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Set up your workspace

This section is the end-to-end guide for a LearnBoard workspace administrator: the person who creates the workspace, connects it to Moodle, brings in colleagues and sets it up for their organisation. Everything here happens in the Admin console, which only a workspace administrator (the Admin role) can open.

At a glance

  • A workspace is your organisation’s own space in LearnBoard. It reads one Moodle site at a time and holds your people, dashboards and settings.
  • LearnBoard reads Moodle and never writes to it, whichever way you connect.
  • Only connecting Moodle is required. Everything else makes the workspace fit your organisation.
  • Each page in this section names the role or permission it needs.

The path, in four stages

Section titled “The path, in four stages”

  1. Create the workspace

    Sign up with your organisation’s details, confirm your email with the six-digit code, and the setup walkthrough opens. See Create a workspace.

  2. Connect Moodle

    Install the free LearnBoard plugin in Moodle and paste one connection code, or connect LearnBoard to the Moodle database with a read-only account. See Ways to connect Moodle.

  3. Invite your team

    Invite colleagues by email and choose each person’s role, which decides what they see. See Users and invitations.

  4. Configure the workspace

    Add your logo and colours, define programmes and campuses, list mandatory training, set certificate validity, enter training costs and schedule email reports.

The LearnBoard setup walkthrough with its steps for a new workspace
The setup walkthrough a new workspace opens on.

Connect your learning platform

Section titled “Connect your learning platform”

Moodle plugin

The quickest way. Install the plugin, paste one code, and LearnBoard reads Moodle through your own Moodle address. No database port is opened. Connect with the plugin.

Database account

Point LearnBoard at the Moodle database with an account that can only read. Connect to the database.

Run the workspace

Section titled “Run the workspace”
Admin consoleEvery administration area in one place, and who can open it.
Data sourcesTest, activate, rename and remove the Moodle connections this workspace reads.
Data freshnessHow long figures stay current and how often they are worked out again.
Reporting configurationActivity label, excluded courses, activity tags, cohorts and time zone.

People and access

Section titled “People and access”
Users and invitationsInvite, change roles, deactivate and delete accounts.
Roles and permissionsWhat each role can see and do, with every permission explained.
People who sign in from MoodleMoodle sign-in, team leads and My learning.
GroupingsProgrammes, campuses, learner categories, partner access and placement modules.

Organisation settings

Section titled “Organisation settings”
Mandatory trainingRequired courses and certificates, who they apply to and the deadline.
Certificate setupHow long each certificate stays valid and which course renews it.
Training cost setupRates and course costs behind Training ROI and Budget utilisation.
Workforce setupOrg roles, the skills each needs, and who holds them.
BrandingLogo, menu colours, chart colours, dashboard title and email sender name.
Scheduled reportsEmail headline figures and CSV files every day, week or month.

Oversight and billing

Section titled “Oversight and billing”
Audit logWho did what in this workspace.
AI transparencyWho asked the AI what, what it read and how answers were rated.
Your subscriptionYour plan, usage, sector packs, add-ons and closing the workspace.