Default allocation of instructor roles to user groups in Learning Manager

Issue

All users who are allocated to a session are assigned the role of an instructor.

Description

There are scenarios where a session may require multiple instructors, or an Administrator/Author assigns a user group to a session. This results in all users in the user group being assigned the role of an instructor.

Cause

As roles cannot be branched during bulk assignment of users in a user group, the instructor role gets assigned to all users.

Solution

Create custom user groups to filter the user roles assigned to a session. To remove the assigned instructor roles in a user group, perform the following steps:

  1. Log in as an Administrator. In the left panel, click Email Templates.

  2. To avoid email triggers for the changes to be made, click Disable All.

  3. Navigate to Users > User group. Click Add.

  4. Create a custom User group in the Add User Group window as follows:

    • Enter a name for the custom group in the Name field.
    • Under Include Learners field, add the User group for which you want to filter the instructors.
    • Under Exclude Learners field, add the users for whom you want to retain the instructor role.

    The above steps create a list of users to be added in the inclusion set and remove specific users (instructors) mentioned in the exclusion set.

  5. Click Save the changes made.

  6. Search for the created custom user group by going to Users > Internal.

  7. Click the check box to select all users in the group.

  8. Click Actions > Remove Role > Remove Instructor.

Ensure that any email triggers that were disabled in step 2 are re-enabled once completed.

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