How to Set Up Learning Management System (LMS)

This guide explains the basic purpose of Worksy LMS, its core components, and the recommended first-time setup steps to help you get onboarded quickly.

The LMS acts as your central hub for managing courses, learning content, assessments, and reporting.

Setup Guide

Step 1

Go to Learning module from the left menu to access the dashboard.

Step 2

Define your key roles (Admin, Instructor/Author, Learner, External Learner) and assign the necessary permissions.

Refer to this guide: How to Create LMS User Group and Assign Roles

Step 3

Create 1–2 core courses to serve as starting points for your LMS.

Refer to this guide: How to Set Up a Course

Step 4 (Optional)

Create a simple starter Learning Plan or a single-course learning plan for onboarding new users.

Refer to this guide: How to Set Up a Learning Plan

Step 5

Enroll a test user and preview the LMS from the learner’s perspective to ensure everything is working correctly.

Refer to this guide: Assign Learning Plan to User Groups

Tips 

• Use consistent naming conventions for roles, courses, and classes.
• Always preview as a learner to confirm what users will see.

We hope this explanation clarifies the matter. If you require additional assistance, do not hesitate to contact our support team.