Platform & Course Navigation
This article shows how to find your way around Coursebox: the left-hand menu, the Courses page and its tabs, and search. Unless a section says otherwise, it describes what admins, Super Admins and facilitators see. Learners see fewer menu items and no admin areas such as Users, Reports or Drafts.
Plan requirement: Announcements, Resources, Groups, Questions, Users, Leaderboard and Calendar are available on Pro + LMS and Enterprise. On Free, Creator and Pro, Achievements shows Certificates only. Compare plans.
For video walkthroughs, see the Coursebox YouTube video library.
The left-hand menu
Click + Create at the top of the menu to start a new course. See Create a Course using AI. Below it, the menu takes you to each area of your portal:
Announcements: the newsfeed for your whole portal. See Newsfeed & Announcements.
Courses: your courses, drafts and the courses you can join. See The Courses page below.
Achievements: certificates and badges. See Certificate Management and Pathways, Badges and Leaderboard.
Resources: shared files and folders. See Organise and Share Files with Resources.
Groups: spaces for teams, cohorts or communities. See Group Management.
Questions: a forum where people ask and answer questions. See Questions and Answers Section.
Users: the people on your portal. See User Enrolment, Removal and Updates.
Leaderboard: how learners rank by points, courses, certificates and badges. See Pathways, Badges and Leaderboard.
Calendar: events and key dates. See Calendar Setup and User Access.
Reports: course health, learners at risk, course and learner reports, and CSV exports. See Report Management.
Collapse or reorder the menu
To shrink the menu to icons, click the arrow (‹) at the top of the menu. Click it again to expand the menu.
To move an item, click ⋮ next to it and choose Up or Down.
For other menu and page settings, see Appearance Settings.
The Courses page
Click Courses in the left-hand menu. The tabs at the top show different sets of courses:
All: every course you can open or join.
My Courses: the courses you're enrolled in or manage. Learners keep finished courses here, so they can reopen a completed course at any time.
Drafts: courses that aren't published yet. Click a draft to open it and keep editing.
Grading queue: courses with learner submissions for you to review.
Deleted courses: courses that have been deleted. You can restore a deleted course from here.
Custom tabs: saved filters, such as Learn Coursebox. See Save a filter as a custom tab below.
Search for a course
Type in Search by title, author, tags or keywords at the top of the Courses page. Matching courses show as you type.
Save a filter as a custom tab
On the Courses page, click the filter icon next to the search bar.
Enter a Course title, or type a skill and click + Add.
Click Search to filter the courses.
To keep the filter as a tab, enter a Tab Name and click Save.
The new tab appears next to the other tabs. Click × on a custom tab to remove it. Only a Super Admin can create or delete custom tabs. Each tab is public (globe icon) or private (lock icon). Click the icon to switch. Click Reset in Filters to clear the filter.
Search the whole portal (admins and facilitators)
Learners don't have this search. The magnifying glass in the top bar is available to Admin, Super Admin and Facilitator accounts only. See What learners can and cannot search below.
Click the magnifying glass in the top bar.
Type a word, or part of a word, such as "onboard".
Results show as you type, grouped by type (for example Courses), with the total number of results and your keyword highlighted. Click a result to open it.
Share a link to all your public courses
To give people one link that lists all your public courses, use your portal's public course listing page. See Link to Your Public Course Listing Page from Your Website.
What learners can and cannot search
A common question is: "Can my learners search back through a course to find something they read earlier?"
What learners can't do:
Learners don't have the portal-wide search (the magnifying glass in the top bar).
There is no search inside a course. A learner can't type a keyword and find every page in a course that mentions it.
What learners can do instead:
Ask the AI Tutor. The AI Tutor is trained on the course content, so learners can ask a question in plain language and get an answer from the course material. See What is the AI Tutor in Coursebox?
Reopen the course from My Courses. Enrolled courses, including completed ones, stay in My Courses, so learners can go back to a specific page. See How do I navigate between my courses and drafts?
Use the course menu to jump between lessons and pages.
Use the browser's find function (Ctrl+F on Windows, Cmd+F on Mac) to search the page that's open. This searches one page only.
Course design tip: if learners often need to look things up again, add a summary or glossary page at the end of the course, or a downloadable reference PDF.
Troubleshooting
A learner can't find the search bar.
This is expected. The portal-wide search is for Admin, Super Admin and Facilitator accounts only, and there's no search inside a course. Point learners to the AI Tutor, or to My Courses to reopen the course.
A course isn't showing in My Courses.
Check that you're enrolled (ask your admin) and that the course is published, not a draft. Then refresh the page, or log out and back in. If it still doesn't show, clear your browser cache.
A menu item is missing.
Announcements, Resources, Groups, Questions, Users, Leaderboard and Calendar are on Pro + LMS and Enterprise. If an item is missing, your account may be on a lower plan; see coursebox.ai/pricing. Some items also depend on your role: admin areas such as Users and Reports don't show for learners on any plan.
Buttons or features aren't loading.
Try another browser (Chrome or Edge), turn off browser extensions that might interfere, check your internet connection, and make sure your browser is up to date.
Coursebox looks different on my phone.
Coursebox works best on a desktop or laptop browser. On mobile, some features may look or work differently.
A learner can't see or open their course.
Check that they're enrolled in the right course, that the course is published, and that it doesn't have an enrolment start date in the future. Then ask the learner to log out and back in.
A learner sees "Confirm your personal details" when logging in or accepting a course invite.
This is a normal step when someone sets up their account for the first time. It asks them to confirm their name, email and password. Once they complete it, they go to their course. If the step repeats or they can't continue, send us a screenshot of exactly what they see.
Reports aren't showing the latest data.
Reports numbers can take up to 5 minutes to update. Refresh the page, try a longer date range such as 90 days, and make sure the learner has completed the activity, not just opened it.