Loree Admin Dashboard - User Guide

Loree Admin Dashboard - User Guide

Welcome to Loree Admin Dashboard


Glad! Managing Loree editor interface features via Loree Admin dashboard. 

Navigation to Loree Admin Dashboard

Happy to help you to take a tour of the Loree Admin Dashboard!

To access the Loree Admin Dashboard, ensure that your account has been assigned the Loree-Admin role under Settings → Admins.
If you do not have this access, please contact your Canvas Account Administrator to request Admin Dashboard permissions.

Once a user is added to the Loree-Admin role, an Admin Portal button will appear in the top-right corner of the Modules page within the Loree LTI in Canvas.

Clicking this Admin Portal button opens the Loree Admin Dashboard, where users can manage the features and settings of the Loree Editor.

Please note that the Admin Dashboard operates within an organization-specific limit, meaning users can view only the status and data related to their own organization. This restriction ensures that all organizational data remains secure and protected.

To exit the Admin Dashboard, click the Exit Admin button located in the top-right corner of the Admin Dashboard page.


After switching to the Admin Dashboard, the first option you will see in the menu is Dashboard. By clicking on Dashboard, you can view an overview of key metrics and details displayed in total numbers.


Admin Permissions

Loree Design Admin

Loree supports multi-tier admin access through enhanced Admin Role Management. As part of this functionality, a dedicated role called Loree-Design-Admin allows users to access the Admin Dashboard with permissions defined by the LMS Admin. When a user is assigned the Loree-Design-Admin role, they will see the Admin Dashboard option; however, they will only have access to the features that the LMS Admin has enabled for them. If a user is removed from the Loree-Design-Admin role, they will still be able to launch Loree, but the Admin Portal button will no longer be available. Within the Admin Dashboard, the LMS Admin can use the Admin Permissions option to configure dashboard permissions for Loree-Design-Admin users. The list of permissions mirrors the features available in the LMS Admin Dashboard, except for the Admin Permissions option itself.

Dashboard Section

When the LMS Admin clicks the drop-down menu in the Dashboard section, they will find the options to enable or disable the Read and Filter permissions for the Loree-Design-Admin role. If this feature is enabled, the Loree-Design-Admin will have the ability to view and filter dashboard reports within the Admin Dashboard.

Roles and Permissions

When the LMS Admin clicks the drop-down menu in the Roles and Permissions section, they will find multiple options available, including Read-only, Create Loree Role, Fetch Canvas Roles from Accounts, and Map Loree Roles with Canvas Roles.

  • Read Only: Allows the Loree-Design-Admin to view the roles and features enabled by the LMS Admin.

  • Create Loree Role: Allows the Loree-Design-Admin to create new Loree roles.

  • Fetch Canvas Roles from Accounts: Allows the Loree-Design-Admin to fetch Canvas roles from both accounts and sub-accounts.

  • Map Loree Roles with Canvas Roles: Allows the Loree-Design-Admin to map Loree roles with corresponding Canvas roles.

Custom Blocks

The Loree Admin can now assign different permissions to users based on their roles to view or manage Custom Blocks within the Admin Dashboard.

To configure these settings, navigate to Loree Admin Dashboard → Roles and Features → Custom Blocks (based on roles).

Under the Custom Blocks section, there are six available options for each Template, Row, and Element: Read Only, Edit, Delete, Change Category, Make Global Copy, and Reassign. The Admin can enable or disable any of these options as required for each item type.


For example, when the selected role is Loree-Design-Admin and Custom Blocks is selected, the following options will be available:

  • Read Only: Allows the Loree-Design-Admin to view existing Templates, Rows, and Elements.

  • Edit: Allows the Loree-Design-Admin to edit existing Templates, Rows, and Elements.

  • Delete: Allows the Loree-Design-Admin to delete existing Templates, Rows, and Elements.

  • Change Category: Allows the Loree-Design-Admin to change the category of Templates, Rows, and Elements.

  • Make Global Copy: Allows the Loree-Design-Admin to create a global copy of existing Templates, Rows, and Elements and save them as new ones.

