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As the title suggests, I’m wondering if there’s a way to automatically update the list of assigned resources for Power Users (PU)?

I created a profile that grants certain PUs access to the insights tab, and I have to manually assign resources  (users, groups, courses, and learning plans) to each of those PUs in order for them to be able to use insights as intended. These PUs need view access to all users, groups, courses, and learning plans.

My concern is that when new users, groups, courses, and learning plans are created that I’ll have to go back and manually update each PU’s assigned resources to reflect those changes.

Is there a way to automate this? Or have the assigned resources update automatically when new items are created?

Please let me know if you have any insights into this question!

Thanks, 

Eric

Depends on how you set them up...for example...If you align them to have access to all courses and LP’s in visible catalogues, then any course or LP added to those catalogues will keep their access up to date.

You can use the CSV user import to also update the branch the power users have access to…

Some of what cannot be automatically updated

  • Locations
  • Groups
  • CLOR Folder access
  • Users
  • Catalogues (note that you can also provide access via the Catalogues app)

These are just guidelines from what I have learned by using the LMS...I suggest you define some roles and test how and what can be automatically updated to make sure you grant the access that is needed.

For updates to things like Groups, you can use the filters to find your PU’s and update them all at once.

https://help.docebo.com/hc/en-us/articles/360020081500-Creating-and-managing-Power-Users

https://help.docebo.com/hc/en-us/articles/6463399445394-Power-User-permissions

In Docebo, there is no built-in feature that automatically updates the assigned resources (users, groups, courses, learning plans) for Power Users (PUs) when new items are created. However, you can automate or streamline the process by using dynamic rules based on user attributes such as roles (e.g., admin, Power User), or by mapping courses based on specific attributes like category, activity status, topics, skills, or Course additional custom fields (e.g., department, business unit). Additionally, you can provide Power Users with Catalog Access Permissions to ensure they can access all relevant courses within specific catalogs. This approach allows for more efficient management of Power User permissions and access to new resources.

Steps:

  1. Define Custom Fields for Courses:

    • Create Custom Fields for your courses, such as "Department" or "Business Unit" or Category. These fields will allow you to tag courses with specific attributes.
    • Example: A course may be tagged with "Department: Sales" or "Business Unit: North America."

  2. Create Dynamic Groups for Power Users:

    • Set up Dynamic Groups for Power Users based on specific course attributes. For example, create a dynamic group of Power Users who can access all courses tagged with "Department: Sales."

    • Dynamic Rule Example:

      • Filter: Courses with active status and "Department = Sales".
      • Action: Automatically assign all Power Users (with the appropriate role) to this dynamic group whenever a new course is added or tagged with this attribute.

  3. Catalog Access Permissions:

    • Ensure that Power Users have the correct Catalog Access Permissions for the courses they need to view. You can create different catalogs for each department or business unit (e.g., Sales Catalog, Marketing Catalog), and assign Power Users to these catalogs to give them access to the relevant courses automatically.

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