Implementation guide

Follow the steps in our Implementation Guide to help you get up and running with Litmos.

Step 1 - Kick-off

Discuss requirements 

Define your requirements and timeline with your team. It’s helpful to work backwards from your overriding goal (i.e. 80% Infosec compliance by Jun 01).

Set up environment

Add your admin users and change access levels.

Review resources

Familiarise yourself with the people and resources available to help you get up and running.


Step 2 - Learn

Graduate from LitmosDojo™

Sign up to LitmosDojo™ and work through the available courses.

Attend our free Live Training sessions

Register to attend our free live webinar sessions. 

Application walk through

Take some time to navigate around your Litmos application to familiarise yourself with its features


Step 3 - Build

Course structure

This step may include the following tasks:

  • Create the course shells
  • Set Course Settings
  • Create Learning Paths


Upload and create content. Things to consider:

  • What type of content will appear in your courses?  PowerPoints, Videos, SCORM?
  • If the content is not yet created, who will create it and how?
  • How are you going to get this content into Litmos?
  • Are you using native Litmos built modules (Assessments, checklists, ILT)?  If so, which ones?  
  • Who will write/ manage/built your modules? Will it be multiple users?
  • What Course settings will need to be set? (compliance, due dates, passmarks, etc)
  • Will you use Learning Paths?  
  • Who will the Courses be available to?
  • How will learners access courses?


There are five standard ways to get users into the system:

 To help determine which method to to use, ask the following questions:

  • How will users be accessing the system?  
  • Do you need to export a list of users from another system?  
  • Does an integration between Litmos and another platform need to be built in order  to constantly sync users?  
  • After launch, how will users be imported and updated in the system?

 You may also want to consider if this is a good time to assign the courses to users.

Team structure

Define what courses need to be available to what teams, and what reporting will need to be pulled based on Teams, commonly:

  • Location and sub location (North America :California : Southern California etc.)
  • Job title (sales, marketing, etc.)
  • Job level (manager, specialist, etc.)
  • Pay type (salary, hourly, etc.)
  • Internal vs. External
  • Customer vs. Partner vs. Employees
  • Primary Language
  • Learner’s Manager

 Check out these tips on building your team structure.

Branding and communications

The User Interface (UI) can be customized from ‘Account>Theme’.  There are two types of User Interface customizations:

  • Basic - Edit things like the header color and text, upload a logo, and change the layout.
  • Advanced - Create your own header and footer with HTML.  Customize the look and feel of the system with CSS

 For more information about Customizations, see the Customizations section in our help guide.

Edit outbound emails from ‘Accounts > Email’.  If your users will use more than one language, edit the emails for each language that will be used by selecting the language from the dropdown menu.


Configure integrations as required from ‘Accounts>Integrations’.


For assistance with our RESTful API, please see the Developer API section in our help guide. Professional Services can also help with API development.

Historical data migration

If you need to import historical information from your past Learning Management System, we can provide a spreadsheet to be filled in.  This spreadsheet will mark courses for these learners as complete.  It will not save the progress of a learner who is midway through a course or mark the modules complete.  This import will only mark course that the learner has completed as complete.  

The columns that will need to be included are:

  • Username
  • Course ID (Found in the course settings)
  • Course Completion date
  • Complete/Incomplete 


  • Test the entire platform as a learner in ‘learner view’ including emails, certificates, and navigation
  • Test the workflow of any tasks an administrator may need to frequently execute such as marking an assessment.
  • If you are selling courses, walk through the purchase process.  We recommend setting the course to sell for as little as one cent to help with testing.
  • Run all tests on all types of supported browsers and devices users may use.

Note: When testing as a learner, it is recommended to use a new, fresh, user setup as a learner.


Step 4 - Launch


Train team leaders and admins on running the system (adding users, course assignment, reporting, managing ILT sessions etc).

If not already done so, admins and team leaders should self-sign up to Litmos Dojo and register for weekly live training sessions.


This step may be as simple as as going to the People tab and selecting the blue “Send login emails” link on the right to send the welcome email to all your learners.  This may be sending out an email to all employees that Litmos is now available through Okta or another Single Sign On system.  However, you choose to invite your learners into the system, this is the phase in which your learners will first learn about Litmos.      

Through previous customer feedback, we have learned that the best  way to get immediate and high learner engagement is to market to them as if you were a business marketing to prospective customers.  Therefore, we recommend being both creative and encouraging through this step and as long as everything goes as planned you will begin to see your login rates grow.


It’s always worthwhile to put time aside shortly after deployment to gather and review feedback from learners and admins on both content and the delivery platform (Litmos).




Requesting Support

When submitting a support ticket, provide the following details:

  • Company name and URL for account (example:
  • Examples of: usernames of users affected, module name(s), course name(s)
  • Steps that you (or the learner) took when the issue occurred
  • Screenshots of the issue (please include URL)
  • File/document that you are experiencing the issue with so that we can run tests on this ourselves (.csv, video file, SCORM file, etc.)
  • Details on the scenario: is this happening with multiple people? Can you replicate it yourself?
  • A phone number and good time to for a support agent to reach you
  • Permission to access your account to see the issue live. For this we will need you to create an account for (with Training Admin permissions).

Get more from Litmos

 The biggest competitive advantage for an organisation is the ability to learn and adapt faster than the competition so how do you get more from your LMS? We recommend using the following questions to discover new ways to use Litmos:

  • Am I making best use of all available features (simply navigating through the application can help you discover new things)?
  • Am I using the features efficiently (our Support team or your Account Manager can help with this)?
  • How will you improve the depth of training you offer?
  • How will you improve the breadth of training you offer?
  • How will you better motivate people to participate in learning?
  • How will you encourage and deliver continuous learning where your learners are?
  • How could you improve the success of your extended organisation through learning?
  • Which other parts of your business would benefit from hearing what Litmos can do for them (your Account Manager can help with this)? 

Have more questions? Submit a request


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