Program access for authorized groups

Programs are created in a group and it's membership criteria controls it's visibility in catalog for self enrollment.

Program Membership Criteria 

• All  - [Paid program session is listed in catalog for enrollment for all users]
• Group Members - [Paid program session/Open are listed in catalog for group members only and group members can self enroll]
• Authorized Group [Paid program session/Open Sessions are listed in catalog only for authorized group's members and those users can self enroll]

Example 

Following training needs to be offered and all trainings are free (Access type as 'open'). Catalog is configured to show open sessions. 

• Internal training is required only for employees
• A general training program is required for all partner groups. 
• A Product1 training program is required for few authorized partner groups (Partner3 & partner4) only. [This training should not be listed in catalog for non authorized groups]

Group and program structure

For these requirements following group structure can be setup and training programs can be created within Employees and Partner groups as shown in the picture. 

Programs settings -

Internal Training Program -

This program should be created in Employees group as this training will be offered to employees only. 

• Group - Employees
• Membership - 'Group members'

General Training for all partners -

Training that will be available for all partners should be created in 'Partner Groups' with membership criteria as 'Group members' . 

Product Training for selective partners -

Product training that will be available for all partners should be created in 'Partner Groups' with membership criteria as 'Authorized groups' .

• Sessions for these programs will be available in catalog only for explicitly authorized group's members (Access type is Open or Paid).
• Only authorized group's member can self enroll in program session using catalog.
• Only authorized group's admin can enroll authorized group's member in these programs 
  • a group admin is enrolling the user or group in program-session, and user is not a member of one of the authorized groups,
  • a group admin is enrolling their group into program sessions and this group is not authorized to program

Program - Authorized groups tab appears if program membership is set as 'authorized groups'

Add authorized groups 

Programs Sessions Setup 

All three program's sessions can be setup having access type as 'Open', Keep course session access type as 'By invite' 

Catalog View 

1. Employee's catalog view

  When a employee login and access catalog only internal training program will be listed. 

  

 

2. Partner1 group member's catalog view 

 

3. Partner3 group member's catalog view

 

4. Partner1 group admin enrolling partner1 group members in available program 

  When Partner1 admin enrolls partner1 group members in programs (single user enrollment/Bulk enrollment), Available programs list shows only 'General Training' 

5. Partner3 group admin Enrolling group members in available program 

   When Partner3 admin enrolls partner3 group members in programs (single user enrollment/Bulk enrollment), Available programs list shows 'General Training' and 'product training'

 

Extended Group and training offering structure 

This structure can be further extended, Program's authorized groups settings provided more flexibility to extend a program's access to other group that is not even a child group of training program's group. 

Below diagram shows a Sales training program is created in partners group and it's authorized to Sales Partner and Internal Sales Team. 

Restricting single course sessions access for authorized groups

In programs we have described how program's access can be controlled for authorized groups only. Same 'authorized groups' setting can be used for controlling single course session (independent course session)'s access for authorized groups.

When user creates a independent course session, system automatically creates a default program/program session for that course session. System created default programs are not listed in programs list but these default programs can be accessed from course session's overview page, that provides a link for program session that provides a path to open default program. 

Default program's membership can be set as 'Authorized groups' and explicit groups can be added for controlling course session's visibility in catalog for self enrollment. 

 

 

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