As an Admin, you can manage access to Groups 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.
Organizing Group Categories Within Sections
To enhance the organization of your training content, you have the option to group categories within sections.
You can create new sections by selecting the Edit Categories button, followed by choosing the Add New Section option.
This structure provides greater flexibility when managing and presenting your materials.
Each section includes configurable visibility settings, which allow you to define specific criteria that determine who can view the content.
By selecting the gear icon next to a section, you can perform the following actions:
Delete the section (if it is no longer needed)
Edit the section name
Adjust permissions to control visibility
Reorder the section’s position within the list
To view or manage the categories within a section, select the arrow icon to the right of the section name. This will expand the section and display all associated categories. From here, you can also add new categories.
To create a new category:
Click on the Add new category option.
A pop-up window will appear.
Enter the desired title for the new category.
Click Save to finalize the creation.
Group categories
To manage group categories, please follow the steps below:
First, hover over Groups in the top navigation bar to access your Academy Groups. Then, click on the Edit Categories button.
From there, you can create a new group category by selecting Add New Category—either within an existing section or by expanding the General section in the Group Categories panel.
You can modify a group category by clicking on the “small wrench” icon next to the category's title. A set of functions will appear allowing you to:
1. Edit Permissions
2. Rename the Category
3. Create a subcategory
4. Delete the category
By clicking the "Locker" icon, the following screen will be displayed allowing you to add or modify permissions for the category. Admins and Training Managers have access to all categories with no specific permissions required.
Give the permissions you want to Content Managers or All Employees by clicking on the relevant checkbox.
You can also choose specific jobs and give permissions to specific units and above units. To do so, click on the Add Job/ Unit Criteria 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!
- A category presents the groups of all its 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: Creating Groups