Course Setup & Configuration

Created by Carolina Martin, Modified on Tue, 16 Dec, 2025 at 12:51 AM by Carolina Martin

This topic explains how to navigate your courses in Coursebox and configure key settings that control how a course is displayed, accessed, assessed, and managed. It covers course navigation views, advanced configuration options, ownership and visibility controls, and tools for organising, duplicating, and maintaining courses throughout their lifecycle. 


Watch the Tutorial Videos found in our Demonstration Video Library.



Navigate your Courses

Coursebox makes it easy to create, organise, and manage your courses—whether you're browsing available learning content, tracking your own progress, or developing new material. This section introduces the key navigation tools and views that help you access and customise courses with confidence.

You’ll learn how to:

  • Explore all available courses using the All tab
  • Find and resume courses in your My Courses tab
  • Manage in-progress content in the Drafts section
  • Use Preview Mode to experience your course as a learner would

Whether you’re a course creator or an active learner, this guide will help you make the most of Coursebox’s intuitive course navigation features.


 

Configure Advanced Course Settings

The Advanced Settings panel allows you to configure detailed options for your course, including sharing, grading, learner display, and time-based settings. These controls give you greater flexibility over how your course is presented and managed. 


In your publish settings in your course:

  • Go to your Publish Settings within your course.
  • Select Advanced Settings to open the configuration window.




Sharing

The buttons are always in the default ‘on’ position when you open this page. 

You have the option of turning them off, if these platforms are not set up. 

The activated social media icons will show up on the last activity page.




Location

Start typing an address in the address finder and a list of addresses will be created to pick from.




Grading Method

This is where you set the grading method and pass rate. Click the drop down box to reveal the pass grade options




Pass grade

The method is either the sum of all grades or just completing the work. 

If you set the Pass grade at 80% for instance and the cumulative grades fall below 80% then that would be recorded as a fail. 

A pass grade is recorded for any score over 80%.


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Think about what an acceptable pass grade for your course is.  There are many factors to consider such as the industry, or industry standards or complexity of the course. 


Depending on the course you may want a 100% pass rate so consider the importance of the course and what is deemed satisfactory knowledge to pass.


For instance, I am a diabetes educator and when I did the training for commencing people on insulin pumps, the pass grade was 100%. I had to thoroughly  know what I was doing because missing a step could be potentially life threatening.



Points system

You are able to assign points to a course here. Upon completion, the leaner will be assigned that many points.



Show total learners

If enabled, it will hide the number of users in the Arlo event. This is only an option if you have Arlo synchronization for this course.




Disable Content Protection (Disable Copy/Paste) 

When ON, learners can freely download or copy course content without restrictions. When OFF, Coursebox’s content protection is active, preventing downloads and limiting copying to protect intellectual property. It is recommended to keep this OFF unless the course content is intended for free distribution. 




Duration

Set a course duration to guide learners on how long the course is expected to take. This can help with pacing, time management, and meeting compliance or reporting requirements.




Enrolment Length

Enrolment length lets you control how long a learner has access to a course after enrolling. This setting is useful for managing course availability, encouraging timely completion, or aligning access with program deadlines.




Code (Arlo)

If Arlo API is enabled, this code must match the course template code.




Price & Tax

This is where you will set the GST or VAT tax amount is inserted.

Some education courses, course materials are GST exempt. 

Check with the ATO or your accountant for GST

https://www.ato.gov.au/Business/GST/How-GST-works/

Click the link below for VAT

https://www.taxpolicycenter.org/briefing-book/what-vat



Set Course Priority for Display Order

Course priority helps control the display order of courses for learners and admins. By assigning a numeric value to each course, you can ensure high-priority courses appear more prominently—especially when using the "Priority Forced" sort option. This is particularly useful for spotlighting featured, time-sensitive, or compliance-mandatory courses.


  • Navigate to the Courses section.
  • Click on the Edit Course button for the course you want to prioritise.
  • Select the gear icon next to “Edit Course” to open advanced options.
  • Locate the Priority option in the dropdown menu.
  • Enter a numeric value in the Priority field:
    Lower numbers = higher priority (e.g., 1 will be shown before 10).
    Leave the value at 0 if no priority is needed.



  • Go back to the main Courses view.
  • Click the Sort dropdown at the top right.
  • Select Priority, and ensure the Forced checkbox is ticked.
    This will override other sort orders and display courses based on the priority number you’ve set.



Set Course Visibility & Ownership

The Administration Tools section provides guidance on managing user access, branding, system settings, and advanced platform features. These tools are designed to give administrators full control over how courses are delivered, tracked, and customised across the organisation.

 Click on the in your course page to reveal the course administration tools.



Transfer Course Ownership

Super Admins can also transfer course ownership to another user when needed.  

In Coursebox, Super Admins have the ability to transfer course ownership to another user. This is useful when a course creator changes roles, leaves the organisation, or when ongoing course management needs to be reassigned. The new owner will have full control of the course, including editing rights and administrative privileges.

  • Navigate to the course you want to transfer and click Edit Course from the top right menu.
  • Click the gear icon (⚙️) next to the Edit Course button to open additional settings.
  • From the dropdown menu, click on Transfer ownership at the bottom of the list.


  • A pop-up window will appear. Use the search bar to find the user you want to assign as the new course owner.
  • Click Transfer ownership to complete the process.



Duplicate a Course

The Duplicate feature lets you create a copy of an entire course, which will appear in your Drafts. This is a valuable time-saving tool when you want to reuse an existing course structure.



You might use it to:

  • Build a shorter or condensed version of a course
  • Tailor the same content for a different audience or language level
  • Experiment with changes without affecting the original course

Duplicating a course helps streamline course creation while maintaining consistency across programs.


Delete a Course

The Delete function allows you to permanently remove a course from your drafts or course list. This is useful if the course is no longer needed or was created by mistake.



When you click Delete, a confirmation message will appear to ensure the action is intentional. You can choose to cancel at this stage if needed. 


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Note: Use this option with care, as deleted courses cannot be recovered



Hide a Course from Search

If you prefer to keep a course hidden from search results, you can use the Hide in Search option. This prevents others from discovering the course until you're ready to share it. When you're ready to make the course visible again, simply click Make Visible to restore its discoverability.



Set Prerequisites for Learning Pathways

While many courses can be taken independently, some learning pathways may require the completion of a prior course before progressing. For example, Course 1 might need to be completed before accessing Course 2.

  • Go to the course you want to set the prerequisite.
  • In the top-right corner, locate the settings (gear) icon next to Edit Course.
  • From the dropdown menu, select Prerequisite (lock icon).
  • This option allows you to specify another course that must be completed first.



  • Once “Prerequisite” is enabled, you can select which course (e.g., Course 1) must be completed before learners can access this one.



Set a Publicly Listed Course

When a course is marked as Publicly Listed, it becomes visible to anyone browsing your training portal. This means the course will:

  • Appear in search results and catalog listings
  • Be accessible to learners without needing a private link
  • Support broader visibility and enrolments across your audience



This setting is ideal if you want to:

  • Promote courses to the general public

  • Offer open-access learning experiences

  • Increase discoverability for marketing, community, or awareness campaigns

If the checkbox is left unticked, the course remains hidden from public search. In that case, learners will need a direct link or specific invitation to access it.


⚠️ Note: Public listing does not override enrolment permissions. You can still apply pricing, prerequisites, or access restrictions as needed.

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