  • Reassign: Allows the Loree-Design-Admin to reassign Templates, Rows, and Elements to a different user.

When the Admin enables a specific option (such as Read Only) for all three categories — Templates, Rows, and Elements — the main checkbox next to that option will automatically be checked.

As shown in the example above, since the Read Only option is enabled for Templates, Rows, and Elements, the checkbox next to Read Only is ticked. If the Admin wishes to disable the Read Only option for all three categories at once, they can simply uncheck the Read Only checkbox, and it will automatically disable the option across all categories.

Fonts

In the Fonts section of the Admin Dashboard, the LMS Admin can manage permissions related to Google Fonts and Custom Fonts for the Loree-Design-Admin role.


As shown in the image above, there are four available options under both Google Fonts and Custom FontsRead Only, Add/Upload, Delete, and Download/Copy CSS.

  • Read Only: Allows the Loree-Design-Admin to view the list of available fonts.

  • Add/Upload: Allows the Loree-Design-Admin to add or upload new fonts.

  • Delete: Allows the Loree-Design-Admin to delete existing fonts from the list.

  • Download/Copy CSS: Allows the Loree-Design-Admin to download or copy the CSS for the selected fonts.

The Admin can enable or disable these options as needed for both Google Fonts and Custom Fonts, providing flexible control over font management permissions.

Configure

When the LMS Admin clicks the drop-down menu in the Configure section, they will find multiple configuration options available, including Canvas User Credentials (Read Only), External Tools (Read Only), External Tools (Can Edit), Kaltura (Read Only), and Kaltura (Can Edit).


  • Canvas User Credentials (Read Only): Allows the Loree-Design-Admin to view Canvas user credentials, which cannot be edited.

  • External Tools (Read Only): Allows the Loree-Design-Admin to view the external tools configuration.

  • External Tools (Can Edit): Allows the Loree-Design-Admin to view and edit the external tools configuration.

  • Kaltura (Read Only): Allows the Loree-Design-Admin to view the Kaltura configuration, if available.

  • Kaltura (Can Edit): Allows the Loree-Design-Admin to view and edit the Kaltura configuration.

Style Manager

When the LMS Admin clicks the drop-down menu in the Style Manager section, they will find multiple options available, including Custom Colors, Custom Headers, and Custom Links.


  • Custom Colors: Allows the Loree-Design-Admin to add and edit custom color options.

  • Custom Headers: Allows the Loree-Design-Admin to add and edit custom header options.

  • Custom Links: Allows the Loree-Design-Admin to add and edit custom link options.

Auditability Logs

When the LMS Admin clicks the drop-down menu in the Auditability Logs section, they will find the Read Only option. If this option is enabled, the Loree-Design-Admin will have permission to view the Auditability Logs within the Admin Dashboard.


Categories

When the LMS Admin clicks the drop-down menu in the Categories section, they will find multiple options available, including Read Only, Create New Category, Rename, and Delete Categories.


  • Read Only: Allows the Loree-Design-Admin to view the categories that are already created.

  • Create New Category: Allows the Loree-Design-Admin to create a new category.

  • Rename: Allows the Loree-Design-Admin to rename an existing category.

  • Delete Categories: Allows the Loree-Design-Admin to delete an existing category.

Loree Interactive Management (Individual/ Bulk)

When the LMS Admin clicks the drop-down menu in the Loree Interactive Management (Individual/Bulk) section, they will find multiple options available, including Read Only, Rename, Share as Global, Share to Sub-Accounts, and Delete.


  • Read Only: Allows the Loree-Design-Admin to view the interactives that are already created.

  • Rename: Allows the Loree-Design-Admin to rename an existing interactive.

  • Share as Global: Allows the Loree-Design-Admin to share an existing interactive globally across all users within the institution.

  • Share to Sub-Accounts: Allows the Loree-Design-Admin to share interactives with specific sub-accounts.

  • Delete: Allows the Loree-Design-Admin to delete an existing interactive.

Roles & Features

Once the user switches to the Loree Admin Dashboard by clicking the Admin Portal button, they will be able to view the Roles & Features accordion along with its corresponding tabs. Within this section, two tabs are available: Loree Roles and Canvas Roles.

