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Walk through

Top tips and suggestions for getting started with your portal
Creating a collection is a great place to start with your portals, as it lets you create, upload and view content as a student. We recommend checking all your content in study mode before you give users access.

🧭 Planning

Synap is being used by businesses and institutions all over the world to deliver, exams, training and courses to thousands of students. There are so many different things you can do with the platform so it's important to have a plan. We recommend the following steps for getting started:
  1. 1.
    Portal settings Decisions around portal registration methods, branding, page access and the overall look and feel of the portal.
  2. 2.
    Content Whether it's quizzes, questions & tags or other learning materials, content always takes the most time. Get started with creating or moving your content first. During this process you should think about tagging questions and assigning facets to tags, This step is essential if you want to use the analytics system.
  3. 3.
    Users & access Decide how you want your platform to be organised, who is getting access to which content and if you'll be using educators to moderate groups. Also what sort of data you want to be attached to users using the custom attribute system. How will you be inviting / adding users to the portal? Will you be using zapier or other integrations?
  4. 4.
    Advanced content Think about how you want to deliver your content. Are your quizzes going to be used in exams or collections? What are the rules around finishing an assignment? Will users have access to this content forever? What analytics do your users have access to?
  5. 5.
    Automations & more Once you've done and tested all of the above, maybe it's time to automate some of your day to day portal tasks. What can be automated via zapier or the API? How can I scale this process?
📣 Don't forget your onboarding manager is her to help you and talk about all of the above!

🆘 Accessing help

Get help at any time on portal. The main menu question mark icon will bring you to the first page of the help docs. All the important pages on Synap have specific docs linked to them in the top right hand corner. And use the chat widget in the bottom right to talk to our support team. Note chat support is not live, so leave as much detail as you can and someone will get back to you as soon as possible
Finding support on platform

👀 Preview / Study mode

As admins you'll spend most of your time viewing the adn side of the portal, but you'll need to preview content and access as a student.

Study mode

Use the profile icon in the bottom left to toggle in and out of study mode and view the platform as a student. You may need to make sure you're in a user group that has access to collections / other content.
Toggling study mode as an admin
Preview
Look for preview buttons on content in the top right to view quizzes, collections and courses as a student without having to go into study mode and set access
Preview button