Best Practices for Client Confidentiality in ClientSite

When using ClientSite to serve up content or training for multiple clients in a single UniversitySite instance it is important to ensure that each client cannot see or be aware of other clients in the system.


The following best practices help to ensure that this confidentiality is maintained.

  1. Hide all LearningSite navigation menu items that aren't needed. We recommend you consider only showing Plans.
  2. Disable all widgets except the Plans in Progress Widget for the LearningSite Home Page
  3. Use plans which are not visible in LearningSite and assign them to clients via audience
  4. Create audiences for each client
  5. Automatically enroll these audiences into the plans so that ONLY those enrolled can see their plans

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