Loree Roles

The Loree Roles section manages the feature permissions assigned to each role within Loree. By default, Teacher and Designer roles are created with all features enabled. The Admin can modify these permissions by enabling or disabling features for any existing role—such as Teacher, Designer, or any custom role created using the Create New Role button located in the top-right corner.

When new roles (for example, Role 1 or Role 2) are created, they must be mapped to the appropriate Canvas Roles (the user’s course-level role in Canvas) to ensure the correct features are available in the Loree editor.

Note: The Canvas Account Admin will automatically receive access to all Loree features by default.

There are seven feature groups in this section, each containing a set of dropdown options that can be enabled individually or in combination. Only the Loree Admin can manage these options using the Admin Dashboard.

Basic: Allows the admin to enable or disable the basic features of the Loree Editor.

Advanced: Allows the admin to enable or disable advanced features of the Loree Editor.

Custom Blocks: Allows the admin to enable or disable permissions to Create, Edit, Delete, and Share Templates, Rows, and Elements based on the selected Loree role. The admin can also allow users to add new categories.

Loree Interactives: Allows the admin to give users access to Create, Edit, Duplicate, and Delete Loree Interactives under My Interactive, Global Interactive, and Shared Interactive. Users cannot create Shared Interactives directly.

H5P: Allows the admin to give users access to Create, Edit, and Delete H5P activities based on their assigned role.

Color Picker: Allows the admin to enable user access to multiple color-selection tools, including Saturation Palette, Transparency, Custom Colors, Hex/RGB input, and the Secondary Color Palette.

Auto Save: This option allows the admin to enable or disable Loree’s automatic saving functionality. When enabled, the user’s progress in the Loree Editor is saved automatically at regular intervals, ensuring that changes are not lost even if the session is interrupted.

Canvas Roles

The Canvas Roles section manages the mapping between Loree roles and Canvas course-level roles. Based on the course entered, the system automatically fetches the available Canvas roles from the relevant account.

If the selected course belongs to a Sub-Account, all roles from that Sub-Account are displayed. If the course is not associated with any Sub-Account, the system displays Root Account (Crystal Delta in our instance) roles by default. When a Canvas Admin switches to a specific Sub-Account, only the roles available within that Sub-Account are fetched and shown.

Once Loree roles are created using the Loree default role, each Loree role must be mapped to the corresponding Canvas role. This Canvas role is determined by the role assigned to the user at the course level (Canvas Course Navigation → People → Role Assigned), ensuring the correct permissions are applied within the Loree editor.

Note: The Select role option (default dropdown selection) does not assign any roles or enable any features.


Root Account and Sub-Account Role Mapping

When an Admin maps Loree roles at the Root Account level, those mappings are automatically applied to all Sub-Accounts and courses within the Canvas instance.

Admins can also configure Loree role mappings at the Sub-Account level by clicking the Root Account (Crystal Delta in our instance) button and selecting the appropriate Sub-Account.

Mapping Roles for a Sub-Account
  1. Select the Root Account accordion to view the list of associated Sub-Accounts.

  2. From the Sub-Account list, select the desired Sub-Account for which roles need to be mapped.

  3. Click the Fetch Roles button to retrieve the roles available in the selected Sub-Account.

  4. Map the required Loree roles to the corresponding Canvas roles.

Course-Based Role Access

If an Admin enters a course that is created under a specific Sub-Account, the Admin will only have permission to update roles and features for:

  • The Sub-Account associated with that course, and

  • Any child Sub-Accounts under it.

Example:
If a course belongs to the Test Department Sub-Account, the Admin can map roles only for the Test Department Sub-Account or its child accounts (for example, test dep one and Test Sub Department), as shown in the screenshot below.


Custom Blocks

The Custom Blocks workflow in the Admin Dashboard has been updated to provide improved organization and control.

When a Loree Admin accesses the Admin Dashboard, the Custom Blocks section now includes a dropdown menu. Selecting this dropdown displays three separate management options:

  • Templates

  • Rows

  • Elements

Each option allows the Admin to manage Templates, Rows, and Elements independently, making it easier to organize, update, and maintain custom block components within Loree.

