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Product Release - January 9, 2024

Teresa
Teresa
  • Updated

User Management

Account Owner Role Assignment Validation

Previously, Allbound allowed System and User admins to assign any role to any user-company association. However, the "Account Owner" or "Owner" role was intended by Allbound to only be used to designate the Channel Account Manager (CAM).

Now, we've made some updates to enforce validations to ensure data integrity with respect to the Account Owner role. The following rules are now enforced:

  • Account Owner role cannot be assigned to any primary company association
  • Vendor users can only be assigned an Account Owner role on non-primary company associations
  • Partner users can never be assigned an Account Owner. They can only be assigned an Executive, Manager, or Sales role.

To enforce these rules, we've updated the UI to only allow admins to select the allowable role(s).

The image below shows a vendor user who can only be assigned the Account Owner role on their non-primary company associations. 

The image below shows a partner user who can only be assigned the Executive, Manager, or Sales roles.

 

Certification

Multiple Learning Tracks For A Certification

In the past, our system supported a one-on-one relationship between learning tracks and certifications. When creating a certification, only a single learning track could be assigned to the certification.

However, we have enhanced this functionality to allow system admins and content admins the flexibility to include multiple learning tracks as completion criteria for certification. This enhancement allows our users to construct comprehensive learning plans, incorporating various learning tracks, thereby enabling a more robust certification process. Customers can now create personalized learning experiences for users, encompassing multiple learning tracks that collectively contribute to certification attainment.

 

The image below shows you can multi-select learning tracks while creating a certification in the training dropdown.

Screenshot 2024-01-04 at 9.44.png

 

This image shows the required training in a certification that was added by the system/content admin.

Screenshot 2024-01-04 at 9.42.png

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