How do I edit product settings and add resources?

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As a LearnPlatform administrator with an organizational or product administrator role, you can customize the details of a product on the Products tab in the Management page. For example, you can:

• Change product names and logos
• Set product statuses
• Add or remove badges
• Edit product state and visibility
• Edit SSO links
• Add or remove tags

You can also edit contracts, add comments, add resources, and change other product settings.

You can customize the visibility of these settings for the right audience: fellow administrators, internally with educators, or publicly with parents or other external stakeholders.

Note: Only users with organizational or product administrator roles can add and manage resources.

Open Product Management

Click the Management drop-down menu [1], and then click the Products link [2].

Open Product Settings

On the Products page, click the product name link.

Edit Product Name and Logo

On the Product Settings tab [1], you can view all product details and settings.

To edit the product name or logo, click the Edit icon [2].

Make any edits in the Product Name field [1] or upload a logo using the Drag and drop or browse space [2].

To save changes, click the Save button [3].

Note: The suggested dimension for a product logo image is 125 x 125 px.

Edit Status and Badges

Use the following fields to customize statuses and badges:

• Statuses [1]: Allows you to edit the product approval status and privacy status. Controls visibility through status settings.
• Badges [2]: Displays badges of tags assigned to this product. You can add a badge to a tag. This will show up in special places across the platform.

Notes: 

• Visibility of the product depends on the status visibility assigned in the setting menu. For example, if the status Under Contract Review is set to only be visible in the Admin Library, and the product Acme News is assigned Under Contract Review, Acme News would not be visible in the Educator Library or the Public Product Library.
• When viewing your organization product library, you can filter by product status. This allows you to focus on products that have, for example, been approved for use by the district or are pending approval.

Edit State and Visibility

You can edit the following state and visibility settings:

• Organization Library Product State [1]: Indicates whether a product is active or archived. To learn when a product was made active, view the Active since date [2]. To change the status of a product, click the Active or Archived buttons [3]. Archive a product to remove it from your library.
• Public Product Library Visibility [4]: Allows you to override the product visibility status to share or not share the product in the Public Product Library (PPL).

Notes:

• Archiving a product allows you to maintain all of your district's custom settings and historical information attached to a product, while preventing it from appearing in any of your organization libraries or allowing actions such as Feedback and Rapid Cycle Evaluation reports. This setting is also reversible; you can request to activate an archived product.
• The products displayed in the Public Product Library follow the visibility rules set via the product's status. If the visibility assigned to this status should not be applied, you can use the Public Product Library Visibility toggle button.

Edit SSO

To add your organization's custom product link for easy access, enter a URL in the SSO Smart Launch Custom Launch Link field.

Edit Tags or Contracts

Use the following fields to customize tags and contract settings:

1. Tags [1]: Allows you to edit system and custom tags. System tags can be hidden or made visible. Custom Tags can be applied or removed. Tag visibility follows the rule applied in Settings. To learn more about adding and configuring tags, refer to our guide on how to use, add, and configure product tags.
2. Contract/Students Affected [2]: Add and edit product costs and the contract expiration date [3]. To allow the contract expiration date to be visible in the Public Product Library, click the Share Contract Expiration to Public Product Library toggle button on [4].

Note: The Contracts/Students Affected field should not be used for calculations. Pricing, cost and dates can also be applied to products via custom column. Custom Columns can be updated from the Product Management view without viewing the product details.  

Edit Comments from Organization

To share additional information about a product, use the Comments from the Organization section. To select the appropriate audience for the comment, click one of the following buttons:

• Organization Library [1]: comment is viewable by educators
• Public Library [2]: comment is viewable in the Public Product Library
• Admin Library [3]: comment is only viewable to administrators

Then, enter text in the Comment field [4].

Add Resource

To add a resource, click the Create or Upload Resource button.

Depending on the resource type, click one of the following Resource Type radio buttons [1]: File, URL, Text.

Enter a name for the resource in the Name field [2].

Enter a description for the resource in the Description field [3].

Select a file using the Drag and drop or browse space [4].

Notes:

• A resource type can also be a provider application. For more information, refer to our guide on how to add a completed and accepted provider application as a resource.
• Use the system column Resources in the Admin View of the library to see what products have resources attached to them.

Share Resource

To manage resource visibility, select the appropriate audience for the resource in the Share To section.

• To display the resource in the Public Product Library, click the Publicly checkbox.
• To display the resource only in the organization's library, click the Internally checkbox.
• To display the resource only to administrators, do not click either checkbox.

Save Resource

Click the Save button.

Edit Additional Details

To add/edit Number, Date, Price or Text, click the appropriate fields. You can manage column creation and configuration in Settings.

You can also edit system statuses and create custom statuses.

Edit Lists

To communicate product specific information, add and remove tag-based lists using checkboxes. For example, lists can include:

• Product Use Restrictions: clarifies whether the product is for students over 14, specific subject or teachers, not for students, a free version only, not supported by technology
• Product Owner: point of contact
• Approval Level: whether product is denied at district or school level
• Reasons for Denial: various explanations for denying use of a product
• Enabled Options for This Tool: enabled options such as Google Playstore, JAMF, Outlook Add-On, Powerpoint Add-On, SharePoint Add-On
• Data Elements Collected: what kind of metadata is collected on application technology, use of statistics, assessment, attendance, communications, conduct, student demographics, and enrollment.
• Conditions of Use: users for whom the product is approved
• Approval Process: teams and committees who have reviewed or approved
• Support Tier: choose a level 1-3
• Attendance: whether product is involved with school or class attendance data

Notes:

• The lists displayed in the product settings are created and configured in account settings.
• Tag and list visibility follow the rules applied in the account settings.