Empowering your clients to manage their own training starts with setting up the right administrative access. This article walks you through the three-step process of provisioning a Client-Administrator: creating their baseline learner profile, elevating their platform privileges, and equipping them with our New Admin Training Guide for a seamless onboarding experience.

First, we need to identify whether or not the Client-Admin have existing BizLibrary access. 

• If yes, move to Granting Privileges.
• If no, move to Creating Learners.

Keep in mind, as outlined in the New Client Setup documentation, each client should have their own unique Root Team, Content Group, Facility Group, and Learning Initiative Group.

Creating Learners

In order to grant administrative permissions to a Client – Administrator, we will first need to create their learner profile.

1. From your learner homepage, select Administration from the main menu.
2. From the sidebar menu, select People followed by Learners.
3. Click New Learner.
4. Follow the four-step process to create new learner.
5. Please note, items marked with a red asterisk are required fields.
6. After reviewing the learner information, click Create New Learner when finished.

The profile is immediately active when creating learners manually. Keep the Learner Profile open and move to Granting Privileges. 

Granting Privileges 

To assign the privileges to a new administrator:

1. Select Administration from the main menu dropdown.
2. Select People and then Learners from the sidebar menu.
3. Select view profile next to the desired learner.
4. Select the Privileges tab within the profile.
5. Select New Privilege on the right.

Learner Privileges

1. Within Select Team, chose the clients Root Team to ensure they can only see users associated with their organization.
2. Select every checkbox for full Client-Administrators. 
3. Click Add Privilege on the bottom right.

Content Privileges

1. Within Select Content Group, select the group name
2. Select every checkbox for full Client-Administrators.
3. Click Add Privilege on the bottom right.

Facility Privileges 

1. Within Select Facility Group, select the group named after this unique client.
2. Select every checkbox for full Client-Administrators.
3. Click Add Privilege on the bottom right.

Learning Initiative Privileges

1. Within Select Learning Initiative Group, select the group named after this unique client.
2. Select every checkbox for full Client-Administrators.
3. Click Add Privilege on the bottom right.

Please note that full administrative privileges are a two-step process. After assigning administrative privileges on the learner's profile, from the sidebar menu, select Learning followed by Libraries. 

1. Select the library that you would like to grant privileges over.
2. Click the Privileges tab followed by New Privilege.
3. Select user(s) to give privileges to.
4. Check the box for Can Grant Access to Learners.
5. Indicate which team the user should be able to grant access to.
6. Click Grant Privilege.

Additional Resources 

As new Client-Administrators begin to explore their BizLibrary profile, we recommend reviewing the BizLMS - New Administrator Guide. This article provides an overview of the basic administrative functions of BizLMS and videos on how to use the tools, alongside step-by-step instructions.