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Account Settings


Once you have selected the appropriate plan for your business and have entered your payment information, you will want to set up the basic account settings needed to run your practice training and education via the LMS. 


In the top right corner of the Pyxis home screen, click Account -> Company Settings


From there, you have the option to update your company information, including your business name, logo, and colors. Note: The colors you choose will help give the platform a custom feel. Company settings is also where you will find plan usage information as well as the option to update billing information.

Create Locations


For hospitals and clinics with multiple locations, you’ll want to add each location before adding any users or content. 

To begin, click Locations in the top navigation bar and then New Location. Add the name and address and then click Create Location. Repeat this for all locations.

Create Tracks


Tracks allow you to pair lessons and individual learning materials to create a group of greater information intended for specific user roles and job titles.​ Learning tracks are assigned to users based on their roles and their completion of each track can be monitored through progress tracking. For example, a “New Hire” track may be assigned to any new employee which reviews company policies and procedures. There may also be a “First Year DVM” track, which includes training and lessons specific to veterinarians right out of vet school.

To create a new track, click Tracks on the main navigation bar and then New Track. Add the title of your new track, and then click Add Content to select modules, readings, and videos.

Create Roles


Next, you’ll create roles that coincide with your organization’s. In the example below, there are roles created for DVMs, Front Desk Staff, and Office Staff, Administrator, and Vet Technician. When creating roles, keep in mind that you will be able to assign modules, tracks, and specific content by role.


To create a new role, select New Role under Roles in the main navigation. Here you will be able to title your new role and attach tracks to the role so that users assigned this role will automatically be assigned the correct tracks.

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Create Users


Users are created for each organization employee who needs access to the Pyxis platform. Users' permissions are assigned based on access needed. User permissions are Basic User, Lead, Manager, and Admin. 


Basic User: Users can progress through assigned trainings at their own pace but are unable to reset, edit, or reschedule trainings and/or modules.


Lead: A lead could be the point person for training. They can reset trainings for a user and can also mark items complete in the Checklist section of a Basic Users account. (Plus all Basic User capabilities)


Manager: A manager can create new content and assign content to Basic Users. (Plus all Basic User & Lead capabilities) 


Administrator: An administrator can create new accounts, assign and reassign accounts as needed, reset passwords, and manage the company's Pyxis subscription. (Plus all Basic User, Lead, Manager, & Administrator capabilities)   

To create a new user, navigate to Users and select New User. Add email address, password, name, select permissions, select location, and then Create User.

Create Content


The next step is to add the content you’re using to onboard and train your users. This content includes modules readings, quizzes, and videos (depending on your package plan).


The Readings Library feature allows you to upload documents, slide decks and other text-based learning materials. Documents can also be linked to materials hosted elsewhere like Google Drive and Notion.


To add a new reading, navigate to Content Management → Readings → New Reading. Add a title, a URL if necessary, and upload a file by selecting “Choose File.” To publish the reading, toggle the Publish? switch to the right and select Create Reading.


Users can upload their own videos to the app, or have custom videos filmed and edited by Pyxis. Videos can be viewed traditionally, with mobile virtual reality, or even with a video only Oculus version.


To add a new video, navigate to Content Management → Videos → New Video. Add a title, and upload a file. Toggle whether or not to view using 360º player and then to publish, toggle the Publish? switch to the right and select Create Video.


Custom quizzes with multiple-choice questions can be created to test employees on their knowledge of learning materials. These quizzes can be set with a required passing score and the ability to fail or retake.

To create a new video, navigate to Content Management → Quizzes → New Quiz. Add a title and percentage needed to pass. To publish the quiz, toggle the Publish? switch to the right and select Create Quiz.


Learning materials such as readings, videos, and quizzes can be collectively assembled into individual lessons designed to teach specific concepts. Modules can be added to tracks for users assigned to certain roles to take while completing the track.


To create a new module, navigate to Content Management → Modules → New Module. Add a title and then Add Content. Select the readings, videos, and quizzes you wish to group together in a module. To publish the quiz, toggle the Publish? switch to the right and select Create Module.

Modules can also be created by importing SCORM files. Select Import SCORM Module, Choose File, Upload File. This may take a few minutes, depending on the size of your .zip file. You are able to preview the content before publishing to ensure it is uploaded correctly.

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