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The Settings section of the Manage tab is where admins can modify account-wide settings like organizational information, company logo, notification emails, custom fields, and more. Let's go through each tab.
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The account tab is where you make changes to company info and account-wide settings.
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Click the Upload Logo button to choose an image from your computer to use as your account logo. Just like that, your logo is updated throughout Reach 360 and at the top of all emails.
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Pro Tip: Before you upload, make sure you remove as much whitespace as possible from around your logo before uploading the image. Your image should be about 35px high. If you’re using a transparent background, your image file should be saved as a PNG.
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Enter your company name and time zone. Due dates are based on the time zone you enter here.
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Tip: Completion certificates use the name you enter in the Company Name field.
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Select the default accent color for your account with Brand Color. Either select one of the default colors or choose your own (or enter the RGB value) in the color selector that appears when you click Custom. You'll see the selected color across Reach 360 in your logo, buttons, even the favicon.
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If you're an owner, you'll see the option to use a Reach 360 subdomain or a custom domain of your choosing. This allows you to change your Reach 360 subdomain. This URL is where users access your site.
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If you change your subdomain, users accessing the previous subdomain are automatically redirected to your new subdomain for thirty days. After thirty days, the previous subdomain is released and can be reused by anyone.
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Subdomains can only contain letters, numbers, and hyphens.
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Note: The URL for U.S. subscribers ends with reach360.com. For EU subscribers, it ends with reach360.eu.
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Customize training certificates and manage existing custom certificates by clicking Manage Certificates. These certificates can be assigned as the default certificate for all new training or assigned to specific training.
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If you're the account owner, you can enable SSO for your Reach 360 learners.
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The system sends default emails to notify learners when they register, when training is coming due, and when training is overdue. You can send a preview of the current message to your email by clicking Send me a Preview. You can also customize the subject and body of the email by clicking Edit content.
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Note: Default reminder emails are sent in the learner's selected language. Preview emails are always sent in English.
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\n- Select Manage > Settings > Learner Notifications and, in the appropriate section, click Edit content.
\n- Enter text in the Subject field to customize the subject line of the auto-generated email.
\n- In the Body field, enter text to customize the body of the email.
\n- Click Save Changes to commit the changes.
\n- Click the Back to link to return to the Settings tab.
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For welcome emails, the name and email of the admin that generated the invitation are automatically included below the customized welcome email text.
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For training reminders, you can use the following dynamic variables in your email templates to personalize and add details specific to each recipient:
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\n- [learner_name] to add the recipient's name
\n- [course_name] to add the course name
\n- [due_date] to add the due date
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Neither the Subject nor the Body field has a character limit.
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Note: Only new users invited from Reach 360 receive customized emails. Customized emails are sent in the language written.
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Learners receive notification emails when they're enrolled in or complete training. They also receive reminders when a due date is pending or training is overdue, when applicable. Email reminders can't be disabled, but they can be customized.
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Use the Email Reminders section to preview the notifications sent to learners or modify the time period and frequency of reminders. Previews are sent to your registered email address.
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Note: Any modifications apply to emails only. Changes made here do not affect the timing of Slack or Teams notifications.
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Enable or disable the option for users to register themselves as learners on your account and customize your self-registration page. Learn more about how this works.
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This option must be selected to enable group self-registration and direct content sharing.
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Use custom learner profile fields to collect additional information from learners when they register for your site. This is the page registrants see after verifying the email they provided when clicking an email invite or self-registering.
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Click Manage Fields to see the custom fields that are currently defined or to add new fields.
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To add a new field, click Create New and select Text or Drop-down. For text fields, enter a label and an optional description. For drop-down fields, add options for learners to choose from (options display in the order in which they're entered). Click Create when you're finished.
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Preview how the field looks by clicking the registration page link in the section description (the preview page isn't clickable).
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Learner profile fields are visible on individual learner records. Add or edit responses on the Manage > People tab by expanding individual records and clicking the edit icon in the Learner Profile section. You must enter values for all required fields to save your changes.
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To modify or delete a field, hover over it, click the icon that appears, and select Edit or Delete. When you delete a custom field, all user data associated with that field is also deleted. Adding a custom learner profile field with the same name as one that's been previously deleted doesn't restore previously entered data. Delete individual drop-down options by hovering over the option and clicking the X that displays.
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Note: Custom field labels and drop-down options must be 50 characters or fewer. Descriptions can have up to 120 characters. Learner entries are restricted to 200 characters or fewer. You can't have more than 200 options for a drop-down field.
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The Settings section of the Manage tab is where admins can modify account-wide settings like organizational information, company logo, notification emails, custom fields, and more. Let's go through each tab.
