The first time we opened Docebo for a client, we just stared at the sidebar. So many menus, so many switches. This guide shows how to use Docebo step by step in 2026, from branding your portal to enrolling learners and wiring it into your WordPress site.
Quick answer: Set up branding under the gear icon, build courses and learning plans in Course Management, import users into branches and groups, then track results with reports and certifications. Connect Docebo to your CRM, website, and Zoom through the integrations marketplace.
Points clés à retenir
- How to use Docebo starts with branding your portal under Settings, then building courses and learning plans in Course Management before enrolling learners.
- Import users via CSV or LDAP, organize them into branches and groups, and assign role-based permissions to maintain clean structure and reporting for mid-size to enterprise organizations.
- Track training effectiveness using Docebo’s built-in reports and certifications, then automate tasks like enrollment triggers and expiry reminders through the rule engine.
- Connect Docebo to your WordPress site, CRM, and daily tools like Salesforce, HubSpot, and Zoom through the integrations marketplace for seamless data flow.
- Plan your portal strategy before building—start with one pilot audience, measure completions over 30 days, and scale gradually to ensure successful adoption.
What Docebo Is and Who It Fits Best
Docebo is an AI-first, cloud-based LMS for creating, delivering, and tracking training at scale. It handles formal courses, social learning, skills management, and AI-generated content in one platform.
Best fit: mid-size and large organizations running employee onboarding, compliance, sales enablement, or customer and partner training. If you only need five short courses for ten people, free options like Khan Academy style libraries or a lightweight WordPress plugin will cost less.
Who it is not for: solo creators selling one course. Read our full Docebo review breakdown before signing a contract.
Setting Up Your Docebo Account and Branding
Open the Admin Menu by clicking the gear icon in the top-right corner. Go to Settings → Configure branding and look to match your company identity.
Inside that panel, you can:
- Upload your platform logo and header image
- Customize the sign-in page layout
- Set brand colors and add custom CSS
- Adjust the course player and catalog appearance
For full white-labeling (custom domain, no Docebo mentions), install the White Label app. Do this today: spend 30 minutes setting the logo, primary color, and login background so internal testers see a branded portal from day one.
Building and Organizing Courses, Learning Plans, and Catalogs
Head to Admin Menu → Course Management to create your first course. Docebo accepts SCORM, AICC, xAPI, video files, PDFs, and slide decks, which means you can reuse content built in Articulate, Camtasia, or even exported from a Coursera-style course.
Three building blocks to know:
- Courses: single training units with materials, quizzes, and widgets
- Learning plans: ordered sequences with prerequisites (great for onboarding tracks)
- Catalogs: grouped courses shown to specific audiences
You can also create up to 1,000 pages and 250 menus assigned per branch or group, which means each department gets its own homepage without a separate portal.
Enrolling Users and Managing Roles, Groups, and Permissions
Go to Admin Menu → Users to add learners one by one or import a CSV. For larger rollouts, connect LDAP or push users from your HRIS.
Organize people three ways:
- Branches: hierarchical structure (country → office → team). Keep it shallow: moving users between branches is manual or API-only.
- Groups: manual or auto-populated by field values
- Levels: Superadmin, Power User, or Learner, each with scoped permissions
Enroll by user, branch, or group. Tip from our rollouts: name groups by intent (“NewHires-Sales-2026”), not by department, so reporting stays clean.
Tracking Progress With Reports, Certifications, and Automations
Open Reports from the Admin Menu to track enrollments, completions, time spent, and quiz scores. Standard reports cover the basics: custom reports let you filter by branch, group, or date range.
Certifications support recurring renewals, which is what regulated teams (medical, finance, aviation) need for annual compliance. Set the validity period and Docebo will auto-renew or expire badges.
Automations live inside the Setup Guide and rule engine. Trigger an enrollment when a user joins a branch, send a reminder 7 days before expiry, or notify a manager when a learner fails. For grading frameworks similar to K-12 reporting standards, Education Week coverage is a useful reference.
Connecting Docebo to Your Website, CRM, and Daily Tools
Docebo ships with 30+ integration apps in the marketplace. From the Setup Guide → Install apps, connect Salesforce, HubSpot, Zoom, Microsoft Teams, Google Workspace, and HRIS platforms like Workday.
For WordPress sites in places like Miami or Austin where we host most client portals, we usually wire Docebo through:
- SSO so members log in once from the marketing site
- Embedded catalogs via API on a
/trainingpage - Webhooks that fire on course completion to update CRM fields
If your team builds custom connectors, Microsoft Learn documentation covers Azure AD SSO setup. Need WordPress and Docebo glued together cleanly? Our team at Zuleika LLC handles the integration, which means your learners never see two logins.
Conclusion
Docebo rewards teams who plan before clicking. Brand the portal, structure courses and learning plans, scope user roles, then turn on reports and integrations last. Start with one pilot audience, measure completions for 30 days, and expand from there. Book a free consult if you want help wiring it to WordPress.
Foire aux questions
What is Docebo and who should use it?
Docebo is an AI-first, cloud-based LMS for creating, delivering, and tracking training at scale. It fits mid-size and large organizations needing employee onboarding, compliance, sales enablement, or customer training. For small teams with just a few courses, free options like Khan Academy or lightweight plugins are more cost-effective.
How do I set up branding in Docebo?
Click the gear icon in the top-right corner to open the Admin Menu, then go to Settings → Configure branding. You can upload your logo, customize the sign-in page, set brand colors, and add custom CSS. For full white-labeling with a custom domain, install the White Label app.
How do I enroll users and manage permissions in Docebo?
Go to Admin Menu → Users to add learners manually or import via CSV, LDAP, or your HRIS. Organize users using branches (hierarchical), groups (manual or auto-populated), and roles (Superadmin, Power User, Learner). Enroll by user, branch, or group based on your training structure.
What file formats does Docebo accept for courses?
Docebo supports SCORM, AICC, xAPI, video files, PDFs, and slide decks. This means you can reuse content built in Articulate, Camtasia, or exported from platforms like Coursera without rebuilding from scratch.
Can I track compliance certifications in Docebo?
Yes. Docebo certifications support recurring renewals, perfect for regulated teams in medical, finance, or aviation needing annual compliance. Set the validity period and Docebo automatically renews or expires badges. Education Week covers related grading frameworks if you need K-12 reporting standards.
How do I integrate Docebo with WordPress and other tools?
Docebo includes 30+ integration apps in the marketplace. From the Setup Guide, install apps to connect Salesforce, HubSpot, Zoom, Microsoft Teams, and your HRIS. For WordPress, use SSO for single login, embed catalogs via API, and fire webhooks on course completion. Our team at Zuleika LLC handles WordPress-Docebo integration to ensure clean connectivity without duplicate logins.
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