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About this resource
This guide explains how the Configuration channel is organized into three areas: Settings, Sign-in and SSO, and Integrations and API. It provides a recommended first-time setup order, starting with adding a content language, turning off step and course ratings, changing the certification reminder email, preparing for Single Sign-On, creating an SSO exemption, and generating an API token. Tips include setting up SSO before launch to reduce support tickets, writing reminder emails in your own voice, and limiting API token permissions to only what the connected system needs.
Questions this resource answers
- What should I do first when setting up the platform for the first time?
- Follow the recommended order: add a content language, turn off step and course ratings if needed, customize the certification reminder email, prepare for SSO, create an SSO exemption, then generate an API token.
- Why should I set up SSO before launching?
- Setting up SSO before launch means fewer passwords for users and fewer help tickets for your team.
- How should I approach API token permissions?
- Only grant an API token the permissions the connected system actually needs, nothing more.
- What are the three sections of the Configuration channel?
- The three sections are Settings, Sign-in and SSO, and Integrations and API.