Setting up your institution
Before publishing content and receiving participants, it is worth spending a few minutes on the institution’s settings. That is what gives the platform your brand’s look and defines how people get in and move around it.
All the options below are under Institution, in the side menu of the administration console: when you open Institution, its settings screens appear right below it in the same side menu, grouped under General, People and access, Communication, Integrations and data and Engagement. This guide calls each of those screens a section.
The former Configuration tab was split into six sections, each with one subject. The table Where each setting went, at the end of this guide, shows where every field is. The Save button of any section also saves the unsaved changes you made in other sections; Cancel discards the changes in all of them.
Identity and brand
Section titled “Identity and brand”How your institution appears to participants: name, CNPJ, time zone, visual theme (light and dark variations) and Allowed languages. When you switch the theme, the change stays in preview mode only for you until you click Save, when it takes effect for all participants.
The support e-mail shown to participants is also edited here by the institution administrator, along with the contacts shown on the sign-in screen (WhatsApp number, Instagram, Facebook and X / Twitter), the link preview title and description, the Login URL, the Terms of Use per language and the Allow app usage option.
The Base URL is the institution’s canonical public address, and every link the platform generates comes from it: certificate verification, notification and enrollment emails, and the SSO sign-in address. It appears as plain text at the top of this section, for any administrator, but only the Eduvem team can change it - and changing it does not make a new domain reachable on its own, since DNS and the hostname list need to serve it first. In an institution with SSO, register the new address at the identity provider before switching, because the change takes effect immediately.
See also Visual identity and theme, Shared link preview and Installable app.
Access and login
Section titled “Access and login”Who can sign up, how they log in and when access ends: Allow Registration, Allow Registration Codes, Configure e-mail domains (which unlocks the E-mail section), SSO type (which unlocks the SSO section), Allow password change, Read-only profiles, Full name non-editable, the Logout and Profile buttons (for API use), automatic deactivation of inactive participants and the work hours lock. See Access control, Authorized email domains and Automatic deactivation.
Classroom
Section titled “Classroom”How the classroom behaves for all of the institution’s contents: Sequential progress, Allow class details, Allow playback speed? (see Content types), Restrict content download? and Watermark on all lectures? (see DRM - content protection), Measure active time in the classroom, Passing grade (Gradebook), Satisfaction Survey, Admins as Tutors, Learner agenda? and My development?. The Certificates block holds Notify certifications, Certificates on LinkedIn? and the institution’s LinkedIn page.
Optional features
Section titled “Optional features”Turn on what your institution uses: Has Dashboard, Allow Divisions, Allow Audiences, Professional qualifications?, Reporting line (“My team”)? and the escalation period. Each feature you turn on gets its own section or screen.
External tools
Section titled “External tools”Third-party tools connected to the platform: Movidesk, Zendesk, Hotjar and Google Tag Manager (see Third-party widgets). The E-commerce block groups the payment and the store landing page.
Gamification
Section titled “Gamification”The Gamification section holds the Ranking type, the Enable public points ranking icon option, goals and challenges - see Gamification rules.
Features turned on by the Eduvem team
Section titled “Features turned on by the Eduvem team”Some features are not turned on by the institution administrator: Allow notifications, Allow password recovery by WhatsApp (see Access problems), the certificate type, NR certificates, roll call, enrollment management and others. They are turned on by the Eduvem team, on request, and do not appear to the institution administrator. See Features enabled by Eduvem.
Images section
Section titled “Images section”Upload your institution’s logo and icons, used on the sign-in screen, at the top of the platform, and in the app.
Home Screen section
Section titled “Home Screen section”Define what the participant finds upon entering: the institution’s content storefront and the home page highlights. Organize the contents into categories to make navigation easier as the catalog grows.
Profile and E-mail sections
Section titled “Profile and E-mail sections”- In the Profile section, configure the participants’ profile fields, which ones are mandatory, and whether participants can edit their own data (see Custom registration fields). How people get in - open registration, by the administrator, or through corporate sign-in - is defined in Access control.
- In the E-mail section, restrict the authorized email domains that receive the platform’s messages, when it is for your organization’s internal use (see Authorized email domains).
Notifications
Section titled “Notifications”The Notifications section sends a notice to all active participants (or to a specific group/division) - see Notifications to participants. The journey’s automatic emails (welcome, enrollments, class notices) are triggered by the platform itself, with no configuration on this screen.
