Self-service E-Learning
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Setting up your E-Learning by yourself is an easy 5-step process that only takes a few minutes. It’s a great option for simpler and leaner setups.
Current limitations
Some actions are currently not available in the self-service E-Learning setup:
Creating multiple E-Learning courses
Assigning specific users or user groups
Sending manual reminder emails
Custom modules, SCORM, or placeholders
Custom module deadlines or awareness assessments
If you need changes that are not available in self‑service, please reach out to your SoSafe Customer Success point of contact.
How to set up your first E-Learning campaign
Let’s get started! In your onboarding checklist, select Create your first e-learning campaign and then Continue.
1. Course details
Choose a name and timeline for your campaign. Note: A course must be at least one month long. Our default recommendation is a year-long campaign.
Course name: This appears in your reports and dashboards.
Start date: When employees receive access and their invitation email.
End date: The deadline for completing mandatory modules.
2. Lesson assignment
By default, all lessons in your package will be included here, in our recommended order. You can preview lessons by selecting View. You can also remove them by selecting ╳ and then Remove.
Based on the list of lessons you choose, the platform will determine learning paths for all course participants. This means that lessons will unlock over time with corresponding deadlines to encourage continuous engagement and sustainable learning.
To add more lessons, select Add lesson. A new dialog window will open, giving you access to the full library. You can use the category filters to the left and the Preview button to help you identify which lessons are the right fit for your organization. Once you’re happy with your choices, select Apply, and any new lessons will be added to the bottom of the list.
3. Email notification
Campaigns include six types of emails that will be sent automatically. You can preview them or send a test version of them to your own email address. Use the toggle switches next to each type to enable or disable them.
4. Reporting method
This setting determines how learner data is stored and reported.
Individual reporting (recommended): Track individual employee sign-ups and lesson completion.
Anonymous reporting: Tracks overall participation without storing employee names or data.
This option has data privacy implications.
5. Employee login
Choose how employees access their training. Employees can always log in using the email addresses provided during onboarding.
In addition, you can enable access using a custom code. This is entirely optional but can be used to give access to employees without a dedicated email address. After entering the code, these people can set their own individual password and use that information to access their training in future. Learn more about access codes in our dedicated article.
You can view the access code again later if needed.
6. Review and launch your course
On the final screen, you will see an overview of all settings you just made. You can change these settings by selecting the pen icon or selecting back to navigate to the previous steps. Once everything looks correct, select Launch course. Congrats!
Editing your E-Learning
Making changes to your E-Learning is just as easy as setting it up. To do so, navigate to the Onboarding checklist, select Create your first e-learning course and then Details. You will be presented with an overview of your existing settings. To make changes, simply select the Pen button next to any of the completed steps. Confirm by returning to the overview and selecting Update course.
Changes are only applied once you select Update course at the bottom right of the overview.
