User Teams allow Admins to delegate user management responsibilities to non-Admin users. These Team Leads access team member information and administrative functions from the Team Lead Dashboard.
This article outlines the following concepts:
Create a User Team
Go to People > click User Teams > click New
Team Details
In the Details tab, give this Team a Title, mark it as Published or leave it unpublished until later, and give it a Description.
Assign Users to the Team
In the Team Members and Leaders tab, add team leaders and members to this team. You can select individuals or groups for both of these areas.
Assign Team Lead Permissions
Administrators may delegate certain Admin responsibilities to Team Leads. Team Leads have some Admin permissions that allow them to add or delete Users, assign Courses, register to an Event, etc.
This article outlines the following concepts:
Team Lead Permissions tab
In User Teams > click the Team Lead Permissions tab
User Management
Team Lead Permissions allow Team Leads the following actions from the Team Lead Dashboard:
- Add New Users - Allow Adding Users
- Allow Removing Users from Team - this only removes the user, it doesn’t delete the user
- Allow Deleting Users from the Entire System - requires the Site Administrator User Group
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Assign User Groups
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Assignable User Groups - an approved list of User Groups to add/remove from users
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User Group Instructions - provide the instructions shown when Team Leads attempt to add a User to a new Group
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Content Permissions
Team Leads can also assign Events, Courses, and Learning paths to their team members. These toggles include:
- Assign events - enable team leads to assign events to team members (when assigned, the user is automatically registered for the selected event)
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Assign courses - enable team leads to create a new Course Assignment for a set of approved courses
- Assigned courses are free - the regular purchase price is waived if set to free
For the Assignable courses field, click Select Courses.
Check different courses to make them available for assignment by the Team Lead and click Select to save the selections.
- Assign Learning Paths - enable team leads with visibility permissions the ability to assign these to team members.
Click Save to apply the Team Lead permissions.
Duplicate a User Team
To duplicate an existing team, click the box to the left side to mark it with a check mark next to the team and click Duplicate. Duplicates are marked as a (copy).