Set up Learniverse and publish your first training

Create your account, go through the six setup steps, and open your first published training in your own portal.

A six-step setup builds your portal, the branded site where your people take their training, drafts your first training from your documents and invites your first people.

Before you start:

  • You will be the Owner. Only the Owner can start billing. Co-managers join later, see Invite co-managers.
  • Have a payment card ready. Step 5 starts a 7-day free trial that needs a card. Cancel during the trial and you are not charged.
  • Optional: up to 3 documents your team already uses, such as a handbook.

Create your account

  1. Go to www.learniverse.app/signup.
  2. Choose Continue with Google, or type your work email and a password of at least 6 characters and choose Continue to Learniverse.
  3. With email, you receive a 6-digit code. Type it under Enter the six digits we emailed and choose Verify and continue.

The setup starts right away. Some of its screens say academy for your workspace, course for a training and requirement for a training need.

Set up your workspace

1

Describe your company

Type your full name under WHAT'S YOUR NAME?. Then type your website under WHAT'S YOUR COMPANY? and choose Set up my portal: Learniverse reads your company's name, logo and colour from it. With no website, type your name, then choose I'll customize myself.

On Tell us about your organization, check COMPANY NAME and LOGO & COLOUR (Upload or Change logo, up to 2 MB). WHAT YOUR TEAM WILL SEE previews your portal. Under WHERE YOUR TEAM SIGNS IN, keep the suggested address, such as northwind-supply, or type your own. Pick your COUNTRY and LANGUAGE (the language of your portal and Dashboard), then choose Continue.

Step 1, Tell us about your organization, for Northwind Supply: company name, logo and colour, the portal preview, the sign-in address marked as free, country and language

2

Pick what to train first

Pick Team onboarding, Compliance & safety or Product & skills and choose Use this pack. Or pick Start from scratch, write a sentence under YOUR TRAINING BRIEF and choose Use this brief.

Step 2, What does your team need to be ready for?, with Compliance & safety selected

Learniverse checks what applies to a company like yours, then shows Choose the requirement to start with. Pick a card and choose Continue. It becomes your first training need: who must complete the training, and by when. If nothing fits, choose None of these — I'll describe it myself, write what you need and choose Use this brief. If the check takes too long, choose Skip this.

3

Add your documents

Choose Choose files to upload and add up to 3 PDF, Word or image files, up to 25 MB each. When each one shows Ready, choose Create my course draft and keep the tab open while it drafts. With no files, choose Create my course draft anyway: Learniverse drafts from your starting point.

Step 3, Add the materials your team already uses, with the Northwind safety handbook marked Ready

If a file shows Failed or Delayed, choose Retry or remove it with ×.

4

Review the outline

Review your first training shows the modules and lessons, and three lines:

  • FOR: who must complete it, Everyone or the roles you pick.
  • FROM: the files and web sources the draft used.
  • WHEN: Always available, Repeats (with time for new joiners) or One-time deadline.

Choose Edit to rename modules and lessons, pick roles under FOR (or type one in Add a role and choose Add) and change WHEN, then Done. For bigger changes, choose Rewrite the outline and say what should change. Before the trial you get one rewrite. When it looks right, choose Assign this to your team.

Step 4 for Northwind Supply: the Safety basics outline, For set to Everyone, three sources and Repeats every 12 months, new joiners have 2 weeks

5

Start your free trial

Choose Start 7-day free trial, enter your card at checkout and confirm. You come back to the setup while the lessons are written. See Pricing.

Step 5, Start your free trial to assign this to your team, with the Start 7-day free trial button

If your team already has a plan, step 4's button reads Approve & build course and you go straight to step 6.

6

Invite people and finish

While We're writing your course shows, add people under INVITE YOUR STAFF: choose a STAFF ROLE if one is shown, type the STAFF MEMBER'S WORK EMAIL (and a MOBILE number if you like) and choose Add staff. You can queue up to 5 people here, and add more later from Team.

When Your training is ready appears, choose Turn on the agent. This turns on follow-ups for every training in the workspace: reminders before the due date, then a weekly follow-up until people finish. Then choose See your course (or Invite 1 and see your course).

Step 6 for Northwind Supply: Your training is ready, the agent card with Turn on the agent, and one person queued under INVITE YOUR STAFF

If the build stops, choose Try course build again. Written lessons are kept.

Learniverse publishes the training, emails the invitations and opens the training in your portal, the way your people see it.

The Safety basics training open in the Northwind Supply portal, in the company colour, with Start Learning

Open your Dashboard

The portal has no link back to your Dashboard. To open it, go to www.learniverse.app/home. If you invited nobody during setup, the Dashboard shows a GETTING STARTED card with what is left to do.

Come back later

The setup saves as you go. Sign in at www.learniverse.app/signin to return to the step you left. Forgot password? there emails you a 6-digit code, not a link.

Good to know

  • Give your website if you have one. Without it, step 2 can suggest needs meant for another company with the same name.
  • Each person takes a seat. People over your plan's seats are skipped with learner seat limit reached. See Settings › PLAN.
  • Mobile numbers are for texts. Learniverse turns on texts to Canadian and US numbers when you ask support. Until then, everything goes by email.
  • The agent can wait. Switch on Follow-ups later in Settings › REMINDERS › Modify. AppSumo lifetime plans do not include it; the card reads Upgrade to unlock.
  • Setup runs once. For another location, see Work with several workspaces.

Troubleshooting

"Could not confirm OTP. Please try again." The code was wrong or expired. Sign up again with the same email and use the newest code.

"Enter your name." Choose Do it for me instead, type your name, then choose I'll customize myself again.

"Upgrade to continue using Learniverse." You left the setup unfinished. Sign in again to return to it.

Next steps