Catalog Access is a feature that lets you control which learners can view specific courses in the catalog. By tailoring the catalog for your learners, you can ensure they see only the most relevant content while browsing. This not only enhances the user experience but also keeps the catalog organized by excluding unnecessary content for certain learner groups.
Note: Course Catalog Access is available only on specific pricing plans or as an add-on. If you're interested, please contact your Customer Success Manager for more information.
Manage Catalog Access
Once the Catalog Access feature is activated on your vendor you can find it in your course settings under Catalog. Toggle the switch to include the course in your catalog and, as per default, the course is available for all Learners in the catalog. To adjust the access for the course, click the "Manage Access" button.
Access Criteria
A new modal will open in which you choose what user attributes you want to use as criteria to access this course. You can choose from the following attributes:
Team
Direct Manager Team
Tag
Company
Title
Office
Country
Simply click the criteria you want to add and use drag and drop in the right side menu to rearrange and group your access criteria.
The Learners that are fulfilling the criteria that you set will see this course in their catalog. Criteria can be used and single criteria and group criteria and you can also combine multiple sets of criteria.
Single Criteria
A single criteria is when you only choose a single attribute that a Learner need to fulfill to see the course in their catalog.
For example: Team "Sales" is a single criteria. Meaning, if a Learner is part of team "Sales", this course will be shown in their catalog.
Group Criteria
A group criteria is when you combine multiple attributes and the Learner must fulfill all attributes within the group to see the course in their catalog.
For example: Team "Product" and Country "Sweden" is a group criteria. Meaning, if a Learner is part of Team "Product" AND has Country set to "Sweden", this course will be shown in their catalog.
Multiple criteria
You are also able to use multiple criteria that can consist of several single or group criteria. When combining multiple criteria a Learner only needs to fulfill one of the criteria for the course to be shown in their catalog.
For example: Add the single criteria (Team "Sales") and then you also add the group criteria (Team "Product" and Country "Sweden"). This means, if a Learner is part of team "Sales" OR Learner is part of Team "Product" AND has Country set to "Sweden", this course will be shown in their catalog.
ℹ️ Please note that all changes in settings regarding catalog access can take up to 15 minutes to apply for your Learners.