Members and Organizations
Quick explanation of the difference between PERSON and ORGANIZATION type Members.
Introducing “Member Type”
Every person or company in LearningBuilder is a Member
. All Members are able to log in and use the system, and most features function the same way for all Members.
However, there are two distinct types of Members, indicated by the MemberType
property:
PERSON
- The Member represents an individualORGANIZATION
- The Member represents a company or organization, not a specific person
The Member Type is displayed on the Account Profile screen:
People vs Organizations in LearningBuilder
|
|
|
---|---|---|
Purpose | Allows a single individual to log in and manage their own credentialing account. Also used to represent a specific Staff member of an Organization. | Allows a corporate entity to maintain a “root account” that “owns” its data, while allowing Staff members to log in and manage that data. |
How is the Member identified? | People have a “First Name” and a “Last Name” | Organizations have a single “Member Name” Organizations also have a “Website” field |
Typical default Role | Practitioner | Provider |
Can the Member have “staff” users beneath it? | No | Yes. See Training - Intro to Providers and Organization Staff |
Can the Member own Activity Definitions? | No | Yes. Providers can create Activities, and their staff members can manage those Activities. |
Can the Member own Learning Plan Instances? | Yes | Yes (Staff members can manage the Learning Plans owned by their parent Organization using the Account Switching feature) |
Can the Member be listed within a complex hierarchy of accounts? | Only at a “leaf” level; People can belong to an Organization, but a Person cannot belong to another Person. | Organizations can be placed into a hierarchy representing departments of a larger entity (e.g. the government), different regions of a large corporation, etc. |
How are permissions determined? | A Person “has” all of the Permissions linked to each of their granted Roles. | A Organization “has” all of the Permissions linked to each of their granted Roles. |