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Account
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The account tab is where you make changes to company info and account-wide settings.
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Upload Logo
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Click the Upload Logo button to choose an image from your computer to use as your account logo. Just like that, your logo is updated throughout Reach 360 and at the top of all emails.
\n
Pro Tip: Before you upload, make sure you remove as much whitespace as possible from around your logo before uploading the image. Your image should be about 35px high. If you’re using a transparent background, your image file should be saved as a PNG.
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Company Name and Time Zone
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Enter your company name and time zone. Due dates are based on the time zone you enter here.
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Tip: Completion certificates use the name you enter in the Company Name field.
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Brand Color
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Select the default accent color for your account with Brand Color. Either select one of the default colors or choose your own (or enter the RGB value) in the color selector that appears when you click Custom. You'll see the selected color across Reach 360 in your logo, buttons, even the favicon.
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URL
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If you're an owner, you'll see the option to use a Reach 360 subdomain or a custom domain of your choosing. This allows you to change your Reach 360 subdomain. This URL is where users access your site.
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If you change your subdomain, users accessing the previous subdomain are automatically redirected to your new subdomain for thirty days. After thirty days, the previous subdomain is released and can be reused by anyone.
\n
Subdomains can only contain letters, numbers, and hyphens.
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Note: The URL for U.S. subscribers ends with reach360.com. For EU subscribers, it ends with reach360.eu.
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Custom Certificates
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Customize training certificates and manage existing custom certificates by clicking Manage Certificates. These certificates can be assigned as the default certificate for all new training or assigned to specific training.
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API Keys
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SSO
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If you're the account owner, you can enable SSO for your Reach 360 learners.
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Learner Notifications
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The system sends default emails to notify learners when they register, when training is coming due, and when training is overdue. You can send a preview of the current message to your email by clicking Send me a Preview. You can also customize the subject and body of the email by clicking Edit content.
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Note: Default reminder emails are sent in the learner's selected language. Preview emails are always sent in English.
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Editing Learner Notifications
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\n- Select Manage > Settings > Learner Notifications and, in the appropriate section, click Edit content.
\n- Enter text in the Subject field to customize the subject line of the auto-generated email.
\n- In the Body field, enter text to customize the body of the email.
\n- Click Save Changes to commit the changes.
\n- Click the Back to link to return to the Settings tab.
\n
\n
For welcome emails, the name and email of the admin that generated the invitation are automatically included below the customized welcome email text.
\n
For training reminders, you can use the following dynamic variables in your email templates to personalize and add details specific to each recipient:
\n
\n- [learner_name] to add the recipient's name
\n- [course_name] to add the course name
\n- [due_date] to add the due date
\n
\n
Neither the Subject nor the Body field has a character limit.
\n
Note: Only new users invited from Reach 360 receive customized emails. Customized emails are sent in the language written.
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Modifying Email Reminders
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Learners receive notification emails when they're enrolled in or complete training. They also receive reminders when a due date is pending or training is overdue, when applicable. Email reminders can't be disabled, but they can be customized.
\n
Use the Email Reminders section to preview the notifications sent to learners or modify the time period and frequency of reminders. Previews are sent to your registered email address.
\n
Note: Any modifications apply to emails only. Changes made here do not affect the timing of Slack or Teams notifications.
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Registration
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Self-Registration
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Enable or disable the option for users to register themselves as learners on your account and customize your self-registration page. Learn more about how this works.
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This option must be selected to enable group self-registration and direct content sharing.
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Custom Learner Profile Fields
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Use custom learner profile fields to collect additional information from learners when they register for your site. This is the page registrants see after verifying the email they provided when clicking an email invite or self-registering.
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Click Manage Fields to see the custom fields that are currently defined or to add new fields.
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To add a new field, click Create New and select Text or Drop-down. For text fields, enter a label and an optional description. For drop-down fields, add options for learners to choose from (options display in the order in which they're entered). Click Create when you're finished.
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Preview how the field looks by clicking the registration page link in the section description (the preview page isn't clickable).
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Learner profile fields are visible on individual learner records. Add or edit responses on the Manage > People tab by expanding individual records and clicking the edit icon in the Learner Profile section. You must enter values for all required fields to save your changes.
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To modify or delete a field, hover over it, click the icon that appears, and select Edit or Delete. When you delete a custom field, all user data associated with that field is also deleted. Adding a custom learner profile field with the same name as one that's been previously deleted doesn't restore previously entered data. Delete individual drop-down options by hovering over the option and clicking the X that displays.
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Note: Custom field labels and drop-down options must be 50 characters or fewer. Descriptions can have up to 120 characters. Learner entries are restricted to 200 characters or fewer. You can't have more than 200 options for a drop-down field.
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