Overview of Site Settings

Site Settings in LCvista provide administrators with powerful tools to customize, automate, and manage the platform to best fit their organization’s needs. Refer to the following outline and knowledge base articles for more information on each of the settings in the Site Settings hub.

General

SAML: Enable SAML login. To learn more, visit Log On Configuration Options

Email Settings: To learn more, visit Email Settings

  • FRIENDLY-FROM NAME - When populated, this value will prepend to your organization's existing Send From address.
  • REPLY-TO EMAIL ADDRESS - When populated, this is the email address where all replies will be sent. When left blank, replies will be sent to the existing Send From address.

Logo: Option to enter Logo and Banner Logo. To learn more, visit How to Update Logos in Site Settings Hub

Custom Colors: Option to add Top nav bar background color. To learn more, visit How to Update Logos in Site Settings Hub

Waitlist Defaults: Navigate to the waitlist settings to define default behaviors for session enrollments exceeding capacity. Choose between automatic or manual waitlist management and customize the user notification message. Please refer to this link for more information on waitlists.

  • Automatic: The system will automatically enroll the next user on the waitlist.
  • Manual: An admin user with the correct permissions will review and select who the open seat goes to.

SAML Config: To learn more, visit Log On Configuration Options

OAuth SSO Secret Key: To learn more, visit Token Based Single Sign On

Certified PDF: To learn more, visit Certified PDF

  • Enable Certified PDF
  • Certified PDF Signature - When uploading your Certified PDF signature, it is recommended to use a PNG image with a 5:1 aspect ratio (for width: height). Images will be scaled to fit the boundaries of 1000x200px but will not be expanded to fill the area if smaller. This image will appear on every page of your Certified PDF document.

Calendar Settings: To learn more, visit Sponsors

  • Set to Default Sponsor Filter

API KEY: To learn more, visit API Overview

Multisite: When enabled, Multisite enables a relationship between two different sites, allowing content sharing. To learn more, visit Multisite

AI Certificate Scanner: Only available with Plus Plan. To learn more, visit AI Enabled Certificate Scanner - Only Available with Plus Plan

 

Learner View

My Learning: To learn more, visit My Learning: Admin Settings

  • Enable Learning Plans Within My Learning Menu
  • Enable Programs Within My Learning Menu
  • Enable Activities Within My Learning Menu

Learning Plans: To learn more, visit Learning Plans

  • Customize User-Facing Term "Learning Plan"

Transcript: To learn more, visit My Learning: Admin Settings

  • Enable Transcript
  • Hide 'Credits' Column In Transcript
  • Expose Credits For all Statuses - Allows admins to display credit values in the Transcript's Credits column for all session statuses, not just passed sessions. When enabled, credit values are also sortable and included in CSV/Excel exports.
  • Expose Activities On Transcript By Default
  • Allow Professionals to Upload Certificates - When this feature is enabled, professionals may upload an external PDF to an internal program/session marked as "Passed" provided no certificate currently exists. If a certificate was manually entered by a user, it will be replaced if a certificate template is later applied to the session.

User Communication

  • Enable Confirmation Button on The Invitation Link Page
  • Allow Users to Opt-Out Of Invitation Emails
  • Display Preferred Name Across User-Facing Menus

Manager Notifications: Select Custom Fields to assign as Managers. Managers can be copied on auto-generated email notifications. Please note: notifications can only be triggered where the custom field value is formatted as an email.

Learning Catalog: To learn more, visit Catalog Settings

  • Expose Activities On Learning Catalog By Default
  • Expose Learning Plans on Learning Catalog By Default
  • Enable Default Date Range Filter - when enabled, catalog date filter will default to today's date

Privacy Policy Acknowledgement: To learn more, visit Self-Registration: Admin Setup & User Experience

  • Enable Privacy Policy Acknowledgement

 

Self Registration Settings

Self Registration Settings: To learn more, visit Self-Registration: Admin Setup & User Experience

  • Enable Self Registration

 

Catalogs

To learn more, visit Catalog Settings

 

Custom User Fields

To learn more, visit Custom User Fields

 

Approval Workflows

To learn more, visit Approval Workflow Settings

  • Assign Approval Requests
  • External credit settings
  • Credit modification settings
  • Jurisdiction modification default settings

 

Dashboard

To learn more, visit Dashboard Arrangement

 

ECommerce

When enabled, Admins will have the ability to configure a payment processor and offer sessions for sale to professionals. To learn more, visit eCommerce Setup

 

Jurisdictions

To learn more, visit Jurisdictions Settings

 

API Access

To learn more, visit API Overview

Access to LCvista's legacy (v1) APIs is scheduled for deprecation in 2027.  Use of v1 endpoints not included in this documentation may not be supported in v2.

Customers looking to build or update integrations are strongly encouraged to use v2 APIs which are currently in active development. v2 endpoints follow modern REST best practices as well as streamline functionality to reduce complexity. These endpoints are designed to be more performant, secure, and maintainable over time. 

If you would like access to v2 endpoints now, reach out to our Support Team to request a v2 access key. Since we need to associate the key with a user account in your site, we recommend creating a service account for this purpose (rather than using an actual user's account).

 

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