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Smooth LMS

Smooth LMS

LMS Settings — General Tab

LMS Settings is your site-wide learning configuration (/app/lms-settings/LMS Settings) controlling portal behavior, notifications, batch UI tabs, signup rules, and integrations that affect how employees experience training alongside Smooth HR. The General tab is the first stop after Smooth LMS is enabled on your account that already runs Smooth HR.

Configure General settings before rolling out auto-provisioning and onboarding mandatory training to production.

Help URL: Lms Settings General

HR setup counterpart: Company Setup


Table of Contents

  1. Open LMS Settings
  2. General tab — system configuration
  3. Notifications
  4. Batch tab visibility
  5. Settings that affect HR integration
  6. Other tabs (quick reference)
  7. Recommended values for internal HR training
  8. Portal vs desk
  9. Troubleshooting
  10. Related guides

Open LMS Settings

Path Users
/app/lms-settings/LMS Settings System Manager, LMS admins
Learning workspace link Moderators
Frontend Settings page Moderators (Vue UI mirrors fields)

Changes apply site-wide immediately after save. Test on staging with a user that mirrors Onboarding Portal new hires.


General tab — system configuration

Allow Guest Access

When enabled, anonymous visitors can browse course and cohort lists without login.

Internal HR training Recommended
Employees only Disabled — forces authentication tied to HR User records
Public marketing courses Enabled

Disabling guest access ensures only provisioned employees (Employee Auto Provisioning) with LMS Student reach content.

Prevent Skipping Videos

Requires learners to watch embedded video segments sequentially—important for compliance courses where HR needs good-faith completion evidence alongside LMS certificates.

Disable PWA

Controls Progressive Web App install prompt on mobile. Enable disable if your MDM policy prefers browser-only access.

Make LMS the Default Home

When checked, users land on /lms after login instead of /desk.

Persona Suggestion
Frontline staff Often enabled
HR staff Disabled — bookmark /desk/people (People)

Send Calendar Invite for Evaluations

Sends Google Calendar invites for scheduled course evaluations—pairs with live and blended programs (Overview).

LiveCode URL

Default external code runner URL for programming exercises—typically unchanged for HR compliance training.

Unsplash Access Key

Optional imagery for course cards—not required for HR deployments.


Notifications

Setting Options Purpose
Send Notification for Published Courses Email / In-app Alert LMS Student users when new courses publish
Send Notification for Published Cohorts Email / In-app Batch availability

Coordinate with HR comms: new mandatory course publish may require parallel email from HR referencing Employee Compliance expectations.

Use training assignments for targeted deadlines—not global publish notifications alone.


Batch tab visibility

Hidden section Batch Settings controls cohort sidebar tabs:

Checkbox Shows in batch UI
Show Dashboard Batch analytics
Show Courses Linked courses
Show Employees Roster — useful when HR verifies enrollments
Show Assessments Quizzes
Show Live Class Live classes
Show Discussions Forums
Show Emails Batch email tools
Show day view in timetable Calendar layout

For HR-led onboarding cohorts, enable Show Employees and Show Live Class so coordinators align roster with Employee Onboarding lists.


Settings that affect HR integration

Setting HR impact
Allow Guest Access Must be off for employee-only training
Default Home Employee UX vs HR desk
Show Employees HR can cross-check batch roster
Certification Template (Email Templates tab) PDF handed to Employee Documents
Disable Signup (Signup tab) Prevents public self-register; rely on HR User creation
User Category Optional persona capture on signup

Signup should stay disabled on HR-consolidated sites—employees arrive via HR-created Users, not public LMS signup.


Other tabs (quick reference)

Tab Purpose
Signup Settings Disable signup, custom HTML, user category
Sidebar Portal navigation items
Payment Settings Paid courses (optional; not required for internal HR)
Email Templates Certificate, batch confirmation, payment reminders
SEO Public catalog metadata
Contact Us Support email/URL on portal
Jobs Allow job posting integration
AI Course Generation OpenAI-assisted authoring

Internal HR training rarely needs payments or public SEO—focus General + Signup + Email Templates.


