Training Partner Online – Portal Access

Training Partner Online allows you to create different portals for different user audiences. Part of the configuration of a portal is what your users will have access to.

Access is controlled by folder of the following inventories:

  • Courses
  • Facilities
  • Equipment
  • Instructors
  • Reports
  • Programs
  • Materials
  • Vendors
  • Skills
  • Job Roles
  • Learning Groups
  • Remote Sites

Unless a particular folder is exposed through the Portal Properties a user will not be able to access it.

How to Give Access to a Folder

The following walkthrough applies to any of the inventories listed above.

In this example, we will be using a Course Folder. We wish to give online users access to all courses in the Office folder and all subfolder in the Office tree. Below is the sample folder structure:

CourseFolders

  1. Open the Training Partner Online Designer
  2. Click on the portal icon. Circled in red below.TrainingPartnerOnlineDesigner
  3. This will give you access to the Portal SettingsPortalSettings
  4. Using the Portal dropdown, select the portal you wish to update. In this example, we will be using the Default portal.
  5. Right click the Default portal dropdown and select PropertiesPortalSettingsMenu
  6. The Portal Properties will open. Click on the Access tabPortalPropertiesAccess

    From here, you may update access for any of the inventories. Just click on the inventory you wish to update. We will be updating the Courses inventory that is already selected for us.

  7. To allow access to the Office folder, we must expand the Microsoft folder.MicrosoftFolderExpanded

    You will note that all folders are greyed out indicating no access for the online user.

  8. It is important that you first select folder you wish to update before right clicking for the menu. Left click on the Office folder to select it.
  9. Right click on the Office folder and select Allow Access then Child Folders to give access to all subfolder.OutlookFolderAccessChildFolders
  10. Expand the Office to see that the Office folder and all its children are not greyed out anymore.OutlookFolderAccessGranted

    Online users will now have access to any course in theĀ  Office, Access, Excel, Outlook and Word folders.

  11. Click OK to access the change.

Important Note

Granting and denying access to different inventories assumes that you have not customized Training Partner Online. It is very easy to disable this feature.

Please contact a Training Partner consultant to review your code if you have any concerns.

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