Portal Administrator Rights

• Edit HTML Content – Manage customizable content areas (Login page, Home page “Welcome” area, left navigation menu and quick links areas), as well as the set of pre-populated blank HTML pages, to tailor instructions, supplement navigation, and build your own set of program pages.
• Edit Stylesheets – Update default stylesheet information, incorporate your own corporate and/or program branding, or select from ready stylesheets to quickly redesign your site.
• Edit Images – View and manage your LMS image collection, and easily replace logo information during rebranding.
• Edit Messages - Customize your system-generated email messages, such as new user registration and course enrollment confirmations, to reflect your organization's unique voice and communication style.
• LMS Information – View detailed information about your LMS Subscription and configure portal-wide settings.

• Organizations – (Company > Business Unit > Division > Location) This default structure is used to scope and segregate user communities, course catalogs and resources.
• Positions – Define a set of superior and subordinate position relationships to group users into a unique hierarchy that drives managerial oversight of employees.
• Departments – Group multiple positions into a single department to improve user tracking and reporting features.

• Courses – Create Self-Study, eLearning, Classroom and Assessment courses to share with one or multiple Business Units. Organize these catalogs into Majors, or a defined set of “‘Featured Courses” by location. Even link courses into a Series, with established Prerequisite and Equivalency rules, to create standard training programs.
• Offerings – Schedule when and where Classroom or Virtual Classroom courses are offered. Enroll users in Offerings, and after the class, manage Rosters to record attendance for the student’s training history. Create and manage Locales, and the set of Facilities servicing those training areas, to reserve rooms and allocate equipment for training events. 
• Resources – Create a collection of documents, media files and links designed to support the learning process. Share them with one or more Business Units to create searchable catalogs, or deep-link resource content into courses and customized content areas.

• User / Profile Management – Create new user accounts, each with a default Student-user profile tied to a Location. Edit a user’s profile with Role and Position assignments to enhance access rights and/or oversight of others for a given organization. Add secondary profiles to allow a single user to serve in different capacities, such as Instructor or Administrator, across your organization.
• Instructor Profile – Use the Add Instructor option to generate a pool of teachers for your Classroom courses. Then manage Instructor Profiles to include the list of courses these users are authorized to teach and the facilities they use most often.
• User Impersonation – Employ the “View Home Page” and “Impersonate User” options to navigate the LMS from the viewpoint of any user with a subordinate Role assignment. You can also transact activities on another user’s behalf  (such as launching a course, running a report, viewing subordinate employees, and checking pending approvals) in order to troubleshoot issues and provide first-line user support.

• Approvals – View, approve or deny queued course enrollment, interest and user self-registration requests for organizations and employees you oversee.
• Enroll Others – Utilize the picking system to select targeted groups of users by organization, role, position, even ad-hoc user group assignment; then batch-enroll them (if eligible) into a targeted course or learning program.

• Course Reports – Report on course consumption, as well as compliance driven enrollment and completion activity. Plus, report on activity tied to direct bill transactions (and credit card e-commerce if enabled) for your tuition-based courses.
• User Reports – User counts, login activity, as well as detailed transcript audits
• Organization Training Reports – Organization-specific health and activity reporting
• Ad Hoc Transcript Report – Design a report to generate targeted user transcript histories

• Announcements – Utilize existing organization, role, position and user group assignments to select and target users for communications using email addresses on-file.
• Edit Messages - Edit, brand, and otherwise manage the more than 30 system-generated messages that automatically notify students, managers, and administrators when certain system events are scheduled and when specific training activities take place.

• Distributions – Define visibility and access to classroom course offerings.
• Subscriptions – Add Subscription programs as a collection of courses only made available to specific organizations (i.e clients, franchises, stores) within your LMS.
• Certification Management – Design certification and curriculum programs; then assign them to a set of Position Groups as training goals. Define skill profiles (skill areas and levels of mastery), as well as program duration and electives vs. requirements.
• User Groups – Create ad hoc groups of users (regardless of role, position, organization assignments) for the purpose of ongoing communication, enrollment management and reporting.
• Interests – Utilize demand forecasting and track recorded interests in courses or offerings that may not be available to certain sets of users in your LMS.
• E-Commerce – Manage your PayPal account credentials.
• Discounts – Provide users Discount Codes to promote enrollment in tuition-based courses.
• Self-Registration – Manage site-wide and location-level self-registration settings, including default end dates and maximum registration counts.

 
Portal Administrator Profile Setup

1. ORGANIZATION – Attach user access to a specific organization level: Company, Business Unit, Division or Location. By default, all new accounts are created with a Student-level profile assigned to a Location-level organization, which ensures that transactions related to login and transcript activity can be easily recorded and reported in the LMS. Profiles attached to higher organizational levels will grant access to all subordinate segments within the company structure. 
2. POSITION – Specify a user’s Position within the overall position-to-position hierarchy defined for your LMS portal. This selection, regardless of Role assignment, helps to determine oversight of other users assigned to subordinate positions in your LMS (i.e. which employees a user can oversee under the “My Employees” and “Approvals” tabs, as well as who can be viewed via Reports and Enroll Others functions, if authorized).
3. ROLE – Unlike Position assignment, which determines the position-to-position hierarchy, Role assignment determines access rights, such as the menu items and targeted navigation a user can access. Latitude provides a set of default roles that can be incorporated as part of any profile to determine user responsibility and functionality in the LMS.

All users, including portal administrators must have an active profile at a Location. To grant a user full Portal Administrator rights, create a secondary profile tied to the Company level and assign it the highest managerial Position in addition to the Portal Administrator Role. The following example demonstrates how to enhance an existing Student-level user account.
 
From the left navigation menu, administrators can click Users => Search Users to find users throughout the entire organization. Our Advanced User Search allows you to build search queries using a variety of criteria and logical expressions. There is no limit on the number of results displayed when using Advanced User Search.  For those using the legacy Classic User Search, there is a 500 record limit on returned results.

Typing in a Username (if known) and clicking the Edit User Profile button forgoes the search request and routes the administrator directly to the User Details page for the selected user.

On the User Details page, select the Profiles tab to see a list of current profiles, and the options to Edit Profile or Add Profile to the user’s account. To add a new profile, select Add Profile.
 
 
Choose an Organization – Search for and select the Company-level organization. Do NOT select this profile as the Primary.
Select a Position – Search for and select the top-level position assignment in the position-to-position hierarchy you have created (e.g. Training Administrator). The portal administrator should be the top of the hierarchy so that he or she can manage training for all employees, including top executives.
Select a Role – Search and select “Portal Administrator”.
Click Submit to save entry.

 
  

Once you make someone a Portal Administrator, you will not be able to impersonate the user. By design, Portal Administrators cannot impersonate others with the same level of access rights.

Please contact the LMS Support Team if you are interested in engaging in supplemental support to configure your users and access rights.