Creating a Manager

Creating a Manager

Once you’ve started creating a new user, you can designate the user as a manager in the platform and assign team members to the user. To do so, reach the Team Members tab of the slide-out panel when creating or editing a user, and activate the This user manages a team toggle. Type the names of the team members in the Team Members section. Use the search bar to look for specific users, if needed.

When finished, press Create User at the bottom of the panel to finish the creation process. Press Review to review all of the details that you’ve configured, or press Previous to go back and edit the details. Once the user is created, you can enrol the user directly into courses, or associate subscription licenses to the user. Please note that you can only assign licenses that are visible to the branch in which the user is placed.

You may need to give manager permissions to more than one user at a time. To do so, select the users you want to promote as managers from the All Users page, click on Choose Action in the bottom right corner of the page and select the Give Manager Permission option. Please note that this option is not available when all users are selected with the Select All button. As a result, the toggle This user manages a team will be enabled for all the selected users. A background job will be started when selecting more than 100 users.