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First-Time Setup Checklist

If you have just been granted Admin access to a new Arythmatic workspace, this checklist walks you through the essential setup steps — from branding to your first enrolled learner. Work through these in order; later steps depend on earlier ones.

1. Configure Your Workspace and Branding​

The first thing learners see is your workspace's look and feel. Set this up before you invite anyone.

  • Go to Settings → Branding & Themes in the manage dashboard.
  • Upload your organization's logo (light and dark variants).
  • Choose your primary brand color — this populates across the learner portal and certificates.
  • Optionally configure a custom domain (for example, learn.yourcompany.com) so learners access the platform on your own URL.
  • Save and preview the theme in both light and dark modes.

For full branding options, see the Branding & Customization section.

2. Invite Instructors and Admins​

Once your workspace looks right, bring in the people who will build and manage content.

  • Go to Users → Invite Users and enter email addresses.
  • Assign each person the appropriate role: Admin for full access, Instructor for content creation only.
  • Invited users receive an email with a sign-in link. They authenticate through your organization's Auth0 login.
  • You can also create Group Admins here if you plan to use the Schools/Groups feature to delegate management to department heads or account managers.

For detailed user management instructions, see the Users & Groups section.

3. Create Your First Course or Learning Path​

With your instructors on board, start building learning content.

  • Go to Courses → Create Course. The creation wizard walks you through:
    1. Basics — title, description, cover image, category, pricing.
    2. Curriculum — add sections and lessons. Upload videos, write text content, create quizzes, or add assignments.
    3. Settings — enrollment type (open, invite-only, paid), certificate settings, SEO metadata.
    4. Publish — set the course live or keep it as a draft.
  • If your learning program spans multiple courses in sequence, create a Learning Path instead: go to Learning Paths → Create Learning Path, add the courses in order, and configure completion criteria.

For step-by-step content authoring instructions, see the Building Content section.

4. Set Up Enrollments​

Decide how learners will get into your courses.

  • Manual enrollment — go to Enrollments and add learners one at a time or via CSV bulk upload.
  • Self-enrollment — learners browse the catalog and enroll themselves (free or paid).
  • Group assignment — assign a course to a school/group, and all group members are automatically enrolled.
  • Batches — if you run instructor-led cohorts on a fixed schedule, create a Batch under the course to manage that cohort's meetings, deadlines, and progress separately.

For full enrollment options, see the Enrollment & Delivery section.

5. Verify the Learner Experience​

Before you go live, log in as a learner (or create a test learner account) and walk through the experience end to end:

  • Browse the catalog and enroll in a course.
  • Complete a lesson, submit an assignment, and take a quiz.
  • Check that the certificate issues correctly on course completion.
  • Confirm that branding, logo, and colors look correct in the learner portal.

6. Configure Payments (if selling courses)​

If any of your courses or learning paths are paid, complete the payment setup before learners can purchase:

  • Go to Settings → Payments and connect your Razorpay account.
  • Verify that your published courses have prices set in the currencies you want to support.
  • Run a test transaction to confirm the checkout and enrollment flow work end to end.

For payment configuration details, see the Monetization section.

What's Next?​

Once your workspace is live and your first learners are enrolled, explore these areas to deepen your program:

  • Analytics — track enrollment counts, completion rates, assessment scores, and learner engagement. See Analytics & Reporting.
  • Engagement — configure gamification (badges, points, leaderboards) and learner certificates to motivate completion. See Engagement.
  • Communications — set up automated email notifications for enrollment, completion, and reminders. See Communications.