How do I set up my organization's LearnPlatform account?

Setting up your LearnPlatform account early on during your Implementation process will allow you to take full advantage of LearnPlatform's functionality.

Before you get started, you will need to have an Organization Administrator role in LearnPlatform. LearnPlatform will set one administrator (the main contact for the organization) with this role shortly after they've submitted the pre-implementation survey provided by your Customer Success Manager. From there, this administrator can add more administrators to your LearnPlatform instance using the guidance below.

Please ensure that @learnplatform.com is a whitelisted domain in your email client and/or for your district's email provider. We have recently had issues with LearnPlatform emails being sent to Spam folders. If you are missing communication from LearnPlatform support or team members, please check your spam folder for these communications.

Account Setup

Add Colleagues as Administrators in the System

Adding your team to the system will allow them to have the necessary permissions to complete the tasks required for the setup process. Your Project Consultant will walk through how to add more administrators to your account, but we recommend including colleagues that have:

  • Access to Google Admin and/or Microsoft InTune (if applicable)
  • Access to your Identity Provider and experience setting up Single-Sign-On
  • Access to Jamf Pro (if applicable)
  • Access to your Student Information System (SIS)
  • Access to PD resources and contracts for edtech products

For more information on adding administrators, visit How do I add or remove administrators?  

Add Data Sources for Usage Dashboard

Browser Extensions

Your LearnPlatform Browser extensions will allow you to capture and analyze edtech usage data from web-based products accessed when users are logged into Google Chrome or Microsoft Edge browsers.

You will need Google Admin or Microsoft Intune access to set these up.

Note: Please ensure you have provided your Project Consultant (PC) with a list of ALL local domains (e.g. schoology.yourdistrict.org) to ensure these are tracked appropriately when installing LearnPlatform's Browser extension. This can be accomplished by submitting your pre-implementation survey, or you can inform your PC of any additional domains as soon as they’ve reached out to you.

Jamf Pro

If you use Jamf Pro as your MDM, you can view Jamf-provided information about iOS apps installed across your district directly in LearnPlatform. You can then use LearnPlatform to manage processes and approval around this category of applications. Setup is simple and requires only a basic configuration of your Jamf instance and adding your Jamf credentials to the Data Sources tile in LearnPlatform.

iOS Extension App

LearnPlatform now offers iOS usage tracking for organizations with compatible MDMs and Content Filters. See usage events from native or browser-based apps being accessed on the iPads where the extension is installed. Please note that not all organizations are compatible with our app and documentation for deployment is shared only after compatibility has been determined. If you are a prospective customer, you can work with your sales team member to determine compatibility. If you are a new customer in the technical implementation phase, your Project Consultant will work with you to determine compatibility if not already done so during the sales process.

Upload Student and Teacher Rosters

Uploading your student and teacher rosters will allow you to filter the data from the Inventory Dashboard, facilitating your access to more granular insights in your data. It also allows you to bulk upload user records, which is helpful for assigning tasks and developing workflows.

LearnPlatform does not collect or display any student names. Students also will not have access to LearnPlatform.

You will need access to your SIS to submit rosters. During technical implementation, your PC will provide you with guidance and server access information required for uploading rosters to LearnPlatform.

Note: To have rosters automatically updated through your SIS, visit OneRoster Integration.

Setup Single Sign-On (SSO)

LearnPlatform supports one login method at a time: either local authentication or Single sign-on. Setting up Single sign-on is ideal to allow your educators and staff to access LearnPlatform. This allows any user authenticated by your Identity Provider to access your LearnPlatform account. Here are the instructions to install SSO using SAML 2.0. Note: Once enabled, our system does not notify your staff that they have access to LearnPlatform.

Note: Include your subdomain in LearnPlatform via Settings > Display Appearance > Subdomain.

Additional Ways to Start Implementation

Add Priority Products to Your Product Library

Your product library is the backbone and foundation of your LearnPlatform system. Getting started early will help you build momentum to achieve better understanding and control over your organization's edtech ecosystem.

Deciding which products to approve, determining product statuses, and aligning these decisions with your organization's strategy can be challenging. Our team at LearnPlatform can guide you through this process via our consulting services as part of your strategic implementation.

Add Products

You can add products to your LearnPlatform library by following these instructions.

Note: Adding your highest priority products by the end of Implementation to your product library is recommended.

Adding Resources and Contract Information

Once you have added a decent amount of products, we can start looking at depth.

Centralize your edtech product documentation by adding purchase orders, curriculum resources, access codes, privacy agreements, and any other relevant resource. Here's how to get started.

Continue this process by including your contract information in the Management section.

Enable and Configure Your Public Product Library (PPL)

The Public Product Library does not require a log-in or other credential to access. It is a public-facing URL intended to improve communication and transparency with parents and other interested parties. It allows you to easily share an inventory of approved edtech products, relevant documents, contracts, and other important information with your parents and external stakeholders. 

Note: For more information on enabling and configuring your Public Product Library, visit How to enable and embed the Public Product Library?