Configuring advanced company options

Overview

When you create or edit a company, there are a number of sections that are initially set to be collapsed. These are where you can add the final touches to company-branded behaviours.

Manager emails

This section controls the basics of the emails that are sent out from the IOMAD site. If the manager’s emails are set, then the type of email (completion, reminder or both) will be sent out as a digest email on the day selected:

If you have set up email template sets, then you can choose one to overwrite the company’s current email template set (if editing) or to use as a new company’s email template set (if creating).
Email templates can also be sent to the email addresses of users who are not registered on the system. These email addresses should be stored in a user profile field, and this can be selected for the company users here.

Advanced company settings

List of company domains: This is used to assign users to the company based on the email domain they supply on self-signup (if enabled). Any user who self-registers using an email domain from this list will be automatically filtered into this company. For more information, see Automatically assigning self-serve users to companies.
Maximum active users: Sets the total number of users that can be created within the tenant.
Webserver hostname: Used to match the URL in a browser to a company. Any user who lands on the IOMAD site via this domain will be directed automatically to this company. This should contain just the hostname, in the format testcompany.iomad.org (i.e. no https:// preamble). The hostname must be a domain or subdomain directed to the same IP address as the webserver that the IOMAD site is on, and it must be pointed to the same Moodle html folder on that webserver (from IOMAD 5.1 onwards, this is the /public folder). For more information, see How to set up different URLs per tenant.
Apply role template: Allows you to select a saved role template set and overwrite the tenant’s current set of role restrictions. If this company is to be a parent for child tenants, then you can also select a set of these templates which will be available to whoever is creating the child to choose from. More detail on role templates can be found here: How to restrict company capabilities.
Available role templates: Allows you to restrict which role templates should be made available to any child companies of this tenant.
Parent company: Assign or edit a parent company for the current tenant. Any company managers in the parent company will then be automatically assigned as managers of the current (child) company. Licenses from a parent company can also be split with the child.
Allowed to access shop?: Enables you to choose whether or not ecommerce is available to this tenant, if the option to enable shop access for all tenants is not already selected. The Use default site payment account checkbox and payment account drop-down enables you to choose which Moodle payment account to use for purchases for this tenant within the shop. For more information on the IOMAD ecommerce block, please see How to use the IOMAD ecommerce block.
Contract end date: After this date, the company will be suspended along with all company users. Reporting data is not cleared down, though.
Terminate after: Used in conjunction with the Contract end date, this is the period of time after the company is suspended before all licenses, course enrolments and interactions are cleared down.
Custom fields: Additional fields that can be used to store any other information about the company.

User defaults

This allows you to set what the default user settings will be when they are created within the company. These are the same options as are presented on the Moodle create user page.

Appearance

In the Appearance section, you can choose what theme the tenant will use:

IOMAD themes will allow for more customisation, but all tenants will be allowed to have their own large and small logos and favicon.
If the site theme doesn’t have its own settings for logos, then these will be used in place of the site logos for the tenant.
If your site theme doesn’t use the standard logos, then the theme logos will be used instead.

If you are using an IOMAD theme, then you can set per-tenant colours for basic changes and CSS, which is used to finely control the branding of the tenant:

The company Custom menus enable you to define a set of custom menus per tenant which will override the default site custom menus. There is an example menu provided to show the formatting required.

Certificate design

If you are using the IOMAD certificate module and have selected the Company or Company Kanji certificate types, you can override what each of the certificate images is for the tenant.

Each of the images can be changed or set to not display, which removes them completely from the generated certificate. This enables you to create a certificate within a shared course which can have different images and logos depending on which tenant the user belongs to.