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Set up Trainers/Managers/Teachers etc

Administrators can assign the responsibility for managing groups, departments, learners etc to individuals within the system.

Instructions

  1. Go to System Setup > Organisation > Users etc. Make sure any Managers to whom you will assign learners have the appropriate Manager permissions as shown in this example. Accounts can be edited if you need to change their role.

  2. Go to System Setup > Organisation > Coach/Trainers (or the equivalent such as Managers, Teachers, Tutors etc.) and select Modify Access.

  3. Select learning Categories, Departments, Groups and Learners for whom this person has responsibility for. When that person logs in as a Trainer/Manager/Teacher etc. they will only see data for the selections made.

Role permissions are usually added via the import process.

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