Step 1 — Initial Platform Setup

Before inviting any users, configure the outbound email server so that welcome emails and password resets work.

1. Navigate to Admin → System Settings
2. Under Email Configuration, enter your SMTP server details:
   • Server hostname, port (587 for TLS), and protocol
   • SMTP username and password
   • From address (e.g. noreply@yourdomain.com)
3. Click Save then Send Test Email to verify delivery

If you don't have an SMTP server, services like SendGrid, Mailgun, or Amazon SES work well. Use port 587 with TLS.

An Organisation is the container for all your users, courses, and content.

1. Navigate to Admin → Associations → Create
2. Choose type: Organisation
3. Enter a name (e.g. “Acme Learning”) and description
4. Click Create — you are automatically the organisation owner

Keep a note of the organisation's ref (the short code in the URL) — you'll use it to add members and link content.

1. Admin → System Settings → Site Name — this appears in the browser tab and outbound emails
2. Set your default language if not English

1. Navigate to Admin → Users → Your profile
2. Confirm your name, email, and security level (must be 3 for admin access)
3. Set up MFA now if your policy requires it

Step 2 — Add Your Users →