Create a team of everyone who will use the application apart from the learners
for different purposes like
An author who will create content.
A manager who will see the progress of his team.
An administrator will mark the attendance.
A sub-admin who will manage learners.
An Analyst who will view & create the report.
You can use the Teams feature to create restricted access-based Managers/accounts for specific purposes. You can create Content creators and reporting Managers who have access only to a limited part of the application.
How to Create Your Team
- From the left menu, locate the Company menu accordion, expand it, and click on the Manage Teams sub-menu.
- You will see all the Managers that you have created till now here. You can switch the view between card and grid view from the icons provided at the right side of the main page's heading.
- Let's create a new team member by clicking on the Add New button.
- If you are creating a new manager, keep the New tab selected. Set the manager's details like name, email, mobile number, etc. Set the username and password.
If the person is already a member of one of the other companies, you can select the 'Already a Member' tab. This will prompt you to select the existing manager.
If the person is already a learner in your company and you want to assign the role of a manager in your company, you can select the 'Already a Learner' tab. This will prompt you to select one of the existing learners. On selecting, the personal details will automatically get filled as set for the learner, you only need to fill in the Full name and mobile number of the Manager. You can also update any details you want, this will only be reflected in the manager's account, learner's account will not be updated. - Next up we need to assign the roles/permissions to the manager. Only the selected permissions-related pages will be available to the manager's account.
If you are creating a content creator type manager, you may want to only assign permissions relating to Creating Learning plans, Creating modules, and Creating questions. - You can either select one of the existing role templates, or you can create a brand new role template on the spot.
To create a new template, click on the "Custom" tab. Now select the privileges group. Select the learning plan to give permissions related to learning plan pages. Select the permissions you want to give and click on save. - Continue adding permissions from Privileges groups.
- Now you need to give a name to the role template. This role will be saved with all the permissions you have selected so that next time you do not need to create a new template for a new manager with similar managing needs.
If you want to restrict the manager to certain learning plans and profiles, you can select them or set them as all as default. - Click on Save. Your manager has been saved. Your manager will get an email notification on their email.
- Your new role template has also been saved. You can manage your roles from the "Roles" submenu under Company accordion.
Read Managing Roles to know how to manage existing roles or create new ones.