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Basic System Setup

Learn how to perform the initial basic setup of the system

Updated over 2 months ago

sereda.ai is a platform that will help you unlock the potential of your employees. It includes four main modules: Knowledge Base, Training, Surveys, and Performance Evaluation. This article will guide you through the setup process based on the needs of your company.

To set up your project, go to the “Project Settings” section. This section contains general settings, appearance settings, information about your subscription, administrators, and frequently asked questions.

1. General settings

On the “General” tab, you can enter the basic project data:

Project Name – You can specify any name for your project, usually your company’s name.

Project URL – The URL address of the employee portal; you can specify any subdomain.

Custom Domain – You can connect your custom domain for the employee portal; instructions are available via a link.

Support Email – The email address for your employee who other team members can contact in case of system-related questions.

Support Phone Number – The phone number of your support employee, to whom other team members can reach out for system-related queries.

Language – The language of the project, which will be used for adding training materials, documents, etc. It will also be set as the default language when adding new users.

Pre-moderation of Comments and Feedback – Disable this option if you do not want to manually review all feedback and comments before publishing them.

SEREDA Label in Website Footer – Disable this option if you do not want the sereda.ai label to appear on your employee portal.

2. Design.

On the “Design” tab, you can customize the appearance of your project:

• Choose your brand color.

• Select fonts and icons.

• Upload your company logo and icon.

3. Users

On the “Users” tab, you can view and add administrators to your project. To do this, click the “Add User” button.

A new window will appear where you need to enter the required information about the user and assign them the appropriate role.

If you need to change a user’s role, you can do this from the main page. Click on the three dots next to the user and select the “Edit role” option.

There are three roles in the admin panel:

• Support

• Manager

• Admin

To learn more about the differences between these roles, click the role icon on the main page.

4. FAQ (Frequently Asked Questions)

This section is designed to provide users with quick answers to common questions and issues. You can list frequently asked questions and provide answers here.

Click “Add New Question” to create a new entry in the FAQ section and provide users with information on frequent questions or issues.

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