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Manage registration rules

Guidance on how to edit or delete existing registration rules.

Written by Liam Smith
Updated over a month ago

You can edit existing registration rules to update their conditions or remove them if no they're longer needed.

Amendments depend on both system role and reporting scope For example, an administrator with organisation reporting scope can view and amend registration rules set up by a line manager with direct reports reporting scope, but that line manager can't view or amend registration rules set up by the administrator.


Edit a registration rule

⚠️ Important: When amending a registration rule set up by a different user, you take ownership of the rule. This applies your reporting scope to the rule, meaning that the number of users the rule affects may change, depending on how it's been set up.

To edit a registration rule, follow these steps:

  1. Switch to admin view, then click Content.

  2. Click All Content, then click Find.

  3. Search for the relevant content, then click Common Tasks.

  4. Click Users and Rules.

  5. Click Edit, then make required changes.

  6. Click Finish.

📌 Note: If you create a rule from a registration rule template, your changes only apply to this instance. They don’t affect the original template.


Delete a registration rule

Administrators can delete registration rules that are no longer needed. Once deleted, the rule stops running and won’t register any additional users.

To do this, follow the steps.

⚠️ Important: When you remove a registration rule, it doesn’t cancel users’ registration for the module or course.

  1. Switch to admin view, then click Content.

  2. Click All Content, then click Find.

  3. Search for and select the relevant content.

  4. Click Users, then locate the relevant registration rule.

  5. Click Remove.


Best practice when a registration rule owner is leaving

If someone is leaving the organisation or has already left, it’s best practice for the new owner of the rules to open each rule and save over it before the original user leaves. This transfers ownership and ensures rules continue to run as expected.
If this isn’t done and the original creator has left, the new owner should recreate the rules from scratch.

📌 Note: Automations give you greater visibility and control over all registration rules, including those owned by active or archived users, and rules that are active or inactive. This helps ensure nothing is missed when users change roles or leave the business.

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