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Organization Management

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Community Training supports multiple organizations to be created where content and users can be part of siloed organizations within the same instance.

An Organization on the Community Training platform is a set of learners and administrators who have a particular purpose or belong to a specific criteria such as location, job function, interest etc. The organization administrator can use the management portal to manage content and users for its organization.

Global administrators can define the organizations on the training platform based on their specific training requirements. In this topic, you will how to create and manage Organizations and Organization Administrators on the training portal.

Permissions Level

The Community Training portal provides role-based permission levels. The table below shows which administrative role can create and edit Organizations and Organization Administrators on the platform:

Access Level Create and Edit Organizations
Global Administrator Yes
Organization Administrator No
Learning Path Administrator No
Category Administrator No
Course Administrator No
Group Administrator No

Enabling Organizations on the Platform

The support for Organizations can be enabled on the platform by:

  1. Login to the administrator view on the platform as a Global Adminsitrator
  2. Navigate to Settings on the left pane and click on General under Global Settings.
  3. Under "Admin Settings" category, toggle "Allow Content to be accessible across organizations" to "Enable"
  4. Refresh the page

Feature_Toggle

Please refer to this article on how to set the configuration keys on the product.

Create a New Organization

  1. Log on to the Community Training portal and switch to administrator view.

  2. Select Settings from the left navigation panel then Manage Organizations.

    manageorganizations

  3. Select Add Organization.

  4. Enter the Organization name and description (optional) and click Create.

    User Management - Add Organization - Create Organization

Edit an Existing Organization

Note

This access is available only to Global Administrators on the platform.

  1. Log on to the Community Training portal and switch to administrator view.

  2. Select Settings from the left navigation panel then Manage Organizations.

  3. From the Manage Organizations panel, select the pencil icon next to the respective Organization name.

    brandedit

  4. Edit the Organization name and/or description and select Update to confirm.

    User Management - Add Organization - Edit Organization

Delete an Organization

If an Organization is deleted, all content, users and user groups of the Organization will be associated with the Default Organization.

  • Select Delete from the Manage Organizations panel to Delete an Organization.

User Management - Add Organization - Manage Organization

Customize look and feel of your Organization(s)

You can customize the look and feel of your learner experience on the Community Training platform for each of your Organizations

Note

  • Global Administrators can adjust the settings for all Organizations.
  • Organization Administrators can only adjust these settings for the organizations won which they are administrators.

  1. Log on to the Community Training portal and switch to administrator view.

  2. Select Settings from the left navigation panel then Organization settings.

    brandsettings

  3. Choose the Organization you want to update from the drop down. Here you can update the following:

    1. General

      1. Set your portal name
      2. Set your privacy terms
      3. Enable languages on the portal

    2. Branding

      1. Set the logo
      2. Set the banner image
      3. Set the welcome text
      4. Set the brand color
      5. Set the footer title and message

    3. Mobile Application

    • You can create Progressive Web Application (PWA) for your instance for which you need to meet the installation requirements.

    • Under Mobile Application setting you need to specify following information:

      Setting Description
      Mobile Application Name You can specify your Instance name, this name will be used for rendering splash screen (Android), Start menu item (Windows)
      Mobile Application Short Name This will be used to generate the App icon name on the device app tray. You can mention a shorter acronym of your instance name.
      Application Background Color This setting will be used for rendering Splash screen (Android)
      Application Logo (512 px by 512 px) The logo must be 512x512 pixels, MCT uses this image to render Splash screen, Start menu, App Launcher item for your PWA.

  4. Once the settings are updated, learners will see the portal customized based on their respective Organization settings to which they belong.

Create a New Organization Administrator

  1. Log on to the Community Training portal and switch to administrator view.

    Create a New Organization Administrator

  2. Select Organization Administrators from the Users tab.

    User Management - Organization Administrator

    Note

    • Global Administrators can add Organization Administrators across all organizations in the platform
    • Organization Administrator can add other organization administrators specific to their Organizations.

