Overview

In LCvista, controlling which users can see which programs is managed through Catalogs and Groups. Understanding how these work together helps you set up the right visibility for your organization's training programs.

The key concept: Users can only see programs that are in Catalogs linked to Groups they belong to.

The Visibility Chain

Program visibility follows a simple chain:

1. Programs are added to Catalogs
2. Catalogs are linked to User Groups
3. Users are members of Groups
4. Result: Users see all programs in catalogs their groups can access

For example, if you have:

• A "Compliance Training" catalog linked to the "All Users" group
• A "Partner Training" catalog linked to the "Partners" group

Then all users will see compliance training on their calendar, but only users in the Partners group will see partner training.

Setting Up Program Visibility

Making Programs Visible to Everyone

To allow all users to see and enroll in programs:

1. Navigate to Manage Training Catalogs
2. Select the catalog containing your programs (or create a new one)
3. In the User Groups field, add the All Users group
4. Select Save

All users will now see these programs in their calendar and can self-enroll.

Limiting Programs to Specific Audiences

To restrict visibility to certain users:

1. First, create a Group for your target audience by navigating to Groups from the left menu, selecting Add Group, and choosing Dynamic (rule-based) or Static (manually selected users)
2. Then, link the Group to a Catalog by navigating to Manage Training Catalogs, creating or editing a catalog, and adding your group in the User Groups field
3. Finally, add programs to the catalog from the Manage Training option

Only users in the linked group will see these programs.

Common Scenarios

Scenario 1: Firm-Wide Training Calendar

Goal: All employees should see all available trainings on their calendar.

Setup:

• Create an "All Programs" catalog
• Link it to the "All Users" group
• Add all programs to this catalog

Result: Every user sees the full training calendar and can enroll in any session.

Tip: If certain trainings are designed for specific roles, consider noting the intended audience in the program description.

Scenario 2: Department-Specific Training

Goal: Marketing team should see marketing-specific trainings that other departments don't need.

Setup:

• Create a dynamic group "Marketing Team" with rule: Department = Marketing
• Create a "Marketing Training" catalog
• Link the catalog to the Marketing Team group
• Add marketing programs to this catalog

Result: Only marketing employees see these programs.

Scenario 3: New Hire Onboarding

Goal: New employees should see onboarding programs during their first 90 days.

Setup:

• Create a dynamic group "New Hires" with rule: Hire Date is within the last 90 days
• Create an "Onboarding" catalog linked to this group
• Add onboarding programs to the catalog

Result: New hires automatically see onboarding programs, and visibility automatically ends after 90 days.

Visibility vs. Assignment

It's important to understand the difference between visibility and assignment:

• Visibility: User can see the program. Controlled by Catalogs + Groups. User chooses whether to enroll.
• Assignment: User must complete the program. Controlled by Program Actions. User has a due date and requirement tracked in compliance reports.

A user can have visibility to a program without being assigned to it. Conversely, if a user is assigned to a program, they will see it regardless of catalog visibility.

Frequently Asked Questions

Q: If I link a catalog to "All Users," will users be required to complete those programs?

No. Catalog visibility only controls what users can see. To require completion, you must assign the program to users or groups through Program Actions.

Q: Can a program be in multiple catalogs?

Yes. A program can belong to multiple catalogs, each linked to different groups. The program will be visible to users in any of those groups.

Q: What if a user is in multiple groups that have access to the same catalog?

The user will see the programs once. There's no duplication—LCvista handles the overlap automatically.

Q: How do I hide a program from everyone temporarily?

Remove the program from all catalogs, or remove all group links from the catalog containing that program.

Related Articles

• Groups - Learn how to create and manage user groups
• Managing Catalogs - Learn how to create catalogs and link them to groups
• Program Actions - Learn how to assign programs to users and groups
• Programs and Sessions - Learn how to create and manage training programs