IgniteIQ Company Admin Portal

The Company Admin Portal is your centralized command center for managing your organization's learning ecosystem on the IgniteIQ platform. As a Company Admin, you have full access to create courses, manage teams and users, assign training, track progress, configure billing, and control roles and permissions across your organization.

What This Guide Covers

• First Login & Setup: Access your portal, complete onboarding, and configure your admin profile.
• Navigation & Layout: Master the admin interface — sidebar, header, breadcrumbs, quick search, and responsive design.
• Dashboard Overview: Understand your summary stats, charts, and top published courses at a glance.
• Team & User Management: Create teams, invite users, manage profiles, and handle account statuses.
• Courses Management: Create, edit, and publish courses with the five-step course wizard.
• Course Assignments: Assign courses from the course page or bulk-assign from the users list.
• Roles & Permissions: Understand built-in roles, permission labels, and access control best practices.
• Billing & Subscription: Manage plans, payment methods, credits, and invoices.
• Release Awareness: Review what shipped recently, what changed operationally, and where to report release issues.

Company Admin Capabilities

• Manage all teams, users, and roles within the organization
• Create, edit, publish, and delete courses
• Assign courses to any team or individual
• View all analytics and generate reports
• Configure billing, subscriptions, and payment methods
• Manage company settings, appearance, and integrations
• Access audit logs and compliance reports

1. First Login & Setup

Access & Login URL

Your admin portal URL will be provided by your platform owner:

• Production: https://<company-subdomain>.amaratechit.com/login
• Development/Testing: http://localhost:3001/login (for internal testers)

Note: Both endpoints present the same login screen with identical functionality.

Login Page Elements

• Email input: Required; validation shown on blur
• Password input: Required; reveals strength meter
• Sign-in button: Disabled until fields are filled
• SSO button: Visible only when SSO is active
• Forgot link: Sends reset email

Two-Factor Authentication

If 2FA is enabled for your account, after clicking Sign In:

1. A modal titled "Two-factor authentication" appears
2. Enter the code from your authenticator app
3. Click Verify
4. Optionally click "Remember this device" for this browser

First-Time Setup Wizard

On your first login, you'll be guided through a setup process with two possible overlays:

Onboarding Wizard

Progressive steps that help you set up your account:

• Company Details: Enter company name, upload logo, select timezone
• Admin Profile: Add your name, upload avatar
• Optional: Connect billing information or skip to complete later

Billing Setup

If no payment method exists, you'll see options to:

• Enter credit card information (Stripe)
• Choose mobile-money provider
• Select free plan and continue

Complete Your Profile

Step 1: Verify Your Email

• Enter the email address from your invitation
• You'll receive a 6-digit verification code
• Enter the code to verify your email address

Step 2: Set Your Password

Password requirements:

• Minimum 8 characters
• Must include: uppercase, lowercase, number, special character
• Example: MyCompany@2025

Step 3: Personal Profile Information

• First Name — Your first name
• Last Name — Your last name
• Job Title — Your role (e.g., "Training Manager")
• Phone — Contact number (optional)
• Profile Picture — Upload a headshot (JPG/PNG, max 5MB)

Step 4: Organization Information

• Company Name — Already pre-filled from invitation
• Industry — Select from dropdown menu
• Company Size — Number of employees
• Website — Your company website (optional)

Step 5: Set Your Preferences

• Theme — Light or Dark mode preference
• Email Notifications — Choose frequency (daily, weekly, none)
• Time Zone — Select your timezone for scheduling

Step 6: Complete Setup

Review all information and click Finish Setup to access your dashboard.

Session Behavior

• Auth token is stored in HTTP-only cookie named accessToken
• Session times out after 30 days of inactivity (configurable by your organization)
• Manually logout via avatar dropdown → Sign Out
• Clearing cookies will also end your session

Troubleshooting First Login

Problem: Invitation Link Expired

• Contact your platform administrator to resend the invitation
• Invitations are typically valid for 7 days from the send date

Problem: Can't Remember Password

1. Click "Forgot password?" on the login page
2. Enter your email address
3. Check your inbox for a password reset link
4. Follow the link to create a new password

Problem: 2FA Code Not Working

• Ensure your device time is synchronized (2FA codes are time-based)
• Wait for a new code to generate (codes refresh every 30 seconds)
• If issues persist, contact support to disable and re-enable 2FA

2. Navigation & Layout

Mastering the Admin Portal Interface

Global Shell Overview

The admin portal interface consists of four main components that remain consistent across all pages:

Global Shell Overview

1

Sidebar — Navigation menu

2

Header — Search, notifications & avatar

3

Content — Main dashboard area

4

Footer — Version & legal links

5

Stats Cards — Key metrics at a glance

6

AI Credit Balance

1Sidebar — Navigation menu

2Header — Search, notifications & avatar

3Content — Main dashboard area

4Footer — Version & legal links

5Stats Cards — Key metrics at a glance

6AI Credit Balance

Sidebar Structure

The sidebar provides primary navigation to all major sections of the admin portal:

Sidebar Structure

1

Company logo & hamburger toggle

2

Active page highlight (Dashboard)

3

Expandable sub-menu (Courses)

4

Primary nav items

5

AI Credit balance indicator

1Company logo & hamburger toggle

2Active page highlight (Dashboard)

3Expandable sub-menu (Courses)

4Primary nav items

5AI Credit balance indicator

Sidebar Behavior

Header Components

Breadcrumb Trail

Shows your current location in the portal hierarchy. Click any breadcrumb to navigate back to that level.

