LMS: How Do I Manage My Products

How Do I Manage My Products?

Go to LMS > Products to view all available Products across your platform.

By default, Products are sorted by creation date, with the most recent appearing first. Use the Search field in the upper right to narrow down your list, or click the sort icon to change the order to oldest first.

When you first create a Product, it’s set to Inactive status, meaning Participants cannot access it yet. Look for the Not Activated tag to identify which Products are still inactive.

Click the icon next to your Product and choose Manage to continue setting it up.

The Product View displays all Courses within that Product. On the right side, you’ll find several management options.

Edit Details: Update the Product’s name, description, cover image, and other metadata. You can also adjust which Courses belong to this Product.

Owners: Select which users have ownership of this Product. Owners are the individuals who will access the learning materials.

Automations: Set up Automations to trigger when a Contact or Staff member completes all Courses in the Product.

Manage individual Courses within the Product directly from this screen.

Manage: Edit all Course details and structure. See the next section for more information.

Duplicate: Create a copy of the Course with all its content, which you can then customize.

Preview: View how the Course appears to Participants. Note: At least one Module must exist to use the preview feature.

Remove: Delete the Course from the Product. Note: This removes it from the Product only; the Course itself remains in your system.