Getting started guide for Administrators

We want users to get the best results when using our platform, especially when they are just starting out. That’s why we created getting started guides for the main types of users on MATRIX: administrators, instructors and learners.

The Getting started guide for Administrators covers the most common first steps when using MATRIX and the most important features for administrators.

What you will learn from this guide:

  • Creating a portal
  • Navigating the platform
  • Configuring features
  • Customizing the portal
  • Setting up policies
  • Configuring the course catalog
  • Creating accounts
  • Managing users
  • Using automation
  • Configuring e-commerce
  • Using marketing tools
  • Configuring compliance
  • Setting up canned messages
  • Creating reports