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Institutional Management
Mapping Users and Coordinators
Mapping Users and Coordinators
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Video Transcription
Suppose you have an affiliate, we happen to call it a program, suppose you have this set up already, in addition to manage who belongs to this affiliate directly under the affiliate detail by clicking on add user, and manage coordinator directly by clicking on manage coordinator, there is also another way. You can search for users, suppose you can search for users, you can click on the user name, and then you can click on the edit, so there's a few things. You can say this user belongs, is enrolled, and then you can click on save. This will make the user as a part of the learner for this particular affiliate. In addition, you can also say that this is a coordinator, and he's a coordinator for this particular affiliate. This is a dropdown, so if you have more than one affiliate, you could potentially assign a particular coordinator for more than one affiliate. If a coordinator is wearing multiple hats across several affiliates, when they log in and they try to manage an institution, the system is going to ask them, out of all the ones you're responsible for, which one do you want to manage? This is how you can set up the user, map the user to affiliate, and decide which user is a coordinator for affiliate. It's very important to remember, a user does not have to be a learner for affiliate in order to be a coordinator for the affiliate, because these are two separate boxes. One is whether you're enrolled in a particular affiliate, another one is if you're a coordinator and which coordinator you are for.
Video Summary
The video discusses how to manage users and coordinators in an affiliate program. Users can be added to the program by searching for their name and selecting the option to enroll them as learners. Coordinators can also be assigned to affiliates, and if a coordinator has multiple roles across different affiliates, they will be prompted to choose which one they want to manage when logging in. It is important to note that being a learner in a program is separate from being a coordinator, as these are two different roles.
Meta Tag
Creation Year
2020
Keywords
affiliate program
manage users
manage coordinators
enroll learners
assign coordinators
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