Luxi

Client Portal Instructions

Step 1. Log into the Luxi Portal

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You will see the 'Learner List' page after you log in.

  • This page will show you the list of Learners you have added to the application.

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Step 2.  Add Departments (Optional)

  • Go to the top navigation and select 'Departments'
  • Select 'Add New Department'
  • Enter your department names, e.g Finance, Accounting, HR

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Step 3.  Add Learners - Individually

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3a. From Navigation bar:

  • Go to the top navigation and select 'Learners'
  • Select 'Add Learner' (L5)
  • Enter all the fields on the form (see 3c)
  • Click 'Create' button

This individual has now been added to your Learner List

3b. From 'Learner List' page:

  • Go to 'Learner List' page (top navigation L2)
  • Click 'ADD NEW LEARNER' button
  • Enter all the fields on the form (see 3c)
  • Click 'Create' button

This individual has now been added to your Learner List

3c. New Learner (User) Form

    • Select 'Learner' in the User Role field if the individual your adding is not an Admin.
    • You can assign courses to this user from this form

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Step 3.  Add Learners - Import/Upload

3d. From Navigation bar:

  • Go to the top navigation and select 'Learners'
  • Select 'Import Learners' (L1)
  • Click on screenshot of page to view instructions (see 3e)
  • Once the csv file has successfully imported, go to the 'Learner List' page to view the new learners.

3e. Import Learner List (must be a csv file)

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Step 4.  Assign Courses

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4a. From 'Learner List' page:

  • Go to the top navigation and select 'Learners'
  • Select 'Learner List' (L2)
  • Under 'Actions' click on the 'Add Course' link for the Learner selected in the table (see 4b).
  • A pop-up form will appear so you can assign courses for this Learner (see 4c).

4b. 'Add Course' Link

4c. 'Add Course' pop-up form

'Course' field selection details shown below

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