As an Admin, you can manage access to your courses within a category or section by configuring specific permissions at each level. These permissions can be tailored based on job roles and your academy’s organizational structure, allowing you to define access rules according to each user’s job within a given category or section.
How to Get There
In the left navigation, make sure you are in the Social Workspace.
When in the Social Workspace, select Groups and then select Categories.
From here, you can add new sections or categories, or manage the existing ones.
Organizing Group Categories Within Sections
To enhance the organization of your group categories, you have the option to group categories within sections.
You can create new sections by clicking the 'Add New Section' option.
Each section includes configurable visibility settings, which allow you to define specific criteria that determine who can view the content.
Next to the section's title, you can see the available options you can configure.
Specifically, you can:
-
Reorder the section’s position within the list
- Create a category
- Change permissions to control visibility
-
Edit the section name
- Delete the section (if it is no longer needed)
Managing Training Categories
Next to the category title, you'll see the available options.
Specifically, you can:
- Create a sub-category
- Pin the category to the top
- Change section
- Change permissions
- Edit/Rename the category
- Delete the category
Select Change permissions (the lock icon) to add or modify permissions for the category. Admins and Training Managers have access to all categories with no specific permissions required.
You can also choose specific jobs and give permissions to specific units and above units. To do so, click on the Add More Rules option and select the desired Job(s), Above unit(s) and Unit(s).
Notes:
1. Click on "view selected" to easily filter only the selected values.
2. If you click on the "All" option one time, you will select all current and future items. By clicking twice on the "All" option, you will select all the current options allowing you to deselect some of the selected options if needed.
Finally, save to update the category!
Tips!
- You can prioritize or reorder the sections as needed by dragging the crossed-arrows icon or by using the up and down arrows on the right.
- By default, newly created categories are automatically sorted alphabetically. To display a category higher in the list, click the pin icon. Once multiple categories are pinned, you can adjust their order by dragging the crossed-arrows icon or using the up and down arrows on the right.
- Creating a subcategory places it automatically under its category.
- When a subcategory is created, it inherits its parent’s permissions. However, permissions can be adjusted for both categories and subcategories whenever needed. Editing the main category's permissions after the subcategory's creation will not pass down those changes to the existing subcategories.
- If you delete a category, all groups included will be listed in the "Without Category" section under Categories.
- If you delete a subcategory, all groups included will be listed in the parent category.
Read more: Create Groups