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Manager

Learn how to grant a user management rights

Floor Takman avatar
Written by Floor Takman
Updated over 3 months ago

Within your online academy, it's possible to add managers who will have visibility into their users and can monitor their progress in My Team.

How do I make someone a manager?

A manager is a user with management rights. Before you can make someone a manager, they must first have a user account. On the user profile, you can find the user's status in the bottom right corner. Here, you can indicate whether the user is also a manager.

Management rights

Once you have given a user the 'Manager' status and saved it, the 'Management rights' tab will appear on the user account. Here, you can precisely set who this manager has management rights over, which can be done in different ways. You can set it based on the organisational structure or based on individual users.

  1. Organisational structure

    On the left side of the page, you can set up the management structure based on the organisational structure. For example, use the organisational structure to give a manager rights over an entire company or over several departments. All users who fall under this company or department will automatically be linked to the respective manager.

  2. Teams

    By granting a manager management rights over a team, the manager gains access to all users who are part of that specific team. Search for the name of the team you want to grant manager access to in the search bar, and then select the team from the list of results. Do you want the manager to have access only to this team, but not to an entire company or department? If so, deselect all companies and departments under organisational structure.

  3. Individual users

    On the right side of the page, you can set up the management structure based on individual users. Find the user via the search field and select the name to give the manager rights over this user. If you want the manager to have access only to these individual users, make sure that no companies or departments are checked under organisational structure, and that no teams are added under teams as well.

    It is also possible to make someone a manager over individual users via an import file.

Organisation structure

Through the organisation structure, you can also see which managers have access to each part of the structure. This can be viewed under the Managers tab of the respective section. Here, you'll find a list of managers. You can add managers using the '+' icon in the top right corner, and remove managers using the trash can icon.

What can a manager do?

When managers log in to their account, they see an extra option in their menu bar, namely My Team. This page displays the same data as My Team for administrators. However, not all users may be visible on this page for managers. Which users a manager sees depends on the management rights discussed above.

Managers can get insight into the progress and development of your users on the My Team page. How far is everyone with an e-learning? Are my users mainly learning on the app or on the web? Who still does not meet the necessary qualifications? Managers have real-time insight into all of this data.

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