ILR uses a hierarchical data structure to manage learner data access. You can create multiple Providers and Sites to organize and control data visibility across your organization.
Tip: The terms “Provider” and “Site” can be customized. Contact the Support Team if you'd like to change this terminology.
User Roles Required
- To create a Provider: You must be logged in as a Project Admin.
- To create a Site: You must be logged in as either a Project Admin or Provider Admin.
Provider Admins can only create Sites within their assigned Provider.
Creating a Provider
Log in to Tracker with your Project Adminrole.
If already logged in, select Project Admin from the User Role dropdown at the top of the screen.
- Expand the Project Admin menu on the left.
- Click Provider List.
- Click New Provider in the bottom-left corner.
- Enter the required details:
- Name
- Forced Case for Names and Addresses (recommended: Capitalised First)
- Click Save.
Creating a Site
Log in to ILR with your Project Admin role.
- Expand the Project Admin menu and click Provider List.
- Click the expand icon next to the Provider you want to add the Site to.
- Scroll to the bottom of the Site list and click Add a New Site.
- Enter the required details:
- Name
- Default Funding Type
- Provider Number (UPIN)
- UK Provider Reference Number (UKPRN)
If you don’t know your 6-digit UPIN, use the first 6 digits of your UKPRN.
- Click Save.
Post-Creation Steps
- Update user accounts to grant access to the new Site.
- Adjust Employer record visibility if needed.
Refer to the guide titled Manage Employer Record Visibility for more details.