Managing Branches

Introduction

Your LMS allows you to organise users into folders and subfolders (also called branches and sub-branches), which means you can structure your learners in a way that is similar to your company’s organisational chart. 

Adding Users to a Branch

To add users to a branch, select the users from the list on the All Users page, then press the ellipsis icon in the bottom right corner of the page. In the menu, press the Add to Branch item. In the slideout panel, select the branch in which you want to place the selected users, then press Confirm.

Best Practice Tip: Try to avoid placing a user in multiple branches, as if often can make user management and user experience more complex (i.e. it may trigger multiple notifications for them). Rather than placing a user into two or more branches, you can place the user in a single branch, then place them in different groups.

Moving Users to a Branch

To move users from one branch to another branch, select the users from the list on the All Users page, then press the ellipsis icon in the bottom right corner of the page. In the menu, press the Move to Branch item. In the slideout panel, select the branch in which you want to place the selected users, then press Confirm. Now, all of the selected users will be removed from their previously assigned branches and will be placed in the newly selected branch.

Removing Users from a Branch

To remove users from a branch, select the users from the list on the All Users page, then press the ellipsis icon in the bottom right corner of the page. In the menu, press the Remove from Branch item. In the slideout panel, select the branch in which you want to place the selected users, then press Confirm. In this case, please make sure that all of the selected users belong in the same single branch. Remember that you cannot remove users from the root branch.