Administrators section
Section titled “Administrators section”Grant the administrator role to those who will operate the platform with you. You can give broad permissions (institution administrator) or permissions restricted to specific classes.
Where each setting went
Section titled “Where each setting went”If you are looking for a field that used to be on the old Configuration tab, use the table below.
| Setting (as it appeared on the Configuration tab) | Where it is now |
|---|---|
| Base URL | Plain text at the top of Identity and brand; only the Eduvem team changes it |
| Institution full name | Identity and brand |
| CNPJ | Identity and brand |
| Time zone | Identity and brand |
| Visual theme | Identity and brand |
| Allowed languages | Identity and brand |
| Support e-mail | Identity and brand |
| WhatsApp number | Identity and brand |
| Identity and brand | |
| Identity and brand | |
| X / Twitter | Identity and brand |
| Link preview title | Identity and brand |
| Link preview description | Identity and brand |
| Allow app usage | Identity and brand |
| App installation | Identity and brand |
| Login URL | Identity and brand |
| Terms of Use | Identity and brand |
| Allow Registration | Access and login |
| Allow Registration Codes | Access and login |
| Allow teams registration | Access and login |
| Configure e-mail domains | Access and login |
| SSO type | Access and login |
| Allow password change | Access and login |
| Read-only profiles | Access and login |
| Full name non-editable | Access and login |
| Hide Logout Button (API) | Access and login |
| Hide Profile Button (API) | Access and login |
| Which participants count as inactive | Access and login |
| Auto-disable inactive participants (days) | Access and login |
| Enable work hours lock | Access and login |
| Work hours schedule (JSON) | Access and login |
| Grace period (minutes) | Access and login |
| Sequential progress | Classroom |
| Allow class details | Classroom |
| Allow playback speed? | Classroom |
| Restrict content download? | Classroom |
| Watermark on all lectures? (only with the restriction on) | Classroom |
| Measure active time in the classroom | Classroom |
| Passing grade (Gradebook) | Classroom |
| Satisfaction Survey | Classroom |
| Admins as Tutors | Classroom |
| Learner agenda? | Classroom |
| My development? | Classroom |
| Notify certifications | Classroom, block Certificates |
| Certificates on LinkedIn? | Classroom, block Certificates |
| LinkedIn page of the institution | Classroom, block Certificates |
| Has Dashboard | Optional features |
| Allow Divisions | Optional features |
| Allow Audiences | Optional features |
| Professional qualifications? | Optional features |
| Reporting line (“My team”)? | Optional features |
| Escalation after (days) | Optional features |
| Use Movidesk integration | External tools |
| Movidesk App ID | External tools |
| Use Zendesk integration | External tools |
| Zendesk Widget Key | External tools |
| Use Hotjar integration | External tools |
| Hotjar Site ID | External tools |
| Use Google Tag Manager | External tools |
| GTM Container ID | External tools |
| IUGU payment | External tools, block E-commerce |
| E-commerce landing page | External tools, block E-commerce |
| Ranking type | Gamification |
| Enable public points ranking icon | Gamification |
| Certificate type | Turned on by the Eduvem team |
| Allow notifications | Turned on by the Eduvem team |
| Remove email footer | Turned on by the Eduvem team |
| Billing type | Turned on by the Eduvem team |
| Allow password recovery by WhatsApp | Turned on by the Eduvem team |
| Allow roll call | Turned on by the Eduvem team |
| Tutors can grade? | Turned on by the Eduvem team |
| Enable question library | Turned on by the Eduvem team |
| Enrollment management? | Turned on by the Eduvem team |
| Enable policy acknowledgment (“termo de ciencia”)? | Turned on by the Eduvem team |
| Allow assistive | Turned on by the Eduvem team |
| Contracted NR certificates | Turned on by the Eduvem team |
| Allow NR certificates | Turned on by the Eduvem team |
| Digitally sign certificates? | Turned on by the Eduvem team |
| Allow video lessons | Turned on by the Eduvem team |
| Allow Coursebox Contents | Turned on by the Eduvem team |
| Allow external distribution? | Turned on by the Eduvem team |
| Use Edupulses integration | Turned on by the Eduvem team |
| Social Media lecture type | Turned on by the Eduvem team |
Next steps
Section titled “Next steps”- Create your first content.
- Open a class to receive participants.
- Register and enroll participants.