Assign Courses to Specific Users & Roles
Context
One fundamental aspect of enhancing user experience on the virtual mentoring platform is the strategic assignment of courses. While directly enabling course availability for specific users might not be supported, there is a workaround that leverages the power of custom fields to achieve precisely the outcome you desire.
Moreover, the process of assigning courses to specific roles, such as mentors or mentees, is a straightforward process that optimizes content alignment with user responsibilities. In this training article, we'll delve into the techniques to efficiently assign courses to various roles on your virtual mentoring platform. We'll explore both the workaround for individual user assignment and the straightforward setup for role-based course allocation.
1 – Assign Courses to Specific Users
This section provides instructions on how to selectively display or hide a course to specific users, regardless of their role as a mentor or mentee. When creating a course module, there is an option to limit module availability based on users' selections within custom fields.
Example
In this example, the "Intercultural Awareness" module within the "Equity, Diversity, and Inclusivity" course is made accessible exclusively to users who have indicated "sociology" as their major or desired major in their profile's custom field. It's important to note that this access is granted regardless of their role within the program, whether they are mentors or mentees. By selecting "sociology" in the corresponding custom field, users gain access to the module.
Profile Page
Module Creation Page
Under my profile, I have personally chosen "Sociology" as my Major/Desired Major option. As depicted below, you can observe that I have full visibility of the "Equity, Diversity, and Inclusivity" Course, including all three modules within it.
Upon modifying the selection in my profile's Major/Desired Major field to anything other than "sociology," I no longer have access to view the module.
To ensure consistent hiding or displaying of a course for specific users, you would need to apply the same custom field restrictions to all modules within that course. By implementing this approach consistently across the course's modules, you can effectively control the visibility of the entire course for the targeted users.
Steps
1.0 Start by creating a new custom field. The custom field should offer multiple choices.
1.1 When assigning the custom field to a role, ensure that you select both "Mentor" and "Mentee" roles.
1.2 From the administrator dashboard, navigate to the "Content" tile located on the third row, and click on "Manage Content" to access the corresponding section.
1.2.1 A new dialog box will appear. Expand the selections by clicking on "Content" and subsequently choose "Courses".
1.3 Click on the box under the Module's column corresponding to the course that needs to be restricted to specific users.
1.4 Click on “Edit” under the “Actions'' column of the first module listed.
1.5 Within the "Select custom fields" section, locate and click on the custom field that you have recently created. This custom field will be utilized to assign the module in question.
1.6 After clicking on the custom field you just created, a new field will appear, prompting you to indicate the selection(s) that will be used to assign this particular module.
1.6.1 In this example, I am setting up the module to be accessible exclusively for users who have chosen either "philosophy," "psychology," or "sociology" from the "Major/Desired Major" custom field. Consequently, the module will be visible to users who have made any of these selections, while remaining hidden to users who have not chosen any of these options.
Please note that when a user makes no selection in the custom field, it will also prevent them from seeing the module/course.
1.7 Scroll down to the bottom of the page and click Save.
1.8 To completely restrict a course based on custom field selections, follow steps 1.4 to 1.7 for all other modules within the same course. By repeating these steps for each module, you ensure that the entire course is fully restricted based on the chosen custom field selections.
2 – Assign Courses to Specific Roles
Assigning a course to the specific role of either mentor or mentee is a straightforward process.
Steps
2.0 From the administrator dashboard, navigate to the "Content" tile located on the third row, and click on "Manage Content" to access the corresponding section.
2.1 A new dialog box will appear. Expand the selections by clicking on "Content" and subsequently choose "Courses".
2.2 Click on the box under the Module's column corresponding to the course that needs to be restricted to a specific role.
2.4 Click on “Edit” under the “Actions'' column of the first module listed.
2.5 Choose the role that should be granted access to this course module from the dropdown menu in the "Relationship Role" field.
Note: Kindly note that by default, course access will be set to "For Everyone" unless otherwise specified.
2.6 Scroll down to the bottom of the page and click Save.
Important: To completely restrict a course based on the role, follow steps 2.0 to 2.6 for all other modules within the same course. By repeating these steps for each module, you ensure that the entire course is fully restricted based on the chosen custom field selections.
If you have questions or need further support, please contact our Support Team: support@mentoringcanada.ca