Templates

Selecting Templates from the Custom Blocks dropdown displays three categories:

  • Private

  • Global

  • Shared

Each category allows Admins to view and manage templates based on their visibility and usage.

Private Templates

The Private tab displays all templates created by users.

Admins can:

  • Search templates by name using the search field.

  • Filter templates by category using the Category dropdown.

  • Sort templates by:

    • Name

    • Category

    • Created by

    • Created at

    • Updated at

    • Global

    • Shared

    • Restore

For each template, the three-dot (⋮) menu provides the following actions:

  • Rename

  • Delete

  • Make a Global Copy

  • Change Category

  • Reassign Template

Bulk Actions

When two or more templates are selected, multi-selection actions are enabled:

  • Delete

  • Reassign

  • Change Category

These options allow Admins to manage multiple templates simultaneously.

Pagination and Display Options

At the bottom of the screen, Admins can:

  • Navigate to the First, Previous, Next, or Last page

  • Jump directly to a specific page

  • Change the number of rows per page using the dropdown.

Global Templates

The Global tab displays all templates that have been marked as Global by an Admin.

Admins can sort Global templates by:

  • Name

  • Category

  • Created by

  • Created at

  • Updated at

All other management options remain the same as those available in the Private tab.

Shared Templates

The Shared tab displays all templates that have been shared by users.

Admins can sort Shared templates by:

  • Name

  • Category

  • Created by

  • Created at

  • Updated at

All other management options remain the same as those available in the Private tab.

Rows

Selecting Rows from the Custom Blocks dropdown displays three categories:

  • Private

  • Global

  • Shared

Each category allows Admins to view and manage rows based on their visibility and usage.

Private Rows

The Private tab displays all rows created by users.

Admins can:

  • Search rows by name using the search field.

  • Filter rows by category using the Category dropdown.

  • Sort rows by:

    • Name

    • Category

    • Created by

    • Created at

    • Updated at

    • Global

    • Shared

    • Restore

For each row, the three-dot (⋮) menu provides the following actions:

  • Edit

  • Delete

  • Make a Global Copy

  • Change Category

  • Reassign

Bulk Actions

When two or more rows are selected, multi-selection actions are enabled:

  • Delete

  • Reassign

  • Change Category

These options allow Admins to manage multiple rows simultaneously.

Pagination and Display Options

At the bottom of the screen, Admins can:

  • Navigate to the First, Previous, Next, or Last page

  • Jump directly to a specific page

  • Change the number of rows per page using the dropdown

Global Rows

The Global tab displays all rows that have been marked as Global by an Admin.

Admins can sort Global rows by:

  • Name

  • Category

  • Created by

  • Created at

All other management options remain the same as those available in the Private tab.

Shared Rows

The Shared tab displays all rows that have been shared by users.

Admins can sort Shared rows by:

  • Name

  • Category

  • Created by

  • Created at

All other management options remain the same as those available in the Private tab.

Elements

Selecting Elements from the Custom Blocks dropdown displays three categories:

  • Private

  • Global

  • Shared

Each category allows Admins to view and manage elements based on their visibility and usage.

Private Elements

The Private tab displays all elements created by users.

Admins can:

  • Search elements by name using the search field.

  • Filter elements by category using the Category dropdown.

  • Sort elements by:

    • Name

    • Category

    • Created by

    • Created at

    • Updated at

    • Global

    • Shared

    • Restore

For each element, the three-dot (⋮) menu provides the following actions:

  • Rename

  • Delete

  • Make a Global Copy

  • Change Category

  • Reassign 

Bulk Actions

When two or more elements are selected, multi-selection actions are enabled:

  • Delete

  • Reassign

  • Change Category

These options allow Admins to manage multiple elements simultaneously.

Pagination and Display Options

At the bottom of the screen, Admins can:

  • Navigate to the First, Previous, Next, or Last page

  • Jump directly to a specific page

  • Change the number of rows per page using the dropdown

Global Elements

The Global tab displays all elements that have been marked as Global by an Admin.