  3. To create a new Organization Administrator, click on Add Administrator

    User Management - Add Organization - Add Administrator Button

  4. In the New Organization Administrator popup, enter the contact details for the Organization Administrator and Select the organization(s) to which you want the Organization Administrator to have access

    User Management - Add Organization - Organization Administrator

    Note

    The Organization Administrator will have all the rights as that of a Global Administrator in the context of its assigned Organizations.

    1. One Organization Administrator can have access to more than one Organizations, and
    2. One Organization can be managed by more than one Organization Administrators.

  5. Click on Create to complete the task.

Edit an Existing Organization Administrator

  1. Log on to the Community Training portal and switch to administrator view.

  2. Select Organization Administrators from the Users tab.

    User Management - Organization Administrator

    Note

    This access is available only to Global Administrators on the platform.

  3. To edit an existing Organization Administrator, click on the pencil icon next to the Organization Administrator. In the *Edit Organization Administrator popup,

    1. Click on the cross icon against the Organization whose access you want to revoke from the Organization Administrator.
    2. Select and add the Organization whose access you want to provide to the Organization Administrator.

    User Management - Add Organization - Organization Administrator - Edit

Delete an Organization Administrator

If an Organization administrator's access is revoked from an Organization, they will not be able to access content and user groups associated with the organization unless specifically added as a learning path, category or group administrator.

Select Delete against the Organization Administrator to delete.

User Management - Add Organization - Organization Administrator

Assign learners to Organizations

Learners can be assigned to Organizations on the portal from the 'All Users' section.

Note

Only Global Admin, Organization Admin can add/edit users on the platform

Add Single User to Organization

  1. Log on to the Community Training portal and switch to administrator view

  2. Select All Users from the users module on the left.

  3. Select Add Users on top-right of the details page then Add Single User

    Allusersorganization

  4. Add the User contact and choose the Organization in which you want to place the user.

    addcontacttoOrg

Bulk upload users to Organization

Warning

Adding an existing user from a different Organization will lead to loss of course progress made in the previous organization.

  1. Log on to the Community Training portal and switch to administrator view.

  2. Select All Users in the left-navigation page from the users module.

  3. Select Add Users on top-right of the details page then Bulk upload Users.

  4. Choose the Organization where you want to upload users.

    1. Download the sample csv to add user information
    2. Now click on Upload

    bulkuploadusertoOrg

Edit Organization of Learner

Global administrator can update user organization while editing learner profile.

Warning

Adding an existing user from a different Organization will lead to loss of course progress made in previous organization.

View and Download users in Organization

  1. Log on to the Community Training portal and switch to administrator view

  2. Select 'All Users' tab in the left-navigation page from users module

  3. Filter for Organization you want to view users from and download the list.

    1. By default 'All Organization' is selected and when you click download, you will get a zipped folder with a .csv file for each organization filterfroorganization

Note

For instances with MS Teams deployment, organization admin will be able to view users of the tenant to which they belong. View the steps to create Organizations for each tenant

Impact of Organizations in various admin flows

  1. Enrolling Learner to a course requires both Learner and Course to belong to same Organization.

    Note

    Global, Organization, Category, and Course Administrators can enroll existing users to a course.

  2. Enrolling Learners to Learning Path requires both Learner and Course to belong to same Organization.

    Note

    Global, Organization, and Learning Path Administrators can enroll existing users in platform to Learning path.

  3. Add Learner via All users requires an organization to be selected.

    Note

    Global and Organization Administrtors can add users via the All Users section.

  4. Adding users to a Group requires both User and Group to belong to same Organization.

    Note

    Global, Organization, and Group Administrators can add existing users in platform to a Group.

  5. Assign content to users in the group: Content (Courses and Learning Path) available for assignment to group users requires to have Group and content in same organization.

    Note

    Global, Organization, and Group Administrators can assign content to users from Group.

  6. Adding course to a Learning path requires that both Course and Learning Path belong to same Organization.

    Note

    Global, Organization, and Learning Path Administrators can add courses to a learning path.

  7. Admin can update organization of a Category while changing Course details.

    Note

    Global and Organization Administrators can change the organization of a category.

    Warning

    If changing the organization of an existing category, course progress made by a learner on a previous organization will be lost.

Please reach out to us via HelpDesk if you have any further queries.