Disclaimer: Some content in this article outlines how to use functionalities that will be publicly released to all clients at the end of February 2024. If you see differences between this article and your platform, check back at that time for updated content.
The 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 Admin menu click on Advanced settings found under the Settings section. Next, you will see a menu found under Main functions.
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.
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.
This tab collects several parameters for the management of users. Parameters are grouped into different areas:
|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 is 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.
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 set email addresses as usernames. When this option is enabled, the Username field is disabled when editing a user to prevent changing its value to anything different than the user's email. If you activate this option, make sure that your users are associated with valid email addresses. Please also note that:
|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 and 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.
|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 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.
|Enable "Remember me" functionality
Enable this option to show the Remember Me option in the login page (both on desktop and 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.
|Maximum number of days the system will remember the user option
Use this option to define how long the system will remember users.
Power User management permissions (Updated!)
|Make the Power User management permission available, allowing Power Users to manage other Power Users and the profiles assigned to them as resources
|Allow Power Users to see the real number of enrolled users and their attendance in the course properties
When this option is enabled, Power Users will see the real number of enrolled users in the Course report, on the Course management page, and on the Sessions tab, but when they will only see the enrollments of the users they manage:
Power Users will then be aware of the number of enrollments left in a course or session before they enroll the users assigned to them as resources.
If this option is disabled, the number of enrollments visible to Power Users only considers the users they manage as resources and not the full user base.
|Display the My permissions tab in the Power User’s My profile page listing the permissions granted to them
When this option is enabled, the My profile area will display the My permissions tab providing an overview of the permissions granted to the Power Users in view-only mode. The My permissions tab is not visible for normal users.
|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.
Use this tab to configure your password policy to protect your platform's privacy.
This tab collects several parameters related to E-Learning courses, divided into areas.
|Use "no answer" option in test questions
When enabled, the No Answer option will be made available in tests for user selection.
|Use "no answer" option in survey questions
When enabled, the No Answer option will be made available in surveys for user selection.
|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 selected 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.
|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.
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 to make it able to play the content for learners.
|Courses & learning plans content curation
Use this area to manage the content curation for your courses and learning plans.
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.
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.
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.
|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:
|Sender email address for alert messages
Set the email sender for scheduled custom old reports.
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.
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. Possible values are from 15 minutes (900 seconds) to 3 hours (10,800 seconds). Please note that the session is automatically renewed every 5 minutes when the course player is active (when a training material is selected in the course syllabus) to make sure that learners can complete the training material without being logged out thus granting accurate tracking.
|Referral cookie expiration
This parameter is used in conjunction with the Content partners app to manage the time validity of the referral links.
|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
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.
Newsletters can be sent in bulk. Use this area to configure the sending procedure.
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, 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.
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:
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: 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 based on 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.
|Course enrollment links
Activate this option to allow course enrollment links to enroll learners in public courses.
|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.
|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 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 opinions 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.
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.
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.
Global search tab (New!)
Use this tab to customize the visibility of the global search tabs. Use the checkboxes next to the tab name to enable or disable the tab's visibility and set the sorting order of the tabs by dragging and dropping them in the list.
- You must select at least one tab.
- For the All results tab to be shown, you have to make at least another tab visible.
- When a tab is not visible, the platform will not search for the type of content related to the hidden tab. If, for example, the Assets tab is hidden, when an asset matches the searched terms, the asset will not be shown in the All results tab, if enabled.
Platform information tab
Use this tab to check the hosting region of your platform.