eLearning Dashboard Access (Per Role Type)

The purpose of this article is to provide instruction on how to enable the eLearning Dashboard analytics per user type. The optimal way to achieve this is by creating new roles (per type), configuring dashboard access for the newly created roles (only), and then assigning applicable users to the roles.

Note: For more information on this feature, please refer to the eLearning Dashboard Analytics article.

Step 1) Create New Roles

  1. Go to Admin → Access Control → Roles
  2. Click on the "Add New Role" button
  3. Configure one (1) new role per type - as below:
    • Corporate
      • Role Type: Corporate Level
      • Role Name: Corporate eLearning Analytics Card Role
      • Privileges:
    • Divisional
      • Role Type: Division Level
      • Role Name: Divisional eLearning Analytics Card Role
      • Privileges:
    • Regional
      • Role Type: Regional Level
      • Role Name: Regional eLearning Analytics Card Role
      • Privileges:
    • Franchise
      • Role Type: Franchise Level
      • Role Name: Franchise eLearning Analytics Card Role
      • Privileges:
  4. Click on the "Submit" button
  5. Click on the "Assign Later" button

Step 2) Configure Dashboard Access

  1. Go to COMMAND CENTER
  2. Click on the "SETTINGS" button (top right)
  3. Click on the "EMBED" button (top right), then select the "Analytics" option
  4. Click on the 'MANAGE ANALYTICS' tab
  5. Find E-Learning Dashboard, then click on the three-dot menu, then select the "Edit" option
  6. In the Role Based field, find + select the 4x new roles that were created in the previous set of steps (1x per type)
    • Remove any/all other previously selected roles (if applicable) [important]
  7. Click on the "SAVE" button

Important: If you cannot see the E-Learning Dashboard item in the 'MANAGE ANALYTICS' tab, this means the feature has not yet been enabled on your platform. For further assistance, please contact our support team at helpdesk@franconnect.com.

Step 3) Assign Users to Roles

Method #1: Admin → Roles

Tip: Use this method if you wish to assign a role to multiple users at a time.

  1. Go to Admin → Access Control → Roles
  2. Find the applicable role (by type), click on the (action) drop-down menu, then click on the "Change Users" option
  3. In the Assign '<role name>' role userwise? field, click on the "Yes" button
  4. Tick the checkbox next to any/all applicable users
  5. Click on the "Assign Role" button

Method #2: Admin → Users

  1. Go to Admin → Users → <Role Type>
  2. Find the applicable user, click on the (action) drop-down menu, then click on the "Modify" option
  3. In the FranConnect User Role field, find + select the applicable role (by type)
  4. Click on the "Save" button

Important: Ensure the new role is selected as an additional role. This should not replace any of the other role(s) currently assigned to applicable users, as it is intended to provide access to eLearning Dashboard Analytics specifically (and has limited privileges).

If you require any further assistance, please contact our support team at helpdesk@franconnect.com.

 

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