Admins can sort Global elements by:

  • Name

  • Category

  • Created by

  • Created at

All other management options remain the same as those available in the Private tab.


Shared Elements

The Shared tab displays all elements that have been shared by users.

Admins can sort Shared elements by:

  • Name

  • Category

  • Created by

  • Created at

All other management options remain the same as those available in the Private tab.

Fonts

The Fonts section in the Loree Admin Dashboard allows Admins to manage both Google Fonts and Custom Fonts for use in the Loree editor. Loree provides access to 900+ Google Fonts, and Admins can also upload and manage their own custom fonts directly from the dashboard.

When enabled and saved, selected fonts become available in the Loree editor.

Accessing Fonts

From the Admin Dashboard, select Fonts from the navigation menu. The Fonts section contains two options:

  • Google Fonts

  • Custom Fonts

Google Fonts

The Google Fonts tab displays all Google Fonts that have been added to the instance.

Admins can:

  • View the list of available Google Fonts

  • Remove a font by clicking the Delete option located next to the font name on the right side of the screen

Custom Fonts

The Custom Fonts tab displays all custom fonts that have been uploaded to the instance.

Admins can:

  • Upload custom fonts using the Upload option

  • Download or copy all font styles (CSS) in a single click using the option provided at the bottom of the screen

  • Paste the copied CSS into the Theme settings to apply all fonts in one update

Uploading Custom Fonts

To upload a custom font:

  1. Click the Upload option.

  2. Select font files from your system in one of the supported formats:

    • TTF

    • OTF

    • WOFF

  3. Select the font style after choosing the file.

  4. Click Upload to complete the process.

Upon successful upload, a confirmation message appears:

Applying Custom Fonts

  • After uploading a font, the Admin must copy the font’s CSS.

  • Paste this CSS into the Theme settings to ensure the font is applied and visible in the LMS.

Important Notes
  • Supported font formats: TTF, OTF, WOFF

  • A maximum of 10 font files can be uploaded per upload action

Configure

The Configure accordion in the Loree Admin Dashboard provides access to key system-level settings. This section contains the following configuration options:
  • Canvas User Credentials

  • External Tools

  • Canvas Studio

  • AI Tools

Each option allows Admins to manage and configure specific integrations and features within the Loree platform.

Canvas User Credentials

Note: This is a default configuration and cannot be modified.

External Tools

The External Tools tab allows Admins to manage supported third-party integrations within Loree.

Currently supported external tools:

  • H5P

  • Kaltura

Add External Tool

A new External Tool configuration UI is available in the Admin Dashboard, allowing Admins to add external tools directly within Loree.

To add an External Tool:

  1. Open the Admin Dashboard.

  2. Navigate to Configure → External Tools.

  3. Click Add External Tool.

This interface enables Admins to configure and manage external tool integrations from a centralized location.

To know more about External Tool configuration:

Canvas Studio

The Canvas Studio tab manages the integration between Loree and Canvas Studio, allowing Canvas Studio media to be accessed and used within the Loree editor.

To know more about Canvas Studio configuration:

AI Tools

The AI Tools tab allows Admins to manage AI-related features available within Loree. This section controls how AI-powered capabilities are enabled and configured for the instance.

To know more about AI Tools configuration:


Color Groups

The Color Groups in the Loree Admin Portal now includes the Global Colors customization option in the Loree Editor. The section below will provide more details on this feature. We now have two options under Color Groups: the Primary section for Global Colors and the Secondary section for Additional Custom Color Palettes.

The benefits of the color group 

Consistency: It ensures uniformity in design by using predefined color schemes across the content.
Efficiency: It allows for quick color selection, saving time in the design process.
Accessibility: It helps maintain color contrast ratios that are accessible to users with visual impairments.
Customization: It provides flexibility for users to select and adjust colors according to their brand or design preferences.

Only Admin will have access to the admin portal to manage and configure color groups as needed.

Global Colors

Global Colors offers a full-color spectrum palette, allowing users to select and save any organizational or preferred colors. These saved colors can then be used within the Loree Editor for Background, Border, or Font colors.

