Introduction to the activity:
During the first access you have to set up the administration area.
Through the configuration interface you can enable advanced functions for specific needs.

Before creating users in the database, you can choose to create additional category fields, create groups, Sub-Administrator (if needed) and so on ...

Workflow:

• Choose functions to activate
• Definition of category rules and roles
• Creation of custom category fields
• Creation of category tree
• Creation of groups and roles
• User creation
• Sub-Administrator creation
  

Choose functions to activate: Inside the configuration area it is possible to manage the setup of each Docebo section. In the administration menu you will see only the activated functions, configuration stored inside “global” menu is shared by all the sections (CMS, LMS, KMS)


Definition of category rules and roles: Docebo allows to categorize users for better filtering and searching policy and also for permission management. You can choose to adopt a tree structure. Creating roles using the groups functions will make most of the common activities easy.

Creation of custom category fields: custom fields (that can be used for searches and the cataloging of users) can be assigned to all the users (if included in main root) or can be assigned to one or more levels (parts of the tree) or to groups.


Creation of categorization tree: In case of complex organizations, it is possible to create a schema through the tree and link the users to one or more sub levels.

Note: All the users can be seen inside the main tree (root). User editing and deletion MUST be done there, placement inside a sub-tree is only a logical placement, and deleting a user from a sub tree IS NOT EQUAL to deleting and editing from the main tree (root).


Creation of groups and roles:
It is possible to create “boxes” to put users in. These boxes are the "Groups" to be used in a dynamic way. This module is also useful to manage roles that work together with the tree schema, e.g. Managers (group) of “Marketing” office (sub tree). Groups can be associated to one or more applications and can be distinguished in 4 types:

• Groups only visible to the administrator
• Groups visible to the users that can also subscribe to them
  
• Groups visible to the users that can be subscribed but require Administrator approval
• Groups visible to the users but with subscription permission reserved to the Administrator
  

User creation:
According to the policies chosen inside the configuration options you can now populate your user database. This activity can be done through the user categories by filling the category fields. Associated category fields can have following characteristics:

• Mandatory / Non mandatory
• User can change it / Can not change it
  

Regarding the user registration policies:

• Are created by the administrators
• Can subscribe
• Can subscribe but they need administrator moderation.
  

Sub-Administrators creation: Super Administrators can delegate part of the activity to Sub-Administrators with limited rights.

The limitations are:

• Functions to manage
• Groups or sub tree visible by the Sub-Administrator