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 ...
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 ...