Templates are a way to customize your Learner's experience within the LMS. You can customize colors, images, the Learner Dashboard, the Login Page, add a Public Dashboard, and much more. Only System Administrators have access to Templates.
Templates are tied to Departments, so only Learners with the selected Department will see the Template. The LMS automatically creates a Template associated with your top Department. If you add more than one Template for different Departments, this Template provides a starting point. You can leave the new Template with the same configurations in each section or customize the sections.
- You must click Save to keep the changes you have made on the Template management page. In some cases, you may need to click Save on the item you are adjusting and on the main page. For example, if you are customizing a Tile on the Dashboard, you need to click Save on the modal and on the Dashboard page.
- If you are adjusting colors or images within your LMS, browser caching may prevent you from seeing your changes. View changes in an incognito browser or a browser that has been cleared of its history.
- If multiple Templates are created, Learners that do not specifically match a Template Department receive the Default Template.
- While editing a Department Template, whether it is a parent or child, System Admins automatically impersonate the Department Template. This is indicated by the text displayed in the top left corner of the portal and by the Return to Admin Template button at the top right.
- To save a new Department Template when duplicating a Template, you must make a change on the Manage Templates page and save it for the system to register it as a new unique Department Template.
How to Create a Template
Follow the steps below to create a new Department Template from the Admin Interface.
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From the Admin Interface, open the Setup menu and click Templates.
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On the Templates page, click Template under Add New.
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From the Add Template page, click the drop-down menu and select a Department that does not have a Department Template. After selecting a Department, click Add under Add Template on the right-hand side.
- This takes you to the Template Management page, where you can begin customizing the Template. The Department Template you are creating is not officially added to the list of Templates until a change is made and saved.
When the Inherit Settings of Parent Department option is used universally for a Template — meaning no Template-level customizations have been made — the Template is not listed on the Templates report. This is intended and keeps the Templates report focused on Templates with unique settings. This applies to both newly created Templates and Templates that have been edited to universally inherit settings from their Parent Department.
Department Template Duplication
The Duplicate Department Template feature allows you to copy the configuration from one Department Template to another, as long as both Departments share the same Parent Department. The Duplicate Department Template feature only works if the target Department does not have an existing Department Template.
How to Duplicate a Department Template
Follow the steps below to duplicate an existing Department Template onto a sibling Department.
- From the Admin Interface, navigate to Setup > Templates.
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Select the Department Template to duplicate and click Duplicate Template.
- On the Duplicate Template page, use the Assign Duplicate Template To drop-down to select the destination sibling Department.
- If there are no sibling Departments for the selected Department, the list is empty. You cannot duplicate a Department Template until it has a sibling Department.
- If the destination sibling Department already has a Template applied, an error message indicates that the destination Department must not have a Template applied.
- Click Continue.
- You are taken to the Learner Experience (LE) editor with the duplicated Template.
- The Enable Public Dashboard setting value is not duplicated from the Parent Department.
- After making changes to the new duplicated Department Template (if needed), click Save Template. If you do not click Save Template, the duplicated Template is not saved.
Department Template Tabs
From the Template Management page there are six tabs, each of which manages a different component of the Department Template.
To open a Department Template tab, click the tab and the section opens. Each tab contains a variety of options and toggles. For more information about each Department Template tab, see the following articles:
- Department Templates: Public and Private Dashboards
- Department Templates: Courses Tab
- Department Templates: Login Tab
- Department Templates: Settings Tab
- Department Templates: Theme Tab
Roles and Permissions
Below are the required Role Permissions the Admin needs to access this report and manage Templates. Your environment may use customized Roles, Permissions, or a combination of both to perform these activities. If you have questions or need assistance, contact your local System Administrator to review your current Permissions.
| Role: Section Access | Permissions Required |
| Manage > Templates | View Permission |
| Manage > Templates | Modify Permission |
| Users > Departments | View Permission |
| Users > Departments | Modify Permission |
*Admins can only manage Templates for the Departments they are assigned to oversee in their User Management settings.
**Group Admins cannot manage Templates.
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