Configure Access Control
- Go to the Education Credits Program and click View.
- Navigate to the Settings tab.
- Click the Edit button at the bottom of the page.
- Adjust the settings to define how attendees can claim credits.
Access Configuration Options
- Claimable From/Until: Set the start and end dates for when credits can be claimed.
- User Restrictions:
- Anyone Can Claim: No restrictions; any user can claim credits.
- Custom Restrictions: Apply rules based on user attributes.
Custom Restriction Criteria
If restrictions are enabled, users must meet at least one of the following conditions to claim credits:
- User is a member of group X.
- User must not be a member of group X.
- Impexium-Based Restrictions:
- Individual Category
- Active Membership
- Committee Position
- Geographic Area
- Membership Type
- Relationship
- Custom Field
- Event Attendance Requirements:
- User must have attended an Impexium event.
- User must have attended an Impexium session.
- User must have registered for an Impexium session.
Ratings
Admins can configure additional requirements for claiming credits:
- Use Ratables: Enable this to require users to complete a list of ratings as part of the claim process.
- Use Verification: Enable this to require users to complete a verification template with correct answers before claiming credits.
- Claimer Attendance Verification: Require claimers to have attended the linked session in the event.
- Automatic attendance verification can be set up in the linked event per session.
- Admins can control attendance records for each attendee under the Attendees section while the event is live.
Certification
- Submit Behavior: Define when claims are submitted—either immediately after claiming or manually via a "Submit Claims" button.
- Submit Actions: Configure external actions triggered upon submission (e.g., granting credits in Impexium).
- Admin Notification Emails: List of emails that receive notifications about all claim-related actions.
- Provider Certificate Overrides: Override the default certificate template for selected providers in this program.
- Actions: Manage program status with options like:
- Copy Program
- Pause Program
- Archive Program
Additional Settings
- Group Categories - Claimable Items: Configure group categories for claimable items.
- Certificate Claim - Email Configuration: Customize email settings for certificate claims.
Related Articles
Set Session Access
Select the desired event, then click Registration In the Session Access section set the tone for the default access for all sessions by clicking in the dropdown menu Free where you will be able to change the default to Disable Access, Payment or ...Submission Access Restricted
Some Calls are only accessible to specific users or groups, depending on the configuration set by the administrator when the Call was created. If you're seeing a restricted access message, it's likely because the Call is not open to your user group ...How to edit access rule for specific sessions
Go to the desired event From the left panel, click Registration Under the Access Control section, locate Access to specific sessions and click Edit From the next page, to the right of the rule you would like to modify click Edit From here, you can ...Configure the Certification
In this section, you can configure how certifications will be granted in your Education Program. 1. Specify the Submit Behavior Choose how claims should be submitted: User has to confirm submission of all claims: The user must manually submit all ...Configure a Credit Provider
Credit Providers are the institutions responsible for issuing credits to claimers. Claimers may have the option to choose which credit they wish to earn. Configuring a Credit Provider From Home, select Education. Navigate to the Providers tab. Click ...