Settings & Customization

Add and Manage Branches

February 14, 2022 | 1 min read

Branches allow you to organise your LMS by region, or business unit. You can create a two-level hierarchy – Branches and Sub Branches – and control what content, learners, and reports each role can access within that structure.

Add a Branch

  1. Go to SettingsBranch.
  2. Click + Branch, enter a Branch Name, and click Submit.
  3. To add a Sub Branch, click the Sub Branch count next to the branch, then click + Sub Branch, enter a name, and click Submit.

Once created, branches can be assigned to courses, learning paths, learning objects, and users.

Disable a Branch

Click the branch, click Edit, and change the status from Active to Disabled. Ensure the branch is not currently in use before disabling it.

Role-Based Access Across Branches

Role Accessible Content Accessible Learners Report Access
Manager – All Branches All Content All Branch Learners All Reports
Manager – Specific Branch Specific Branch Content Specific Branch Learners Specific Branch Reports
Trainer – All Branches Empanelled Content All Branch Learners Empanelled Course Reports
Trainer – Specific Branch Empanelled Content Specific Branch Learners Empanelled Course Reports
Learner – All Branches All Content N/A N/A
Learner – Specific Branch All + Specific Branch Content N/A N/A

Learning Path Rules by Role and Branch

Role Can Add Courses From Can Enroll Learners From
Admin Any Branch Any Branch
Manager – All Branches Any Branch Any Branch
Manager – Specific Branch Specific Branch Specific Branch
Trainer – All Branches Empanelled Courses Any Branch
Trainer – Specific Branch Empanelled Courses Specific Branch

Course Library Visibility for Learners

Role Learning Paths Visible in Library
Learner – All Branches All Branch Courses
Learner – Specific Branch All Branch Courses + Specific Branch Courses