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Quick start guide for account owners
Quick start guide for account owners

An overview of things to review and set up before you launch iQualify.

Caitlin Foran avatar
Written by Caitlin Foran
Updated over a week ago

Welcome to iQualify!

This article is a quick look at what you can see and do when you're setting up your iQualify settings. We've tried to keep this as a one-page overview, so we've included links out to more information throughout if you need it.

Your role

As an account owner you have the highest level of access for your organisation. This means you can manage peoples' permissions and how your iQualify environment is set up.

There can be multiple account owners but we recommend this role is limited to a couple of people.

Understanding iQualify

iQualify is a powerful tool! We've built it to enable almost any learning scenario imaginable, and that means that there are lots of terms, systems, and product areas that you might come across over time. We've created this overview to illustrate how the different parts of iQualify hang together, and why it's so powerful and flexible.


Check out our short video on how courses are run in iQualify.

For more on which roles can do what, check out โ€‹Overview of roles in iQualify.

Personalising your iQualify environment

We have many partners using iQualify. But for each of them, when their people log in, they see their branding and logos. So, as an account owner, you get to set the branding for your organisations' iQualify environment on the login screen and logo (visible on every page).

Managing people and permissions

Within iQualify settings you can set up some of the permissions for learners and facilitators. You also have access to user management which lets you give individuals role permissions and set up user groups.

Integration

You can do more with iQualify than what is available "out of the box" by integrating our API (Application Programming Interface) with tools and systems you already use to do things like record learner progress, automate the creation of classes, and use SSO (single sign on) to make logging in more simple.

The general gist is that you can use triggers in the "outside world" to add data into iQualify. And you can use events and data in iQualify to trigger actions in the outside world.

Getting help

If you get stuck, we're here. You'll see a range of help tours when you log in to iQualify and you can always reach to our helpful support team via in-app chat or via this contact us form.

We also have a Knowledge base with hundreds of articles including collections specifically on Set up and customisation for businesses and Connecting iQualify to other systems for account owners.

Or check out our free Skills course Setting up your iQualify environment for a walk through on the sorts of things you can do to personalise your iQualify environment and what you can or set on/off to suit your context.

If you're not with iQualify but would like to be sign up for a free trial or get in touch.

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