. When the clickjacking function is activated on your platform, the allow list will automatically inherit any previously configured third-party integration and those URLs will be added to this feature’s allow list. The platform itself will be allowed access by default but this will not be visible in the allow list.

For Salesforce Integration Please Note: If you are embedding Docebo into Salesforce then the following URLs will also be added to the allow list: https://*.docebo.cloud, https://*.salesforce.com, https://*.force.com, https://*.visualforce.com.

  • Send immediate notification digest on massive enrollment action: When this option is active, an extra step is added to the mass enrollment flow, so that the Superadmin can select whether to send the Digest: user enrolled to a course notification to the newly enrolled users filtering them on the basis of their enrollment level (learner, instructor or tutor). If using this option, make sure that the Digest: user enrolled to a course notification is properly set in the Notification App. Please note that when this option is selected, it will no longer be possible to schedule the Digest: user enrolled to a course notification and you will only have the option to send it manually. 

Other Options

  • Course Enrollment Links: Activate this option to allow course enrollment links to enroll learners in public courses. Further information on enrollment links.
  • Activate the "Send Notification" option when Admin creates a new user: When this option is selected, the Send User has been created (by administrator) notification to new user toggle is by default enabled when creating a new user in the platform. 

New Reports

  • Report Download Permission from Link: Select this option to allow Power Users to enable or disable the option (that you find in the Properties tab of a custom report in the New Reports menu) requiring users to log in to the platform in order to download the report using the link they received via email or at the end of a background job. If you don’t select this option, Power Users cannot activate nor deactivate the option in the report. More information about the option.

Date and Time Tab

Your learning platform allows you to deploy online and blended training all over the world, which is why every platform uses the Timezone feature, allowing you to manage different time zones in your platform. Use this tab to manage the timezone options, as described in the dedicated article of the Knowledge Base.

Social & Rating Tab

You can share your learning activities on major social networks such as Twitter, Google Plus, and LinkedIn directly from your platform. Enable this option globally in your platform from this area. Learn more on social sharing. You can also enable a course rating system in your platform to allow learners to express their opinion on the courses they attend, helping other users to understand the value of courses. Use this area to enable this option at the platform level. Further information on ratings.

Email Preferences Tab

Use this area to configure the email addresses that will be used to send emails to platform users for billing and product-related communications.  In addition, Docebo uses DomainKeys Identified Mail (DKIM) as a method to validate the platform domain name identity associated with the email messages sent by the platform via the Notification App, so that they will not end up in a recipient’s junk email folder. Further information on the DKIM configuration.

HTTPS Tab

Use this area to set up the HTTPS App. Further information on this app. 

Teams and Managers Tab

For those using the My Team functionality, use this area of the Advanced Settings to configure notifications and managers’ permissions. Further information on My Team.

Tags on the Deny List Tab

Use this area to manage the tags on the deny list for the auto-tagging functionality managed by the platform Artificial Intelligence. For further information on tags on the deny list, check out the Knowledge base article on content curation.

Learning Impact Tab

Use this area to enable in-platform notifications for Docebo Learning Impact. 

When this option is enabled, learners will receive an in-platform notification for initial evaluation surveys when Docebo Learning Impact has been enabled. More details about Docebo Learning Impact.  

Skills Management Tab

Use this area to enable full skills catalog visibility.

When this option is enabled, users and Power Users will be able to add any skills to courses and assets, regardless of the skills’ custom visibility settings. Learn more on how to manage the skills of your users.

Platform Information Tab

Use this tab to check the hosting region of your platform.