By clicking the (+ Add Color) icon, users can:
  • Choose a color using the color scaling tool.
  • Enter a specific Hex code.
  • Input an RGBA code.
The dropdown provides options to switch between Hex and RGBA codes for precise color customization.

Additional Custom Color Palettes

The Additional Custom Color Palettes serve as a secondary section in Loree. Here, the Loree admin can create multiple color groups within the color groups section. Admins can add colors to these groups and choose to share them either globally or with specific sub-accounts within their organization.

To create a new Color palette admin can click on Create Color Palette under Color Groups.
After clicking on "Create Color Palette," a pop-up window will appear, prompting you to enter a name for the new color palette. Once the name is updated, the "Create" button will be enabled, allowing you to proceed with creating the palette.

NotesNote: The palette name must be unique. If a duplicate name is entered, the creation process will be blocked, and a message will appear indicating that the color group already exists.




When the group is created we will get a message as “New color group created successfully”.
Once the color group is created, you can click on the (+ Add Color) icon to add colors. You have the option to select a color using the color scaling tool, enter a specific Hex code, or input an RGBA code. The dropdown menu allows you to switch between Hex and RGBA formats.

After selecting the desired colors, click "Save Colors" to store them within the group.

After saving the desired colors for the group palette admin will now be able to edit, share and delete the color palette by clicking on the three dots on the right side of the palette.
Admin can Edit the name of the color group by clicking on the edit option. Admin can delete the color group by clicking on the delete option. Admin will be able to make a color palette Private, Global, or Share with a particular sub-account, by clicking on the Share option. When a group is shared with a particular sub-account, the selected color in the palette will reflect only in the courses in that particular sub-account. When a color palette is changed to global it will be available for all the users to use in the organization. When a color palette is changed to private only the admin can view it this option will help the admin to create a palette and keep it only with them and can be used in future when shared.
The Globe Icon next to the name shows that this palette is shared Globally.

The Category Icon next to the name shows that this palette is shared with some categories.

The Lock Icon next to the name shows that this palette is locked and can be viewed only by the Admin
in the Admin Portal and it will not reflect in the editor unless share with any sub account or shared globally.

If a color Palette is shared with particular sub-accounts it will be only reflected in the particular sub-accounts.

Color Picker Option in Roles and Features



Advanced Option
Now the Loree Admin will be able to manage the Color Picker options from the admin portal→ Roles and features → Color Picker.

This means, even if the admin shared the custom color groups globally or with a specific sub-account, they could manage the availability of the custom colors based on user roles.

Ex: Admin can restrict the teachers to use Global colors and shared color groups.



If the admin Disables the advance color picker from the admin portal it will be disabled for the user based on the role. 
However, the Loree Admin can enable only the Secondary Color Palette to activate the Advanced option with just the Secondary Color Palette.



Or The Loree Admin can enable only Color Picker - Custom colors to enable the Advanced option with only Color Picker - Custom colors.

Or The Loree Admin can enable both the Secondary Color palette and Color Picker - Custom colors to enable the Advanced option with both the Secondary Color palette and Color Picker - Custom colors.

InfoThis new advanced Color picker design with tabs will be available on the Color picker for text, background, border, divider, table, container, rows, columns, and wherever the color picker user in Loree editor(except Loree Interactive modal).

Smart Color Picker

Loree introduces the Smart Color Picker for the instant checking of the Color Contrast Ratio in the Design section of all the elements as well as in the Bubble Menu, as shown in the images below: 





If the Contrast Ratio does not match then it will reflect as 'Fail' as shown in the image below:

The Smart Color Picker provides a user-friendly alternative to the Accessibility Checker tool for addressing issues related to the contrast ratio of elements. Instead of navigating through the Accessibility Checker icon to resolve color contrast ratio problems, users can now directly check whether the ratio passes or fails.
WCAG 2.0 level AA requires a contrast ratio of at least 4.5:1 for normal text and 3:1 for large text. Refer the document
InfoThe Smart Color Picker supports both the Text Background and the Text itself, while excluding Borders
Clear Option:

The Clear option in the Color Picker Modal resets the styles and reverts the selected content to the default theme style.







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