Creating Managers and understanding their role

Video Tutorial

Illustrated Tutorial

Managers are a unique feature - they are like admins, in that they can manage users, assign courses, or other tasks. However, they only have access to a specific set of users that you can dictate. That means you can have people manage their own teams without needing assistance from a full admin. You can also change the permissions that a manager has, in case you need to make sure they don't make too many changes.

Before continuing further, you'll need to be familiar with user uploads. Follow the link to learn more if you need to, then come back here.

Creating Managers

Managers can only be created by doing a user upload. The method is fairly simple; below is a picture of an example spreadsheet. You can also download it using this link.

As you can see, in Column D, the Unique ID of the manager is present for every employee they manage. So River Booth would be able to manage Evangeline, Loue, and Ahmad, since her Unique ID is in the Manager column. Lillianna would manage everyone below her in the sheet for the same reason.

When you upload your sheet, the second step will ask you to select the Manager ID by dragging the key to the correct column. In this example, you would drag it to Column D, as seen below:

This will link up your managers to their employees once you complete the upload. You can do this at any time as well, so if you didn't add your managers during the first upload, just add them to the sheet and re-upload it.

What can managers do?

Managers can only see the users that they manage. They cannot add or delete users, change account settings, add or delete groups, or delete existing courses. 

They can, however, manage the courses assigned to their own users and assign new courses, view reports on their own users, send notifications to their own users, as well as create new courses. They can also delete their own courses.

Essentially, they are admins of their own learners only. If you need a manager to have more permissions, contact us about giving them an administrator role.