How to access iQualify settings
As an account owner, you can access iQualify settings by selecting your Avatar in the top right, and choosing iQualify settings. The options will automatically open in the left menu.
Once you're in any of the separate iQualify settings areas (such as Identity or Feature settings), you can use the green menu on the left side of the screen to reopen the iQualify settings menu.
What you can manage in iQualify settings
As an account owner, you can customise and manage various aspects of your organisation's iQualify environment, including:
Login Screen: Set up the login screen, logo, and welcome message. Or set a custom menu item.
Feature and permission control: Choose whether specific features (such as Pulses or custom tabs) and permissions (like allowing learners to add a preferred contact email) are enabled or disabled.
User management: Manage user details and permissions.
Group management: Create user groups and view and download reports.
Integrations: Configure integrations with other tools and services.
Tip: We’ve linked to several specific how-to articles and collections above, but most areas within iQualify settings include text explanations for each feature. If you ever find yourself stuck or unsure, reach out to us for assistance.
Note: The user admin role can be assigned to people within your organisation, enabling them to assist with administrative tasks in the Users, groups, and reporting area of iQualify settings.
How to get help with iQualify settings
When logged into iQualify you can access tours and our knowledge base from the Help menu. You can use the Help icon to chat with our AI support agent, Fin.
Fin provides real-time answers and links to helpful resources, and will escalate to our human support team if needed.
Note: In-app chat with Fin isn't currently available on mobile.
