Learnership Management System

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Author Topic: New "Agent" Role


AdministratorLearnershi-
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Learnership Tracking
New "Agent" Role
on: November 6, 2014, 16:48
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Additional user role requested with the next update, namely: Agent

Permission for rule:

Agent Permissions
-Linked to multiple Providers (Setup by the Site Administrator)
-Able to access all the link Providers details.
-Above to add/edit any data for a linked Provider.
No other features, other than to access multiple linked accounts.

Provider Permissions
-Add/Edit Learners
-Add/Edit Courses
-Add/Edit Modules
-Add/Edit Personal Notes and Files
-Add/Edit Achievement
-Run reports

Student Permissions
-Edit Profile



AdministratorLearnershi-
p Tracking
Posts: 147
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Learnership Tracking
Re: New "Agent" Role
on: November 13, 2014, 17:38
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Upgrade issued to developer 13 November 2014



AdministratorLearnershi-
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Posts: 147
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Learnership Tracking
Re: New "Agent" Role
on: November 26, 2014, 12:54
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"Agent" role and related features implemented:

  • "Agent" role.
  • A admin user can create a "Agent" user by creating a new user and selecting "Agent" as the role. The normal procedure.
  • A admin user can, in the "Provider Management" page, edit an existing "Provider" user and (re)assign the provider to an agent or no agent.
  • A "login" action was added to the "Provider Management" page that allows the current user (an admin or agent) to login as the selected provider user and access all the information and actions allowed to said provider user.
  • A agent user can access the "Provider Management" page and is allowed to do the available actions (add, edit, delete, login).

Demo site has the updated plugin. Please test and see if anything needs to be added or changed. Thanks.

Best regards,
Pedro Miguel Carvalho



AdministratorLearnershi-
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Posts: 147
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Learnership Tracking
Re: New "Agent" Role
on: December 1, 2014, 09:28
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Quote from Learnership Tracking on November 26, 2014, 12:54
"Agent" role and related features implemented:

  • "Agent" role.
  • A admin user can create a "Agent" user by creating a new user and selecting "Agent" as the role. The normal procedure.
  • A admin user can, in the "Provider Management" page, edit an existing "Provider" user and (re)assign the provider to an agent or no agent.
  • A "login" action was added to the "Provider Management" page that allows the current user (an admin or agent) to login as the selected provider user and access all the information and actions allowed to said provider user.
  • A agent user can access the "Provider Management" page and is allowed to do the available actions (add, edit, delete, login).

Demo site has the updated plugin. Please test and see if anything needs to be added or changed. Thanks.

Best regards,
Pedro Miguel Carvalho

Tested and working 100%, thanks.

One concern still:

When creating "providers" (by administrator) from the admin dashboard we limit the amount of learners that the provider can create. Currently there is no control of how many "no of providers" or "no of learners" the agent can create.

Any suggestions?

Maybe limiting the "No of learners" field to "administrator" rights for now only and not "agent".

EZ



NewbiePedro-
Carvalho
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Pedro Carvalho
Re: New "Agent" Role
on: December 1, 2014, 18:34
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Additional features and changes implemented:

  • Added "Max Providers" field when creating/editing a user with Agent role.
  • Added a limit to the number of providers a Agent can have. The limit is the "Max Providers" value set when creating/editing a user with Agent role.

Note that a Agent user can not create learners. A Agent user can only create providers and only up to the limit set by the administrator.

Please test and see if anything needs to be added or changed. Thanks.

Best regards,
Pedro Miguel Carvalho



AdministratorLearnershi-
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Posts: 147
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Learnership Tracking
Re: New "Agent" Role
on: December 1, 2014, 18:41
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Thanks for the update.

Completed and will implement shortly on the live sites.

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