External Profile account management

[Guest]

Hi all, 

I'm getting used to Adobe Captivate Prime and already got some answers on the community.

There are a few things I cannot find around managing elearning for customers using external profiles.

My situation will be that each customer will get an external user group with one owner (from customer side) to manage people who should do training from their side. We do not want to manage this.

Questions are:

1. How do you scale this? A hand full of customers is managable but I do not see a way to automate creation of lets say 100 Extneral Profiels ( So define: Profile name, add a manager, # seats, expiry date, our company logo (if not by default))
   Ideally from a csv file or direclty from SFDC for example?
2. When a user logs in they should accept our policy and for example have their name/mail/role synced with SFDC for tracking purposue on our side.
   Any scenarios for this? Don't think the Salesforce API covers this..

In general any advise or links to pages I've missed that explain (automated) user management/maintenance on higher number of external profiles (customers/partners) is welcome.

Thank you.

[ashwinijaisim]

Hi,

Have you considered setting up peer accunts for your users if you have so many? A peer account would have its own domain name, whatever branding you require it to have, shared or private catalogs, its own admin etc. However, you would control how many seats it has and you can also ensure that all reports generated within the peer accounts are sent to you. Bringing users into a peer account would be done the same way you do in your main account - usually by CSV.

Do check it out.

Thanks,

Ashwini