Organization Settings

Access the organization settings from the gear icon on the top right of the menu bar. This page allows you to manage administration tasks, such as Users, Role Permissions, Audit Logs, Attribution Keys, and LMS configurations.

Projects

You can create new Projects from this page or manage the existing Projects. The list of project shows the number of Sessions.

Each Project has Actions to Edit Project details, Manage Keys and Delete the Project. Press the ... button to access these options.

Project Details

These are options that were selected during the project creation.

Project Keys

These are used by your app to authenticate data collected. These should be kept private. Never check these keys into your source code repository.

Team Members

This displays a list of all Users in the Organization, including their User Name, Email, Last Login, MFA (Multi-Factor Authentication) Status, and Roles. The Invite Team Member button will display a pop-up to add a User by Email and set their Role.

From this page you can change the User's Role. This includes setting Roles on specific Projects in the Organization.

Session Tags

Session Tags allow you to mark and filter Session data. This can be used for A/B testing or simply indicating noteworthy sessions. There is a limit of 100 tags per organization and 10 tags per session.

Creating Tags

You can create session tags from the Session Tag Page, or by clicking the CREATE NEW option in the Apply Session Tag dropdown menu

You will have the option to set the name, color, and associated projects.

Tag colors are purely for aesthetics and visual organization, and does not have any functional differences.

You can choose which projects the Session Tag will show up on. If you select all (or none) of the projects, it will be considered an Organization-Level Tag and show on all pages, including projects you create in the future. Associated Projects can always be changed later on by clicking on the "Edit" button.

Note

When creating a new Session Tag, the tag must not exceed 12 characters.

Best Practices

Session Tags and Session Properties fill a similar role to organize your data. Both Session Properties and Tags can be used to filter Sessions on the Sessions and Analysis pages. One advantage of Session Properties is that they can hold multiple values (such as numbers and strings) while Tags cannot.

Tags can isolate data for metrics, making it powerful and simple for A/B testing. You can also change Tags after the session is recorded - something you cannot do with Session Properties.

Audit Log

This page is limited to Domain Administrators and Organization Administrators.

This page shows a list of all actions performed on the Dashboard. This includes Creating API keys, Uploading Dynamic Objects, Creating PDF Reports, Inviting Users, and more. This is helpful for tracking which users are active on the project and how the project has changed over time.

Custom SSO

This allows you to configure custom Single Sign-On configurations for your organization. Contact support if you need this feature.

Manage LMS

We allow you to connect our Objectives System and send Objective Results directly to your external Learning Management System.

Connecting to your LMS system is easy; there's two steps:

1. Create an LMS configuration, to point our system to your Learning Management System.
2. Attach the configuration to an Objective. Results from this Objective will get sent to your Learning Management System.

Terminology

Some terms you will see on this page:

• LMS -- Learning Management System; An external source where activity results will get sent to.
• Objectives -- Our Objective system. An Objective is equivalent to an activity; View the documentation
• Participant -- Person doing the activity/Objective. A Participant is equivalent to an user; View the documentation

Creating an LMS Configuration

An LMS configuration is how our system knows where to send the Objective results. Organization Administrators can create LMS configurations from the administration page.

Press Create LMS Configuration, and the creation window will popup. This is a two step process.

Step 1: Basic information and LMS type

• Configuration Name: The name of your configuration. This will be used to attach your configuration to an Objective later.
• Contact Email: If something goes wrong (for example, we can't reach your LMS), we will send alerts to this email.

Step 2: LMS specific properties

The second page will depend on the LMS system you choose in the first step. More details below

Attaching a Configuration to an Objective

Once you create an LMS configuration, you're able to attach it to as many Objectives as needed. This is done through the Objectives page. Choose the Objective you want to attach a configuration to:

Then press the Attach LMS Configuration. You will see a drop-down showing you your configurations you've made.

Once you attach the configuration, that's all you need to do. Results for this Objective will automatically be sent to your LMS system.

Note

Participant ID's need to be a valid email address for the result to get sent to the LMS

Fixing LMS Configuration Errors

If there is an error with your LMS, we will send an alert to the contact email provided in the LMS configuration. If you go to the LMS configuration page in the administration tab, you will see the status of each configuration.

Two errors are possible:

• Cant Connect -- We cannot connect to the URL you provided. Please double-check the URL and make sure your LMS is running and reachable.
• Server Error -- We can connect to the LMS, but it isn't accepting the activity results. Please check that your credentials are correct.

If you are still having issues, please contact us and we will investigate further.

Note

All activity results that have failed to send while there was an error with your LMS will be re-queued and sent to your LMS within 24 hours.

Supported API's and LMS's

If there is an API or LMS you would like to see supported, please contact us.

Experience API (xAPI)

xAPI (also known as the Experience API or Tin Can API) is an industry API standard for Activity Providers to transmit results to a third-party LMS.

An xAPI Configuration has the following properties:

• xAPI URL: The URL endpoint that the xAPI statements will get sent to. This will be provided by your LMS.
• xAPI Key: The xAPI Key that will be provided by your LMS.
• xAPI Key Secret: The xAPI Key Secret that will be provided by your LMS.

If you have a question or any feedback about our documentation please use the Intercom button (purple circle) in the lower right corner of any web page.