User and Organisation Management

The learning platform offers the option to represent each employee as a user object. Each user consists of several user attributes. To access user attributes and change the values for a specific user, different types of user profiles can be defined per role. To define roles and represent the organisational structure, different types of groups can be used: System groups, business units and target groups. Clients can be used to represent different or independent organisations within a single organisation.

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Management of users and organisations

User Management

User

A user represents a person who can access the learning platform (with login credentials). Information about the user is stored as User Attributes. These attributes can be arranged into User Profiles that define which attributes are displayed to and editable by each user role (admin, supervisor, learner). Users are managed via groups.

User Attribute

A user attribute specifies one piece of information for users. It represents a field-value tuple. Values can be used to dynamically create target groups or for reporting. Client-specific attributes should be considered. Client-specific attributes cannot be displayed in reports.

User Profile

User profiles define which user attributes are displayed to which role (administrator, supervisor, learner) and which action (view, edit) the respective role can perform on that attribute.

Group Management

System Groups

System groups are used to manage user roles. In combination with business units, system groups can be used to represent and manage the organisational structure.

Business Units

Business Units are a way to structure people into hierarchies. For each group, a supervisor can be assigned, who then automatically receives access to the users added to the group and can perform specific operations on them (supervisor - employee relation). Hierarchical units can be inspected via the menu my staff.

Target Group

Target groups offer one possibility (next to system groups and business units) for grouping users based on similar attributes. Unlike the other group types, users cannot be assigned manually or via import to a target group. To assign users to a target group, inclusion or exclusion rules are created with conditions that automatically include (or exclude) users based on the defined attribute values. The rules are regularly executed; as such, the target group provides the possibility to dynamically update group membership.

Client Management

A client is the highest level of user grouping. The client offers the possibility to publish different designs and specify general functionalities. Every user needs a primary client; additional clients can be added.