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Guides for Your Institution
Get started
- What is Edvello?
- Create your Edvello account
- Understand the admin dashboard
- Set up your first academy
  Complete your onboarding checklist
  Create your first course
  Customize your academy profile
  Invite your first team member
  Preview your academy as a learner
- Plans, billing, and workspaces
  Compare plans and feature limits
  Manage your subscription and billing
  Understand usage and plan limits
  Create and manage workspaces
Build courses
Manage learners
- Understand how course enrollment works
- Enroll and invite learners
  Let learners enroll themselves
  Invite learners by email
  Invite learners with a reusable link
  Add a learner directly to a course
  Enroll learners in a paid course
  Restrict enrollment to your organization
- Manage your audience
  Browse, search, and filter your audience
  View a learner profile and activity
  Import learners from a CSV file
  Export your audience
  Assign learners to courses in bulk
  Manage pending invitations
  Find and remove inactive learners
- Manage people in a course
  Add and remove people from a course
  Review a learner’s course progress
- Organize learners with cohorts
  Understand cohorts and goals
  Create a cohort
  Add courses to a cohort
  Assign learners to a cohort
  Configure cohort goals and settings
  Post to a cohort news feed
Deliver and engage
- Run live classes
  Schedule a live class
  Change a live class time or join link
  Send reminders and calendar invitations
  Take attendance
- Review and grade work
  Understand the submission workflow
  Grade an exercise manually
  Grade an exercise with AI
  View and export marks
  Notify learners about an exercise
- Control progression and completion
  Choose free or sequential progression
  Set lesson completion rules
  Set exercise completion rules
  Understand locked course content
- Issue certificates
  Set certificate eligibility rules
  Design a course certificate
  Add certificate signatories
  Review certificate reports
  Help a learner download a certificate
- Manage compliance training
  Understand compliance courses
  Configure recurring compliance training
  Manage active compliance cycles
  Review learner compliance history
  Monitor organization compliance
- Use Community and news feeds
  Understand the Community forum
  Ask and answer a Community question
  Moderate Community questions and answers
  Post a course announcement
- Configure AI Tutor
  Set organization-wide AI Tutor defaults
  Override AI Tutor settings for a course
  Use AI Tutor as a learner
Publish and brand
- Customize your organization profile and theme
- Set your favicon and social sharing preview
- Customize the learner LMS
  Choose which LMS navigation tabs learners see
  Customize the learner dashboard banner
  Show course news feeds and grading
  Configure polls and live comments
  Customize the sign-in background
- Build your academy landing page
  Choose an academy landing page theme
  Edit navigation and hero actions
  Configure the course catalog section
  Add embeds, links, and callouts
  Edit the academy footer
  Preview and publish the academy landing page
- Build a course landing page
  Open and edit a course landing page
  Set course pricing and currency
  Configure enrollment calls to action
  Preview and publish a course landing page
- Connect a custom domain
  Add the required DNS records
  Verify your domain and SSL certificate
  Reconnect a domain that needs attention
  Add a custom favicon or custom code
  Understand which links use your custom domain
- Create and embed course widgets
  Create a course widget
  Choose courses, layout, and design
  Embed a widget on another website
  Use widget version history
  Archive or restore a widget
Analytics and reporting
Account, team, and security
- Update your personal profile
- Manage your notification preferences
- Update organization settings
- Manage your team
  Invite a team member by email
  Invite a team member with a link
  Choose admin and tutor roles
  Remove a team member
- Manage workspaces
  Understand primary and secondary workspaces
  Create another workspace
  Switch between workspaces
  Delete a workspace
- Manage billing and usage
  View and change your plan
  Understand student and workspace limits
  View and manage AI credits
- Configure authentication
  Choose allowed sign-in methods
  Set up enterprise SSO
  Configure SSO access policies
  Set up token-based authentication
Integrations and automation
- Understand Edvello integrations
- Connect AI tools with MCP
  Understand Edvello MCP
  Create, rotate, and revoke MCP keys
  Connect Claude Code, Codex, Cursor, or OpenCode
  Understand MCP limits and permissions
- Use the public API
  Create and manage API keys
  Authenticate an API request
Learner guides
- Join and manage your account
  Accept an academy or course invitation
  Enroll yourself in a course
  Join a paid course
  Sign in and reset your password
  Update your profile and preferences
- Navigate the learner LMS
  Use your learner dashboard
  Find courses in My Learning
  Discover courses in Explore
  View your cohorts and goals
- Take a course
  Navigate lessons and exercises
  Understand locked content and progression
  Complete and submit an exercise
  View marks and instructor feedback
  Join a live class
- Participate in Community
  Ask a Community question
  Answer, edit, or remove a post
- Use certificates
  Know when you qualify for a certificate
  View and download your certificates
Troubleshooting and reference

Configure authentication

Choose allowed sign-in methods

This Edvello guide is still being worked on.

This guide is coming soon

Bookmark this page and check back for the complete instructions.

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