How to assign clients to courses and Client Administrators with Client Management

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.

Client visibility on courses

Courses need to be made visible, and assigned to clients, to enable Client Administrators to either edit (if available to them), or view courses. Learners, then also need to be assigned to that same client, in order for the Client Administrator to view those courses, learners, and results. However, there are two options available for client visibility, on courses:

• Assigned - only client(s) assigned to this course(s) will be able to see it
• Visible to all clients - all clients will be able to see these course(s)

For example, you may have a folder containing mandatory courses that you want all clients to have access to, but might have another folder containing specific courses, that you only want visible to a specific client. 

Assigning courses to a client

To assign courses to a client, you can do this at the point of adding new clients, see here: Adding New Clients or, whilst editing new or existing clients, see here: Editing New/Existing Clients, where you will see the 'Courses' option, you can click 'All' or tick a box(es) against each one as required - please note this list is displayed with the folder name, and then the course title:

Click 'Save'  button to retain the amendments.

Assigning Client Administrators to a course or courses

You can either assign a specific course, or courses, to Client Administrators, or you can make a course, or courses visible to all clients, as mentioned here: Client Visibility on Courses.

To assign a specific course, or courses, to Client Administrators, you need to have assigned the user to a client, or clients (if available to allow multiple client assignment). As the client will have been assigned to a course or courses, and when the Client Administrator is assigned to the same client(s), this determines which courses, learners and results they can view. Please see Adding New Clients and/or, Editing New/Existing Clients for more information.  

Making edits to client management setup