what you describe sounds about right...or if you are on the Enterprise plan, you could create a sub domain and make it a fully custom experience.
If not, you can still use a branch to carve out this group and add all your external users there. Once set-up you build pages and menus aligned to that branch + the same for your catalogue(s)
@KTJD - can you support the externals self registering? That can help you drop them off at a branch and put them into associated groups as well.
and then @lrnlab covered the rest. Dont forget the menu/page interaction….a critical component.
Last note - you may want to hide your global search bar with some CSS. That will help to ensure that the person will not inadvertently have access to your company’s IP.
and then @lrnlab covered the rest. Dont forget the menu/page interaction….a critical component.
What specifically do you mean by this?
@KTJD When you have external users, you need to have a specific page and menu for them. You’ll need to set the visibility of the menu to the branch or group that these accounts fall into during self-registration, and then a widget page that displays the correct catalog for their content.
Self-registration into branches is a bit tricky as they’ll need to enter a branch code at some point, which means you need a way of communicating that code for them to use. It’s may be easier to use a group. Perhaps you can add a required additional field that has some identifying characteristic … for example, the company they work for, or a job title selected from a drop down list. The group would capture the data in that field, and then “authorize” them to see their catalog.
I’ve got quite a bit of experience working in this realm, both with Docebo and with other LMSs so if you have further questions, I’m happy to help.
