How to setup LMS Admin access for new learning coordinator

How to setup LMS Admin access for new learning coordinator

Pre-requisites: LMS Super Admin access
                          Name and Email Id of user to whom the admin access is required
                          Name of admin role to be assigned
Steps:

1. Login to SF and go to Learning Administration page



2.  Select System Administration --> Security --> Administrators and click "Add New" link



3. It will open up the pop-up where we need to fill few details of user requiring admin access
  1. Admin ID: System User Id 
  2. Last Name: Last Name of user
  3. First Name: First Name of user
  4. Related User Id: System User Id
  5. Email Address: Company Email Address
  6. Reply to Address: Company Email Address
  7. New Password: Summer99!
  8. Verify Password: Summer99!
To fill this details, start with Related User as you will find the System User Id in the search result
 






Copy the system user Id and paste it in Admin ID


Now fill all other details and click Add button


The admin Id will be created




Now next step is to assign admin role to this Id. Select "Assigned Roles" tab.



Select below highlighted link



Click Search



Select the required role/s from the list and click Add


The role/s added will be displayed in "Assigned Role" tab.



Generally for learning coordinator who is managing learning admin activities for a sector/contract/location etc. we assign above highlighted role i.e. TRANS_TRAINING_COORD_ANZ. There are some other admin roles created for specific admin tasks like data entry, item entry etc. These roles can be assigned as per the request. Refer KBA  for more details - I'm a new LMS Coordinator, how do I request access to LMS Administration?

Now select "Preferences" tab and update the language, currency and time zone.



Select English in language


Select AUD or NZD currency as per administrator's country



Select administrator's timezone Id


Click Apply changes to save the details.



Finally you need to provide RBP permission to administrator in SF BizX

Select "Manage Permission Group" from Action Search box



Search for LMS Administrators group



Add user in the group by searching either by first or last name. Then click Finished to save the changes





Then click 


















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