This guide gives you a quick look at what you can see and do when setting up your iQualify environment. We’ve kept it high level, with links out to more detailed information if you need it.
Your role
As an account owner, you have the highest level of access in iQualify. This means you can manage people’s permissions and control how your organisation’s environment is set up.
Tip: There can be more than one account owner, but we recommend keeping this role to just a few people. Account owners can also assign the user admin role, which helps with administrative tasks in the Users, groups, and reporting area of iQualify settings.
Understanding iQualify
iQualify is designed to support almost any learning scenario, which means you’ll come across different terms, systems, and product areas as you explore. This overview is here to help you see how the different parts connect, and why the platform is so flexible.
Check out our short video on how courses are run in iQualify.
Learn more: For role-specific permissions, see Overview of roles in iQualify.
Personalising your iQualify environment
Each organisation using iQualify has its own look and feel.
As an account owner, you can:
Add your organisation’s logo (displayed on every page)
Personalise the welcome message and T&Cs
Add learner support information
Managing people and permissions
Within iQualify settings, you can manage the key permissions and access for your organisation. This includes:
Setting permissions for learners and facilitators
Assigning role permissions in Users
Managing groups and reporting to create user groups and generate reports
Using Course collaboration to search for courses by author and update collaborators
Integration
You can extend iQualify beyond the "out of the box" features by integrating with your existing tools and systems. Using our API, you can:
Automate the creation of classes
Enable SSO (single sign on) for simpler logins
In short, triggers from the outside world can add data into iQualify, and events in iQualify can trigger actions in your other systems.
Learn more: Explore examples of how you can integrate and automate with iQualify.
Getting help
If you get stuck, we're here to help. You'll find:
Guided tours when you log in to iQualify
Our support team via in-app chat or via this contact us form.
A Knowledge base with hundreds of articles including collections specifically on Set up and customisation for businesses and Connecting iQualify to other systems
You can also take our free Skills course, Setting up your iQualify environment, for a walkthrough of how to personalise your environment and toggle settings on or off to suit your context.
Not with iQualify yet? Sign up for a free trial or get in touch.