How to Understand and Set Up Client Management

In this article we will teach you how to understand Client Management and it's setup, if your account has Client Management enabled.

Client Management adds another level of permissions to your account, which allows you to separate your learners, on your site, into Client(s), or Department groups, and have site Administrators who can only access information and perform activities, for the learners and courses assigned specifically to them.

Understanding Client Management

At Nimble we use the following terminology:

• Users: account users are usually referred to as either;
  - Administrators - are those who can log in to add/edit/delete learners, enrol learners, and/or view/export results or,
  - Admin + Authors - are those who can log in to edit courses, add/edit/delete learners, enrol learners and/or view/export results
  - Both types of account users log in via: https://[yourdomain.com]/admin
• Learners: are those who can log in to complete course(s), their results will be tracked in
  Nimble®LMS, and they can see their progress through their course list
  - These learners log in via: https://[yourdomain.com]
• Clients: is an organisational structure. It limits users’ access to courses, learners
  and learners’ results - this can be renamed if desired, for example; if you need instead 'Stores/Departments'
• Client Administrators: client account users are those who can have their role limited and restricted - but as standard are able to log in to edit courses, add/edit/delete learners, enrol learners, and/or view results - this role can be renamed if desired - these client account users also log in via:
  https://[yourdomain.com]/admin
  
  

Setting up Client Management

Once we have enabled Client Management on your account, you will need to set up the clients, users and/or Client Administrators, that you want added onto the account. Assign them to the relevant courses, as well as decide what areas of the LMS you wish all of these users, and/or Client Administrators, to have access to.

You will need to let your account manager know what these Client Administrators will/will not be able to administer; for example, they may be able to add learners, but not delete them, and may not be able to enrol them onto a course(s), but may be able to view learner results on course(s).

Once you let your account manager know this required information, we can then organise for the permissions to be amended for these roles, to ensure their access to areas of the account are as intended. Please note: once you start to use Client management, and/or over time, these permissions may need to be adjusted and re-configured - this can be discussed with your account manager at anytime and they can soon be amended to better suit your needs.  

Now you are ready to take the following steps on your account:

• Add Client Administrators (or the named equivalent)
• Add clients (or the named equivalent) 
• Add learners (if not already added to the account, or for the relevant client)
• Assign learners to clients (restricting access of the Client Administrators, assigned to that client, to those learners)
• Assign Client Administrators and courses to clients (restricting access of those users to those courses)

Making edits to learners, users and clients

Viewing and exporting results and course analytics