Manage Credentials is a feature accessible to enterprise sites. It features a set of tools and reports that help organizations track and maintain credentials, certifications, qualifications and other types of user information.
This article outlines the differences between using credentials in an enterprise site and using credentials in your organization's TargetSolutions platform.
A working knowledge of TargetSolutions credentials will make this help article easier to follow. We recommend familiarizing yourself with this feature first. If you need help, please check out the Manage Credentials section of the help system.
Enterprise administrators creating credentials will put the credential into a category, name it, add a description (optional) and choose what data elements are required: Start Date, Expiration Date, and/or Credential Number. These settings are controlled at the enterprise level and are not editable by child (affiliated) sites.
Enterprise administrators are able to set defaults for View and Edit, Grace Period and Auto Renewal settings, however child sites are able to edit these settings to suit the needs of their own organization.
Enterprise Specific Settings
Enterprise administrators have additional settings within credentials to allow them to control which child sites should have access to use the credential, as well as granular controls to enable administrators of those child sites to make changes to the credential.
Designate which sites can use this credential
All Sites: Available to all child sites.
No Sites: Only available in the enterprise site - You would use this setting when you are still in the process of building your credential and want to keep it hidden while you finish it.
Specific Sites: Allows you to cherry pick one or multiple child sites in which to make the credential available.
Designate edit access for child site platform manager
When options are selected, child site platform managers can:
Manage Users: Add, remove and modify credentials assignments for users in their own child site
Add Alerts: Add their own alerts to the credential
Add Topics: Add, delete, manage their own topics, including adding and removing courses/activities to their own topics
Add Courses and Activities to Existing Topics: Add courses/activities to topics created by the enterprise
Enterprise administrators can add, inactivate and modify credential information for individual users in child sites with access to the credential. Enterprise administrators cannot add themselves or any other enterprise administrator to the credential.
When the "Manage Users" credential setting is enabled, child site platform managers can also view, add, inactivate and modify credential information for individual users in THEIR SITE ONLY. This includes user information entered by an enterprise administrator.
Enterprise administrators will be able to edit any user information added by a child site platform manager.
Enterprise administrators can add alerts to their credentials. Alerts added by the enterprise administrator can be removed and edited within the enterprise. Child sites with access to the credential will be able to view, but not edit/remove, alerts added by an enterprise administrator.
When adding alerts to enterprise credentials within the enterprise, administrators have an additional setting under the "Who should receive the alert" section: "enterprise administrator".
Enabling this option will send the alert to each enterprise administrator.
The remainder of the "Who" options refer to users within the child sites. For instance, enabling "site administrator" will send the alert to each administrator within the child site the particular user is from.
When the "Add Alerts" credential setting is enabled, child site administrators can add their own custom alerts to the credential. Note that even when this setting is enabled, child site administrators CANNOT edit or remove any alerts created by the enterprise administrator.
Enterprise Administrators can add topics to their credentials. These topics will be visible, but cannot be deleted or edited by child site Administrators.
When the "Add Topics" credential setting is enabled, child site administrators can add their own custom topics to the credential. These topics only affect the particular child site in which they were added. These topics cannot be viewed, deleted or edited by enterprise administrators in Manage Credentials. Child site administrators can edit and delete their own custom topics, but this setting does NOT give child site administrators access to edit or delete topics added by the enterprise administrators.
Enterprise administrators can add courses/activities to topics they create. Enterprise administrators have the option to add any:
TargetSolutions courses available in ANY child site
Parent-created SCORM courses
Child-created SCORM courses and activities are NOT available to add.
If a TargetSolutions course is added to the credential, but a particular child site does not have access to that course, the course will not be visible in the credential for that particular site.
When the "Add Courses and Activities to Existing Topics" credential setting is enabled, child site administrators can add courses/activities to topics added by the enterprise administrator.
Child site administrators can add their own activities and SCORM courses, as well as TS courses to which they have access.
Enterprise administrators have access to 3 credential-related reports. In addition to the filters you'd find in these reports within child sites, enterprise administrators will also be able to filter by child site and by specific child users.
Pull user credential information that applies to all date, user and credential criteria selected.
Credentials - Completions
Pull completion data of courses/activities within topics of enterprise credentials. Completions of courses/activities added to the credential by child administrators will be included.
Credentials - User Progress Summary
Pull user progress toward completing the requirements of a single enterprise credential. Topics added to the credential by child administrators will be included.