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Sub-accounts

Introduction

1. The sub-accounts module allows organizing access for an unlimited number of users to Brusnika.LMS under a single account of your CRM or ERP system. Accordingly, the data in the application will be personalized by sub-accounts.

The module will be useful in the following scenarios:

  • When an organization has branches or stores that share a single CRM or ERP system account across all departments.
  • When an organization has external distributors or partners that require training.
  • Any other cases where a single CRM or ERP system account is used for multiple people, while still requiring personalized training and testing data.

 Sub-accounts can be either external users or employees of the organization.

2. The Subaccounts module is paid. To use it, a subscription must be purchased in the My Plan-Subaccounts section.

Adding Subaccounts

1. Account:

  • This is the main account to which LMS sub-accounts will be linked.
  • The account cannot be an LMS moderator.


2. Open the subaccounts module image.png

Click the plus sign image.png

Choose the registration method with sub-accounts in the application 

  • Standalone. In this case, the portal administrator only needs to enter the logins and communicate these logins to the sub-accounts. Upon logging in, the sub-accounts will enter their login, then the application will prompt them to fill in their details (full name and position) and create a password.
  • By the administrator. In this case, the administrator enters the login and fills in all the data (full name and position), then provides the sub-accounts with their logins. Upon logging in, the sub-account will be prompted to create a password. The remaining data (full name and position) will already be filled in by the Administrator. 

A subaccount contains the following fields:

Login - always set by the administrator.

Full name and position - can be set by the administrator or by the sub-account itself.

Elements: save subaccount; reset password; delete.

Adding Sub-accounts

1. Account:

  • This is the main account to which the LMS subaccounts will be linked.
  • The account cannot be an LMS moderator.


2. Open the subaccounts module 

Click on the plus 

Choose the method of registering with sub-accounts in the application. 

  • Standalone. In this case, the portal administrator only needs to enter the logins and communicate these logins to the sub-accounts. Upon login, the sub-accounts will enter their login, then the application will prompt them to fill in their details (full name and position) and create a password.
  • By the administrator. In this case, the administrator enters the login and fills in all the data (full name and position), then provides the sub-accounts with the logins. Upon login, the sub-account will be prompted to create a password. The remaining data (full name and position) will already be filled in by the Administrator. 

A subaccount contains the following fields:

Login - is always set by the administrator.

Full name and position - can be set by the administrator or by the sub-account itself.

Elements: subaccount saving; password reset; deletion.

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Login of sub-accounts to the application

If "Self-registration" is enabled in the settings (the administrator only enters Logins), then upon the first login under a Bitrix24 account, the user will see the following pop-up window:

You must fill in your full name and position, and create a password.

Upon subsequent login, it requests the username.

Upon correct login - password

If the login is incorrect:

If sub-accounts are created by the Administrator, the following pop-up window will appear upon the first login. You need to create a password; all other data will already be filled in.

Password Reset

If a subaccount has forgotten the password, it can be reset using the following element:

Frequently Asked Questions
Question: What is the sub-accounts module in Brusnika.LMS and what is it used for?

Answer:

The sub-account module allows an unlimited number of users to access Brusnika.LMS through a single CRM or ERP system account. At the same time, data in the application is personalized for each sub-account. It is useful in scenarios where multiple people use one CRM/ERP account, such as in branches, stores, or for training external distributors and partners, enabling the individualization of the learning and testing process.

Question: In which cases is the use of sub-accounts particularly effective?

Answer:

Subaccounts are most effective when an organization has multiple users who need personalized access to training and testing but share a single CRM or ERP account. This can be relevant for companies with branches or stores where one department uses a single account, as well as for training external partners or distributors who require system access but do not need a separate CRM/ERP account.

Question: Who can be a sub-account, and is the module free?

Answer:

Sub-accounts can be either external users (such as distributors or partners) or employees of the organization itself. It is important to note that the sub-account module is a paid feature. To use it, you need to purchase the corresponding subscription in the "My Plan" section in Brusnika.LMS.

Question: In which cases is the use of subaccounts particularly effective?

Answer:

Subaccounts are most effective when an organization has multiple users who need personalized access to training and testing but use a shared account in a CRM or ERP. This can be relevant for companies with branches or stores where one division uses a single account, as well as for training external partners or distributors who need access to the system but do not require a separate CRM/ERP account.

Question: Who can be a subaccount, and is the module free?

Answer:

Sub-accounts can be both external users (e.g., distributors or partners) and employees of the organization itself. It is important to note that the sub-accounts module is a paid feature. To use it, you need to purchase the corresponding subscription in the "My Plan" section in Brusnika.LMS.

Question: What are the requirements for the main account to use sub-accounts?

Answer:

The primary account, to which LMS sub-accounts are linked, cannot be an LMS moderator. This is the main Restriction for the account that serves as the base for connecting sub-accounts. It acts as the central point through which system access is provided for all associated sub-accounts.

Question: How are new subaccounts added to the system?

Answer:

Adding sub-accounts is performed by the administrator via the "Sub-accounts" module by clicking the "plus" button. The administrator can choose one of two registration methods: "Independently" or "By Administrator". In both cases, the administrator sets the login for the sub-account.

Question: What is the difference between self-registration of sub-accounts and registration by an administrator?

Answer:

Of course. Please provide the text you would like me to translate. self-registration The administrator enters only the login, and the sub-account fills in their full name, position, and creates a password upon first login. registration by the administrator The administrator fills in all the data (full name, position) and sets the username, while the sub-account only creates a password upon first login. In both cases, the system will request the username and password for subsequent logins.

Question: What data is contained in a subaccount profile and what actions are possible with it?

Answer:

Profile The subaccount contains the following fields: "Login", which is always set by the administrator, and "Full Name" and "Position", which can be filled either by the administrator or by the subaccount itself, depending on the chosen registration method. The administrator has the ability to save the subaccount's data, reset its password, and delete the subaccount from the system.

Question: What to do if a sub-account forgot its password?

Answer:

If a sub-account has forgotten its password, the administrator can reset it. A special element is provided for this purpose in the sub-account profile.

Question: What data is contained in a subaccount profile and what actions can be performed with it?

Answer:

Profile subaccount contains the following fields: "Login", which is always set by the administrator, and "Full Name" with "Position", which can be filled either by the administrator or by the subaccount itself depending on the chosen registration method. The administrator has the ability to save subaccount data, reset its password, and delete the subaccount from the system.

Question: What to do if a subaccount has forgotten its password?

Answer:

If a subaccount forgets its password, the administrator can reset it. A specific element is provided for this purpose in the subaccount profile.

Logging in sub-accounts to the application