Field Recommendation
Allow Guest Access Off
Disable Signup On
Prevent Skipping Videos On for compliance courses
Make LMS Default Home On for learners; HR uses desk
Publish notifications In-app; email for mandatory launches
Show Live Class On if using cohorts

After saving, run test: create Employee → Onboarding → verify enrollments (Onboarding Mandatory Training).


Portal vs desk

Task Surface
Author courses /desk/learning
Assign training Desk LMS Training Assignment or LMS UI
Take courses /lms
HR compliance /app/employee-compliance (Overview)
Onboarding paperwork Portal

LMS Settings shapes learner experience; HR settings shape employment records—both required for integrated rollout per Overview.


Troubleshooting

Issue Setting to check
Public sees courses Turn off Allow Guest Access
Random signup accounts Disable Signup
Learners land on desk Enable Default Home
No publish emails Notification selects blank → pick Email or In-app
Missing live class tab Show Live Class checkbox


Last updated: May 2026


Change management

Treat LMS Settings changes like Company Setup changes:

  1. Document old vs new values.
  2. Announce to HR + L&D distribution lists.
  3. Apply in maintenance window if disabling guest access mid-flight.
  4. Validate with test User mirroring new hire (Employee Auto Provisioning).

Email template dependencies

Certification Template (Email Templates tab) controls PDF layout for LMS certificates handed to HR. Batch Confirmation Template emails cohort details when live class batches enroll members—align wording with Onboarding Portal welcome emails to reduce confusion.

Payment Reminder Template irrelevant for pure internal HR training unless using paid external certifications.


Security review checklist

Setting Risk if misconfigured
Allow Guest Access Public exposure of internal IP
Disable Signup off + public site Unwanted accounts
OpenAI API key in AI tab Data leakage if enabled casually
Show Emails tab on batches Moderators email blast PII

Review alongside role audits quarterly.


Multi-company considerations

Your account may host one primary HR company; LMS courses may still tag categories by business unit. LMS Settings is singleton—one guest-access policy for all. Use separate sites for wholly separate employers if policies diverge sharply.


FAQ

Where is persona captured? Persona Captured read-only flag; onboarding UX in LMS frontend—optional for HR-internal sites.

Does Default Home affect HR desk users? Only if they lack desk shortcuts bookmarked—HR roles still access /desk/people.

Can we hide jobs sidebar? Sidebar tab checkboxes—disable Jobs for non-recruiting training portals; recruiting remains in Smooth HR Recruitment.


Field-by-field reference (General tab)

Field Type Default HR+LMS note
Allow Guest Access Check On in vanilla LMS Turn off for employee-only
Prevent Skipping Videos Check Off Enable for compliance courses
Send calendar invite for evaluations Check Off Useful with live classes
Disable PWA Check Off MDM policy dependent
Make LMS the default home Check Off Frontline vs HR desk split
LiveCode URL Data Frappe default Ignore for HR compliance
Unsplash Access Key Data Empty Cosmetic course cards
Send Notification for Published Courses Select Coordinate with HR comms
Send Notification for Published Cohorts Select Batch academies
Show day view in timetable Check Off Cohort UX
Show Dashboard / Courses / Employees / etc. Checks Varies Enable Employees for HR roster checks

Save after each logical group; Settings save immediately immediately.


Staging vs production parity

Clone company anonymized data to staging. Mirror LMS Settings except email keys. Test full path: Employee OnboardingOnboarding Mandatory Training → certificate → compliance Complete before production toggles.


Integration smoke test script (manual)

  1. Toggle Allow Guest Access off.
  2. Create test Employee + User.
  3. Confirm LMS Student (Employee Auto Provisioning).
  4. Create onboarding; verify enrollments.
  5. Complete one lesson; verify progress on assignment.
  6. Print certificate; attach to HR document (Compliance Vs Lms Certificates).

Document pass/fail in release ticket.


Last updated 1 week ago
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