Avatar Dropdown

Click your avatar in the top-right corner to access:

Avatar Dropdown Menu

1

Avatar — click to open menu

2

Profile

3

Switch Company

4

Settings

5

Help & Support

6

Logout

1Avatar — click to open menu

2Profile

3Switch Company

4Settings

5Help & Support

6Logout

AI Agent (Ctrl+K / Cmd+K)

The AI-powered course generator and assistant — press Ctrl+K (Windows) or Cmd+K (Mac) to open instantly.

Opening AI Agent

1

Course Generator panel

2

Privacy notice — courses are private

3

Suggested prompts

4

Chat input — describe your course

1Course Generator panel

2Privacy notice — courses are private

3Suggested prompts

4Chat input — describe your course

Company Switcher

If you belong to multiple organizations, switch between them via the sidebar or avatar menu.

Company Switcher Modal

1

Switch Workspace modal

2

Available organizations

3

Active workspace indicator

1Switch Workspace modal

2Available organizations

3Active workspace indicator

Footer

Footer Information

1

Version number (v1.0.0)

2

Legal links — Privacy, Terms, Support

3

Online status indicator

1Version number (v1.0.0)

2Legal links — Privacy, Terms, Support

3Online status indicator

Keyboard Shortcuts

3. Dashboard Overview

The Dashboard is organized into three main vertical sections providing a comprehensive view of your organization's learning performance.

Summary Stats Cards

Each card shows a value, a mini-chart, and a trends arrow:

• Total Learners
• Active Courses
• Completion Rate
• Avg. Engagement

Hover for tooltip explaining calculation. Click "View Details" to jump to related page (e.g., courses list).

Charts

Two side-by-side charts:

• Growth chart — Select metric via dropdown
• Top performers — Bar chart

Top Published Courses

The bottom section displays your organization's most active and top-performing published courses, giving you an instant view of what content is driving the most engagement.

4. Team & User Management

Complete Guide to Managing Teams and Users

Creating a Department

Departments Overview

1

Department list table

2

+ Create Department button

3

Search & filter controls

1Department list table

2+ Create Department button

3Search & filter controls

Step-by-Step Process

Create Department Modal

1

Team Name field (required)

2

Manager dropdown (optional)

3

Create button

1Team Name field (required)

2Manager dropdown (optional)

3Create button

User Profile Sidebar

Click any user row in the users table to open their detailed profile.

User Profile Sidebar

1

Profile / Permissions tabs

2

User avatar & name

3

Profile Information fields

4

Assign Role section

5

Edit Member button

1Profile / Permissions tabs

2User avatar & name

3Profile Information fields

4Assign Role section

5Edit Member button

Profile Tab

Edit user information:

Activity Tab

Track user engagement:

Team Overview Page Tabs

When viewing a specific team, the following tabs provide comprehensive management:

User Account Statuses

Users can have different account statuses that control their access:

Changing Account Status

Best Practices

5. Courses Management

Complete Guide to Creating, Editing & Publishing Courses

Accessing the Courses Section

Path: Sidebar → Courses → All Courses. The courses page provides a comprehensive view of all your learning content, including courses created by your organization and courses from the AmaraTech catalog.

Courses Table Controls

The courses table includes powerful filtering, sorting, and search capabilities:

Courses Table Controls

1

Search box

2

Status filter pills

3

Course rows with actions

1Search box

2Status filter pills

3Course rows with actions

Search and Filter Options

Column Headers

Pagination

Pagination Controls

1

Page numbers

2

Total count

1Page numbers

2Total count

Footer shows page numbers and total count. Navigate between pages using page numbers.

