The Admin interface is organized into navigation categories along the left menu. Each category groups together the settings and tools for a specific part of your business, so you can find what you need without digging through unrelated menus.
This article breaks down every navigation category and what you can do within each one.
Overview
The Admin Homepage is split into distinct categories—Courses, Events, Users, Reporting, eCommerce, Site, Panorama, Apps, and Settings—each accessible from the left menu. Selecting a category expands it to show the pages available within it.
A few things to keep in mind:
- What you see is scoped to your permissions and role, so not every admin/manager sees every category or page.
- Settings live near the working area they apply to, so related tools are usually grouped in the same category.
- You can choose from different color modes, including a high contrast dark grey option, to fit your preference. These are user specific.
- Panorama context also shapes the menu, each admin/manager sees only the options available to their Panorama and client role.
Tip
If you don't see all of these options in your left menu, contact your Account Manager to learn more about upgrading your package or add-ons.
Search the Admin Console with ⌘K
Admin Search is a command palette that gets you anywhere in the Admin Console in a few keystrokes. Open it from the search field at the top of the left menu, or press ⌘K (Ctrl+K on Windows) from anywhere in the admin experience.
Beyond page navigation, the palette includes personalized shortcuts, a list of your recent work, one-click quick actions, and direct search for specific records such as courses, events, and users, so you don't need to open each management page first.
What's in the search palette
When you open the palette before typing anything, it displays the following sections:
- Spotlight: Highlights a helpful new tool, starting with a shortcut to AI Usage. Select Go to to open it, or select the X to dismiss the Spotlight.
- Your pins: The pages and items you've pinned for one-click access. Pins stay at the top of the palette so your high-frequency tasks are always within reach.
- Recents: Your recently visited destinations and recently edited items, such as courses, learners, or custom code, each with a timestamp so you can quickly pick up where you left off.
- Quick actions: Common tasks you can start directly from the palette, such as Create a new course, Create a new event, Create a new user, Bulk import learners, and Export or print certificates.
- Explore: Browse and search records by type, including Courses, Events, Tags, Learners, Managers, Pages, and Panoramas.
Note
Search is available automatically, with no configuration or feature flag required.
To use search:
- Open the search field at the top of the left menu, or press
⌘K/Ctrl+Kfrom any admin page. - Start typing a term, such as a page name (SSO, Asset Library), a task (auto enroll), or a specific record like a course title or learner name.
- As you type, results appear under Quick actions and Best matches. Each match is labeled with its type, such as Courses, Events, Learners, or Managers.
- Select the result you're looking for to open it directly. Press ESC to close the palette.
To pin a page or action:
- Open the search palette and find the page, item, or quick action you want to pin, either by typing or from Recents.
- Hover over the result and select the pin icon on the right.
- The item now appears under Your pins each time you open the palette. To remove it, select the pin icon again.
To find a record with Explore:
- Open the search palette and scroll to the Explore section.
- Select a record type, such as Courses, Events, or Learners.
- Search for or select the specific record to open it directly.
Note
Search results, pins, recents, and actions are all permission-aware and respect Panorama boundaries, so each admin sees only the records, pages, and actions available to their role and current Panorama context. Pins and recents are specific to each admin.
Courses
| Navigation Option | Description |
|---|---|
| All Courses | Create, edit, and manage individual content items, including outlines and settings. |
| Asset Library | Add to and manage your Asset Library for scalability. |
| Grading | Grade assignments and assessments. |
| Settings | Global settings and custom configurations that apply to content experiences, including Snippets, Recommendation Assessments, Competency Assessments, Global Resource Library, Organization & Display, and Content Types. |
Events
| Navigation Option | Description |
|---|---|
| All Events | Create, edit, and manage individual events and sessions. |
| Settings | Connect to webinar providers so you can build Virtual Instructor-Led Trainings, webinars, and custom events. |
Users
| Navigation Option | Description |
|---|---|
| Learners | Search and manage your full learner list, access individual profiles to update details and password settings, bulk import learners, edit role requirements, and export learner data as CSV or JSON. |
| Managers | Add and manage manager users by default or custom role, view role permissions, create and edit custom roles, and export manager data as CSV or JSON. |
| Notifications | Set up new notifications or manage default notifications sent to users, including Learner Notifications, System Notifications, and Manager Notifications. |
| Registration | Global settings and custom configurations that apply to registration, including Registration Codes, Redemption Codes, Onboarding Survey, and Learner Info. |
| Auto Assignment | Automatically enroll learners in courses or learning paths based on rules you define, reducing manual work while keeping enrollment consistent. |
Reporting
| Navigation Option | Description |
|---|---|
| Reports | Run out-of-the-box reports for site activity, learner actions, or ecommerce. |
| Create | Create custom reports to fit your needs. View and share the reports created by you and your team. |
| Favorites | Easy access to the reports you use most often. |
| Schedules | View, edit, and manage your existing scheduled report deliveries, recurring sends of reports, Looks, and Dashboards. |
eCommerce
| Navigation Option | Description |
|---|---|
| Products | Add and manage eCommerce products like subscriptions, collections, or physically shipped items. |
| Coupons | Set up global coupons for your site. |
| Subscription Coupons | Set up coupons specific to subscriptions. |
| Settings | Integrate with native eCommerce and set up taxes. |
Site
| Navigation Option | Description |
|---|---|
| Branding | Set up your site's theme colors, logo, fonts, and more. |
| Site Builder | Configure the design of your site and all the ways learners will navigate it. Includes Layouts, Pages, Navigation Links, Header, Footer, Custom Code, and My Support/FAQ. Add custom code, in this area, for a personal touch. |
| Settings | Manage site languages, redirect users, and launch your instance when you're ready to go live. |
Panorama
| Navigation Option | Description |
|---|---|
| Panorama | Leads to the list of all Panoramas. Selecting a Panorama name opens that experience in a separate tab. |
Apps
| Navigation Option | Description |
|---|---|
| Apps | Leads to the apps interface, where you can discover the features and integrations available to your instance. |
Settings
| Navigation Option | Description |
|---|---|
| Setup | Set up cookie banners, school time zones, and email settings, including Primary and Email settings. |
| Tags | Create, edit, and delete tags to organize and categorize content across your instance. |
| Translations | Edit the terms used across your site and in system email notifications, including Platform Translations and Email Translations. |
| Certifications | Configure which fields are available for content authors to use on certificates and in transcripts. |
| Gamification | Set up awards and badges for learners to earn. |
| Connections | Set up third-party integrations like Google Analytics, a BI Connector, or Salesforce, embed tracking scripts for additional analytics, and configure SSO. |
| Integrations | Connect Thought Industries for Slack (open beta): pull content into your learning environment from sources like Zendesk, and push learning content and notifications to destinations like Slack. |
| Security | Find your API key and set iframe options. |
| AEO | Optimize your learning content so it's discoverable, understood, and surfaced by AI-powered tools like ChatGPT, Google AI Overviews, Gemini, and Perplexity—helping your content appear directly within AI-generated answers or as a cited source, rather than requiring users to browse multiple links. |
| AI Usage | Monitor and manage AI feature usage across your instance. |
| Conversational AI Learning | Let learners find answers, discover relevant content, and enroll in courses using natural language, asking a question and getting a clear response with links to the most relevant content, instead of browsing catalogs or guessing keywords. |