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General SettingsEmail Notifications & Power AutomateBrandingTeams IntegrationCompliance Settings & FrameworksData ProtectionBilling & LicencesCourse SurveysAdding External CertificatesLearner VerifyWhen to Use Learner Verify for Identity ChecksTroubleshooting Email Delivery
General SettingsEmail Notifications & Power AutomateBrandingTeams IntegrationCompliance Settings & FrameworksData ProtectionBilling & LicencesCourse SurveysAdding External CertificatesLearner VerifyWhen to Use Learner Verify for Identity ChecksTroubleshooting Email Delivery
HelpSettings & Configuration

Settings & Configuration

Customizing your LMS settings

Most of these guides map to tabs under Admin → System Settings. Use Notifications for email preferences (including Welcome Emails and Session Reminders), Branding for look-and-feel, and Data Protection for export/anonymise workflows. Security, SSO & Provisioning, and Onboarding are also System Settings tabs; their detailed guides live under User Management and are linked below. Policies are created under Course Management, not Settings.

Start here

General Settings

Organisation basics on the General tab.

Choose the right method

  • When to use Learner Verify for identity checks

    Decide which courses need camera verification and Approvals review.

Set it up

  • Configure email notifications

    Toggles, schedules, and Power Automate.

  • Emails not arriving

    Symptom-led delivery checks.

  • Update branding

    Logo, colours, and learner-facing look.

  • Teams integration

    Microsoft Teams notifications and setup.

  • Data protection tools

    Export and anonymise when required.

  • Set up Learner Verify

    Enable identity checks on courses and use Approvals.

Key concepts

  • The Notifications tab label is Notifications — not “Email Notifications”.
  • Session reminder intervals are fixed at 24 hours and 1 hour before start.
  • Adding policies redirects to Course Management — keep using that path.

Related categories

  • User Management — Security, SSO, onboarding
  • Course Management — Policies and courses
  • Reports — Approvals and audit

All guides

General Settings

Gamification points, default timezone, and organisation settings on the General tab

Email Notifications & Power Automate

Email notification toggles, when each template is sent, and Power Automate direct messages

Branding

Company name, logo, and favicon shown in the app and emails

Teams Integration

Microsoft Graph credentials, Teams meeting defaults, and Teams notifications

Compliance Settings & Frameworks

Safeguarding leads, SLT contacts, and regulatory frameworks for Ofsted, ICO, HSE, and FSA reporting

Data Protection

Retention periods, anonymise (right to be forgotten), export user data, and privacy policy

Billing & Licences

View your plan, manage licences, and optional modules

Course Surveys

Configure enhanced course surveys, mandatory feedback, and advanced survey options

Adding External Certificates

Set up assigned external certificate requirements, evidence upload, and expiry tracking

Learner Verify

Enable learner identity verification on courses and manage manual approvals

When to Use Learner Verify for Identity Checks

Decide when identity verification and Approvals review are worth enabling for a course

Troubleshooting Email Delivery

Diagnose missing training emails using notification toggles, schedules, and spam checks

Also in System Settings

  • Security (Password Policy & MFA)

    System Settings → Security: password policy and multi-factor authentication

  • SSO & Provisioning

    System Settings → SSO & Provisioning: Azure AD SSO, domains, and SCIM

  • Onboarding

    System Settings → Onboarding: import wizard, templates, and import history

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Connect Azure once. TrainMeUK handles reminders, Teams nudges, certificates, and audit-proof reports — automatically.

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