Course Row Actions

Publishing Buttons

Publishing Buttons

1

Status transition buttons

1Status transition buttons

Status transition buttons appear in-situ based on current status:

Course Wizard (Create/Edit)

The course wizard guides you through creating or editing courses in five steps:

Step 1: Basic Info

Define the fundamental course information:

Step 1 — Basic Info

1

Title & Description fields

2

Category & Tier selectors

1Title & Description fields

2Category & Tier selectors

Step 1 — Basic Info (continued)

1

Difficulty & Duration

2

Learning Objectives

1Difficulty & Duration

2Learning Objectives

Step 1 — Optional Fields

1

Cover Image upload

1Cover Image upload

Required Fields:

Optional Fields:

Step 2: Modules

Build your course content by adding modules:

Step 2 — Modules Overview

1

Module list

2

Add Module button

1Module list

2Add Module button

Step 2 — Module Content Blocks

1

Content block types

1Content block types

Step 2 — Module Details

1

Module fields

1Module fields

Step 2 — Module Organization

1

Drag to reorder

2

Delete & edit actions

1Drag to reorder

2Delete & edit actions

Content block types:

Module-specific fields:

Organizing Modules:

Step 3: Exam & Certificate

Step 3 — Exam Configuration

1

Add Question button

2

Question list

1Add Question button

2Question list

Step 3 — Question Types

1

Question type selector

1Question type selector

Step 3 — Exam Settings

1

Pass score & time limit

1Pass score & time limit

Step 3 — Shuffle Settings

1

Shuffle questions/answers toggles

1Shuffle questions/answers toggles

Step 3 — Certificate Template

1

Certificate template selector

1Certificate template selector

Exam Configuration:

For each question, specify:

Question types available:

Exam settings:

Certificate Setup:

NOTE: Certificate limits are measured at the course level, not by counting reusable certificate templates. If a default course certificate is attached when the course is saved or published, that course still counts toward usage.

Step 4: Preview

Simulate the learner experience before publishing:

Step 5: Publish Settings

Step 5 — Publish Settings

1

Status options

2

Save & Publish actions

1Status options

2Save & Publish actions

Configure final settings and publish your course:

Auto-Save: Progress is auto-saved every 15 seconds. An unsaved changes banner appears when navigating away.

Catalog Courses vs Owned Courses

AmaraTech Catalog Courses

1

AmaraTech logo badge + OFFICIAL tag

2

Read-only lock icon

1AmaraTech logo badge + OFFICIAL tag

2Read-only lock icon

Your Company Courses

1

Editable course actions

1Editable course actions

6. Course Assignments

Complete Guide to Course Assignments

Assigning from Course Page

The method is to assign learning paths to your team members.

Assigning from Course Page

1

Learning Paths page

2

Assign button

1Learning Paths page

2Assign button

Step-by-Step Process

Assignment Configuration Modal

1

User search typeahead

2

Selected users list

3

Assignment settings

1User search typeahead

2Selected users list

3Assignment settings

Configure Assignment Details

After selecting recipients, configure these settings:

Complete Assignment

Bulk Assign from Users List

When you need to assign a course to specific users across multiple teams.

Bulk Assign — Users List

1

Checkbox selection column

2

Select All / Current controls

3

Assign button

1Checkbox selection column

2Select All / Current controls

3Assign button

Bulk Assign — Confirmation

1

Selected users count

2

Confirm assignment

1Selected users count

2Confirm assignment

Selection Process

Due Date Guidelines

7. Roles & Permissions

Understanding Access Control in the Company Admin Portal

Overview

Roles and permissions control what users can see and do within the Company Admin Portal. Understanding the role hierarchy and permission structure is essential for secure and effective system administration.

This guide covers:

Built-in Roles

Role Comparison Matrix

Permission Labels

The system uses specific permission strings that control access. Permissions follow: resource:action:scope

Assigning and Managing Roles

Assign Role to User

1

User profile sidebar

2

Role dropdown

3

Edit Member button

1User profile sidebar

2Role dropdown

3Edit Member button

Assigning a Role to a User

Path: Team Management → click on a team member → Profile sidebar → Edit member

Assigning Roles During User Creation

When inviting new users:

Invite User with Role

1

Email input

2

Role selector

3

Send Invitation button

1Email input

2Role selector

3Send Invitation button

The user receives their invitation with the assigned role already set.

Role Assignment Guidelines

Security Considerations

8. Billing & Subscription

Managing Plans, Payments & Credits

Accessing the Billing Section

Accessing the Billing Section

1

Billing sidebar link

2

Billing page overview

1Billing sidebar link

2Billing page overview

The Billing page is organized into several tabs that help you manage your subscription, payment methods, usage, and transaction history.

Billing Page Overview

Available Tabs:

Subscription Tab

Subscription Tab

1

Current plan details

2

Renewal date & status

1Current plan details

2Renewal date & status

Current Plan Information

Your current subscription displays:

Available Plans

Usage Visibility & Alerts

Upgrading Your Plan

Upgrading Your Plan

1

Plan selection

2

Checkout flow

1Plan selection

2Checkout flow

Payment Methods Tab

Credits Tab

What Are Credits?

Current Credit Balance

Current Credit Balance

1

Available credits

2

Usage this month

1Available credits

2Usage this month

The credits dashboard shows:

Troubleshooting Billing Issues