Set Default Location and Default Position Assignments for New Users

 
 
The Latitude Learning LMS provides a four-level organization hierarchy upon portal creation [Company => Business Unit => Division => Location]. This flexible model and related tool sets can be used to define and manage an Organization Structure that best provides segregation of user communities and content, as well as oversight and reporting on LMS training activity.

All users must have at least one Location-level profile in place for access to the LMS. Also, many of the standard LMS Reports focus on user transcript and login activity by Location.

Portal Administrators create, manage, and assign Positions for the purpose of grouping individuals -- typically by function -- in the LMS. They can define a set of superior and subordinate position relationships to create a unique position hierarchy that drives managerial oversight of users. Note: in order for Portal Administrators to have visibility and oversight of all LMS users, they should retain the highest position in the hierarchy and have no superiors and no peers, such as that provided in the LMS by default TRA Training Administrator position.  All positions except that assigned to a portal admninistrator should have a superior position assigned.


The new portal setup process uses key information to define two settings for new user profiles:

  • Default Location – Based on organization information provided on your portal request form
  • Default Position – “Staff”, which is the base-level position provided with the LMS (Training Administrator, Manager, Staff)

These settings help minimize the number of clicks required when adding new user accounts.  However, they are optional, and can be removed at any time should you want to manually make these selections during the Add User or User Self-Registration process. Changing the default location or position will have no effect on existing users. 

Change the Default Location Assignment

If necessary, create a new Location for the default assignment. From the left navigation menu, access this function via Organizations => Add Organization. For further how-to instructions, please refer to this document: Create and Manage Your Organization Structure .

To change the default location assignment for new users, from the left navigation menu, select Site Management => LMS Information. This page provides at-a-glance information and key global settings for your LMS portal. Next to the “Default Location” field, click Select Location and use the picker to choose your new default location value. Click Submit to save changes. 

Change the Default Position Assignment

If the desired default position does not exist, create a new position from the left navigation menu via Organizations => Add Position. For how-to instructions on this function, please refer to this document: Create and Manage User Positions . 

To change the default position assignment for new users, from the left navigation menu, select Site Management => LMS Information. This page provides at-a-glance information and key global settings for your LMS portal. Next to the “Default Position” field, click Select Position and use the picker to choose your new default position value. Click Submit to save changes. 


LMS Information Page