How to Create and Manage a Power User
Create and Manage a Power User in Docebo
Last Updated: January 12, 2017 | Version: 6.9 | User level: Administrators, Power Users
Introduction and List of Permission Details↓
Docebo allows you to create Power User profiles, which can be assigned users who need to perform specific management operations or oversee specific user groups or courses in the LMS. This feature is very useful for creating profiles that manage a specific country, company, office or unit.
PLEASE NOTE: YOU CAN FIND A LIST OF ALL POWER USER PERMISSIONS AND DETAILS HERE.Close
Activating the Power User App↓
Begin by logging into your platform as a Superadmin, then select Apps and features from the left sidebar.
In order to activate the Power User App, select the Additional features tab on the main Apps and Features page. Find the Power User App in the list of apps, then select the Activate App button. Read the information in the pop up box, then press Install Now. The app will then be activated in your platform.Close
Creating a Power User↓
To create a power user, log into your platform as the Superadmin, then access the Admin menu from the left sidebar. Find the Power User section, then select the Manage subitem.
Now, we’ll go through both tabs that you see on the left side of the pop up box: Permissions and Options. Let’s begin in the Permissions Tab. In this tab, begin in the top section: Details.
Begin by typing a name for this Power User profile into the corresponding text box. Then, flag the permissions that you want to assign to this Power User:
- Admin can activate enrollments
- Admin can activate users
- Admin can only enroll students
- Allow Power User to buy and assign seats for courses and learning plans
- Allows Power User to skip mandatory fields when creating a user
- Allow Power User to see certificates, issued to his assigned users only
Each permission will have a description underneath to better describe what exactly the Power User can do if you flag this option. Now, you can go through each section in this tab to delegate more permissions to this Power User profile.
Simply click on the section’s title to see the permission options slide out below, then flag the permissions you want to assign. Again, each permission in every section will have a description to provide you with more understanding about what the Power User can do. When you’ve gone through all of the sections and assigned the desired permissions to the Power User profile, move to the Options tab.
In this tab, you can create pre-populated user fields. By adding these user fields, all newly created users by this Power User profile will automatically inherit these user field values. Simply select a user field from the drop down menu, then press the plus button next to the dropdown menu to add the field. It will then appear in a list below, and you can delete it using the red X in the field’s row.
When you’re finished, press Confirm. Now, on the main Power Users Profile Management page, the new Power User profile will appear in a list in the lower section of the page. You can edit or delete it using the corresponding icons in the profile’s row.Close
Adding Users to a Power User Profile↓
Now you can begin adding users to your newly created Power User profile, or an already existing Power User profile. To begin, access the Admin menu, then select the Users subitem from the E-Learning section. Choose a user from the user list on this page, then press the Edit icon in the user’s row, and press Edit again from the dropdown menu.
In the pop up Edit box, find the Level row. In the menu, select Power User. Now, press Confirm.
You can repeat this process for all of the Power Users that you want to create. Now, return to the Power User Management page (Admin Menu, Manage subitem in the Power User Section). You will see your new assigned Power Users in a list on this page. Begin by assigning the users a Power User Profile.
Press the Assign a Profile item in the user’s row, then select a profile from the dropdown menu. This page will automatically refresh once the profile is selected.
When you associate a power user profile to a power user, you’re giving them the permissions that you assigned that specific profile when you created it. You can also customize these permissions using the icons that appear in the user’s row. Let’s go through all of these icons. The first icon on the right allows you to assign users, groups, branches to this power user. When you select the Add Users icon, you will be redirected to a page where you can assign users.
On this page, click on the Assign User button in the action bar at the top of the page to assign users to this Power User.
You can select users one by one or select an entire group or branch through the related tabs in the pop up box.
You can also use the search bar to find a specific user. If you need to select one or more organization chart branches, but your organization chart has multiple branches and sub-branches, you can use the search bar to find the ones in which you are interested. When you’ve selected your users, branches, or groups, press Confirm. Now let’s move to the second icon in the user’s row, which allows you to assign courses, learning plans or courses categories to the power user.
Select the Assign Courses icon in order to assign courses to the power user. Then, on the Assign Courses page, press the Assign Courses button in the action bar at the top.
The process for adding these custom catalogs is identical to the process that you completed when assigning users or courses to the power user. Finally, the last icon allows you to assign locations to the power user.
Select the Assign Locations icon, then choose one or more locations from the list, going through the same process as with the previous icons, and press Confirm when finished.
Check the Final Outcome. You can edit the permissions or any assigned users, courses, catalogs, or locations at any time for any Power User. You have now completed the power user profile.Close
How Can a Power User Buy Courses on Behalf of Final Users?↓
Once you grant the power user (PU) profile the right to buy courses on behalf of end users, they will be able to buy different seats for courses and learning plans from the catalogs, and then assign those seats to the final users he or she manages (side note: the Courses Catalog and eCommerce Apps must be activated).
Please note that if you assign this option to the PU profile, the power users associated with this profile cannot manage free subscriptions. They can only enroll users to a course and manage the seating options.
First, access the system as a PU and select the Courses Admin page. Only the courses managed by the PU will be displayed. A new icon, Seats, will appear, corresponding to the paid courses you can manage as a power user. Click on the number associated with the seats column:
Then, choose how many seats you want to buy.
Now you can complete your order by filling the form with all the required information. Remember to accept the Terms and Conditions of the Service, the select BUY NOW.
The system will redirect you to the credit card page, which you must fill with all of the required information depending on the different payment methods you want to use, and then confirm the operation. The system will automatically display a feedback message:
Now, select the Go To Courses Management button to start enrolling your users in the chosen courses. Remember, you can always check the number of allocated seats by referring to the Seats icon:Close
How to Allow the Power User to Assign Free Seats↓
This feature, available only for Docebo version 6.6.3 or higher, allows Superadmins to grant the Power Users additional free seats in certain courses. This means that while Power Users cannot manage the standard enrollment policy, they can now subscribe users to a course for free by using the free seats provided by the Superadmin.
First, log into the platform as a Superadmin and access the Courses Management area. Choose the course from the list of courses on this page for which you would like to allocate extra free seats, then press the menu icon in the course’s row and press the Manage Seats item from the dropdown menu.
In the Manage Seats pop up box, type the number of seats you want to assign into the corresponding text box, then select the power user who will manage these free seats by typing the username into that corresponding text box.
You can check the list of Power Users who are in charge of the seats for this course, see how many seats have been assigned, how many seats the Power User has purchased, how many free seats the Power User can assign, and the total seats for each Power User.
Once you configure this option, the Power User will be able to manage extra seats for other users for free.Close