Overview
The 'Teams' tab is where you create Teams, add users to Teams and assign training to Teams.

Here are some tips to help you with defining and building your team structure:

• Start with an umbrella Team that encompasses the entire account along with all Teams within your team structure. This is important because it will make reporting on Teams easier and helps with restructuring Teams if your Team decides a new Team structure is necessary later on.
• While building a large Team structure, frequently check the Chart View to verify that it aligns with the original plan.
• Users can be in as many different teams as needed and the team hierarchy does not need to be one unit. There can be several independent hierarchies and learners can be included in all of them - the more teams there are, the more reporting options around these teams are available.
• When a user is added to a Team, they are not automatically added to any parent team or any sub team.  For a user to belong to multiple teams, they must be added to each individual team.

Create a Team

To create a team: Teams tab,>Click 'Add a new team'

Add Users to a Team

To add users to a team: Navigate to the team,>People subtab,>Assign people to this team

To assign people to this team who don't currently have a Litmos profile, select "Add a new person to this team" to create a user profile for them. They'll receive an email with their login credentials notifying them which team they've been assigned to.

Now search for and select the users you wish to add to the team,>Select whether to send an email notification,>Click Assign

Assign Courses to a Team

To add courses to a team: Navigate to the team,>Courses subtab,>Assign courses to this team

Now search for and select the courses that you wish to assign to the team,>Select whether to also assign the courses to the sub teams,>Select whether to send an email/text notification to users,>Click Assign

Assign Learning Paths to a Team

To add learning paths to a team: Navigate to the team,>Learning Paths subtab,>Assign learning paths to this team,>Search for and select the learning paths that you wish to assign to the team,>Select whether to send an email/text notification to users,>Click Assign

Course Team Library and Learning Path Team Library

A Course (or Learning Path) Team Library works similar to the Content Library in learner view, however the courses or learning paths that you assign to a team's library will be available for self-signup from within the Content Library tab for this team's users only

To add courses or learning paths to the course or learning path team library: Navigate to the team,>Course Team Library or Learning Path Team Library subtab,>Click 'Add Courses/Learning Paths to Library

A user with Account Owner or Administrator access role can also add the course to the Team Lead/Team Admin Library which makes the course available for the team leader/team admin to assign to learners on the team and will only be visible in the Team Lead/Team Admin Content Library in learner view. The learners of that team will not see the course in their Content Library. 

What is the Team code for?

The Team code is used when importing users into your account from a .csv or spreadsheet. See Bulk User Import for more information on the user import process. If you would like to also assign users to Teams up on import this code will need to be entered on the Import .csv file alongside the user’s name.

Team Admin/Team Leader FAQs: