The Learning Management System (LMS) is a valuable tool for sharing software materials and content with partners. The LMS section is divided into a few main categories, which will be covered in this article.
Assets
You can utilize the assets section in your portal to store any materials you want to share with your partner. These materials can include marketing materials (logos, banners, ads, etc.), case studies, success stories, learning materials, and more. To add materials, navigate to the LMS section and then Assets.
Let's start with creating a new folder. Click on New >> Add folder, enter a title, and create.
Once the folder is created, it will appear as shown below.
You can click on the folder name to open it and then, click "New" to start uploading files and folders into the main folder.
When uploading files, you can either enter a public URL or upload a file from your device.
Once uploaded, this is how it will appear.
You can then add tags and share this to all your connected partners directly from here.
Once shared, this will appear on the Partner's Coachbar portal.
Co-Branding Assets
The Co-Branding Assets feature enables users to create, customize, share, and manage co-branded marketing assets. This functionality is accessible under the LMS tab via the Co-Branding submenu. Users can create assets and organize them into folders while maintaining control over editing, approval, and distribution processes.
Key Features
Asset and Folder Creation
Real-time Customization and Theming
Sharing and Approval Workflow
Export and Download Options
Folder Management and Asset Organization
Folder Management
Create a Folder: Organize assets into structured categories.
Move Assets: Relocate assets between folders or to the root directory.
Delete Folders:
Only assets in Approved or Draft status can be deleted.
Attempts to delete assets in other statuses will result in an error message.
Viewing Options
Users can toggle between:
List View: Displays all assets in a structured table format.
Create View: Provides a preview along with available actions.
Creating a Co-Branding Assets
Navigate to LMS > Co-Branding.
Select Create Asset.
Choose a template:
Success Story
Advertisement
Customize the asset:
Modify colors and images.
Drag and drop sections.
Apply themes for uniform branding.
Preview the asset before saving changes.
Click Update to finalize.
Sharing and Collaboration
Click Share to distribute the asset with partners.
The asset appears in the Shared for Review status until editing begins.
While in this status, modifications can still be made by the provider.
Once the partner starts editing, the provider's editing access is restricted, and the status updates to In Review by Partner.
The partner can make changes and submit them for approval.
The provider reviews and either approves or requests further changes.
Upon approval, the status updates to Approved on both provider and partner sides.
Statuses and Actions
Each asset progresses through the following statuses, with unique permitted actions at each stage:
Draft: Initial stage where edits are unrestricted.
Shared for Review: Shared but not yet edited by the partner.
In Review by Partner: Partner has begun editing, restricting provider modifications.
In Review: Co-branding assets are under evaluation before approval.
Waiting for Approval: Partner has submitted for provider approval.
Approved: Finalized asset, available for download.
Export and Download
Assets must be exported before downloading.
Click Export, selecting Word or HTML format.
After export, the Download button becomes available.
Approved assets can be downloaded by both provider and partner.
Future Enhancements
A revised preview mechanism will allow users to approve assets directly from the tile view without navigating into the editor.
Further refinements will streamline the export and download process.
Learning Portal
To enter the Learning Portal, navigate to the LMS section and then, Learning Portal.
Read through the content and then click on "Go to LMS".
This is how your portal will look like.
When you register for Coachbar, we set up a learning portal for you to create courses for your partners and internal users as well.
How to create a course using the portal
By default, the owner of the Coachbar account becomes the administrator of the learning portal, which provides the following accesses.
Under teams, the admin will be able to use and configure the following areas.
Let's create a new course!
Once you click the option, you will be able to see the below view.
You can go ahead and enter a title, description, upload images, etc, and hit save. Once saved, you will be taken to the following page.
Here, you can add modules to your course using the "Add Module" button.
to The upload tab allows you to upload any content including videos that can be viewed. If you wish to create your own, move to the Create tab and select one of the following.
Let's see how creating an assessment looks like
Configure your settings for the assessment using the following area.
From the questions tab, you can click on "Create New Question", to proceed further.
You can select from the available question types and key it in, and save.
Once done, you would need to assign to relevant teams. Teams meaning, your set of partners, or internal staff. Navigate to teams, all teams.
Select the relevant team.
Then, under courses, you will be able to assign a course to the specific team.
You can also see which partners have done courses by checking the partner card.
If you need further assistance, please contact our dedicated customer support team at [email protected], who will assist you with anything else you need. We take pride in providing exceptional service experiences, and our commitment to client satisfaction is at the heart of everything we do.