Learning Management System (LMS) #
The Learning section of Firm Settings allows Firm Admins to manage the firm’s Learning Management System (LMS), assign training content, monitor course participation, and track completion results across both firm users and company users.
Only Firm Admins have access to Learning Management settings.
Accessing Learning Management #
Navigate to:
Settings → Learning
This opens the Learning Dashboard, where you can manage courses, configure learning settings, and review user progress.
Learning Dashboard Overview #
The Learning Dashboard is divided into three primary sections:
- My Courses
- Propel Courses
- Reports
In addition, Firm Admins can choose whether to use Propel’s built-in LMS or connect an external learning platform.
Internal vs. External LMS #
At the top of the Learning Dashboard, you’ll see the LMS configuration setting.
Internal LMS #
By default, the platform uses Propel’s built-in Learning Management System.
This allows users to:
- Access courses directly within Propel
- Track progress automatically
- Complete quizzes and assessments
- Resume courses where they left off
- View course completion history
No additional setup is required.
External LMS #
If your organization uses a separate learning platform, you can connect it through the External LMS option.
To configure an external LMS:
- Navigate to Settings → Learning
- Select External LMS
- Enter the external learning platform URL
- Save your changes
Once configured, users can access your organization’s external training platform directly from Propel.
My Courses #
The My Courses tab contains all courses that have been assigned to your firm’s learning environment.
These courses are available to users based on the permissions and visibility settings configured by the firm.
Courses added to My Courses can be made available to:
- Firm Users
- Company Users
- Both Firm and Company Users
Propel Courses #
The Propel Courses tab contains pre-built training content created and maintained by Propel.
These courses are designed to help users:
- Learn the Propel platform
- Improve operational management practices
- Understand business growth methodologies
- Develop leadership and management skills
Adding Propel Courses #
To add a Propel course to your firm’s learning environment:
- Navigate to Learning → Propel Courses
- Locate the course you wish to add
- Click Add to My Courses
The course will then become available within your firm’s learning catalog.
Depending on your configuration, courses may also be available to company users.
Reports #
The Reports tab provides visibility into course participation and completion.
This dashboard allows Firm Admins to monitor learning activity across the platform.
Available Reporting Metrics #
Reports include information such as:
User Name #
The individual enrolled in the course.
Course Name #
The course assigned or completed.
Status #
Displays the learner’s current progress:
- Not Started
- In Progress
- Completed
Completion Date #
Shows when the user successfully completed the course.
Quiz Scores #
Displays performance on assessments and final quizzes.
Number of Attempts #
Shows how many attempts were required before successful completion.
First Attempt Pass Rate #
Indicates whether the learner passed the course on their first attempt.
Using Filters #
The Reports dashboard includes filtering tools to help locate specific information.
Common filters include:
- User
- Course
- Completion Status
- Date Range
- Progress Status
These filters help administrators quickly identify participation trends and training completion rates.
Course Visibility #
Courses added to the Learning Center can be made available to:
Firm Users #
Internal advisors, consultants, supervisors, and firm administrators.
Company Users #
Business owners, leadership teams, managers, and employees within company instances.
Both #
Courses can be shared across both audiences when appropriate.
Adding Custom Course Content #
Organizations interested in creating and publishing their own learning content may be able to do so through Propel’s course management services.
If you would like to:
- Create custom training programs
- Upload proprietary course content
- Build onboarding curriculums
- Deliver internal certifications
please submit a support ticket for additional information.
Best Practices #
We recommend that Firm Admins:
✓ Start with Propel Courses to familiarize users with the platform
✓ Use Reports regularly to monitor adoption and engagement
✓ Assign role-specific learning paths
✓ Review completion rates monthly
✓ Use training as part of onboarding for both firm and company users
✓ Standardize required courses across your organization
Permissions #
Only Firm Admins can:
- Configure LMS settings
- Switch between internal and external LMS options
- Add Propel Courses
- Review reporting data
- Manage course availability
Firm Users and Company Users can participate in courses but cannot manage Learning Settings.
Related Articles #
- Learning Module Overview
- Accessing the Learning Center
- Propel Courses
- LMS Reporting
- Using an External LMS
- Firm Settings Overview