Webinar - Branches

Webinar - Branches

Recorded Session:




    • Related Articles

    • Branch Automation

      OVERVIEW This automation allows users with the "Site admin" role to define filtering criteria and create rules that specify which branch filtered users should be added to. When a new user is created or user data is updated, the system checks which ...
    • Branch Sync

      OVERVIEW By enabling branch sync as an enrollment method, you can automatically enroll all members of a branch in a course. If a user is added to the branch, they are automatically enrolled in the course. If a user is removed from a branch, they are ...
    • Auto Filter Branch Users

      OVERVIEW If you have a large amount of users who are assigned to various departments, organisations or teams, this automation will help you manage these users by branches. Eg: Department A who has 500 users, can be assigned to a branch based on their ...
    • Bulk Create Site Branches

      OVERVIEW If a large number of branches need to be created, users with the Site Admin role can upload a text (.csv) file to create branches in bulk. FILE FORMAT REQUIRED You can use the bulk upload template provided below. All that is required is the ...
    • Manually Create Site Branches

      OVERVIEW Branches are site wide groups that can be created manually by users with the Site Admin role. MANUALLY CREATE SITE BRANCHES  Step 1: Click on "Site admin", followed by "User Management", and then "Manage branches." Step 2: Click on (1) "Add ...