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:
Do Team Leaders/Admins receive automated notifications?
No, a Team Admin/Leader does not receive any automated course notifications.
Can a Team Leader/Admin assign a Course or Learning Path to an individual user in his team?
Yes, a Team Admin/Leader can assign Courses or Learning Paths to individuals that belong to Teams that they lead, and where the permission to "Manage People" has been enabled under Roles and Permissions (unless they are the creator of the Course or Learning Path).
Additionally, the Team Admin/Leader must have access to the Course or Learning Path in order to assign it to users within their team. The Team Admin/Leader will have access to the course if:
- They or another Team Admin/Leader (of the same team) have created a course for that team
- They are assigned to the Course or Learning Path
- The course is made available to them in either the Content Library, Team Course/Learning Path Library or the Team Leader/Team Admin Library.
Can a Team Admin/Leader edit Courses and their Settings?
In most cases, Team Leaders/Admins cannot edit Courses or their settings for Courses created by Administrators or Account Owners. However, if the Team Admin/Leader has access to the Courses tab, has the permission to manager courses enabled and has created the course, they can set edit the Course and its settings. A Team Admin/Leader can also edit Courses and their settings that have been created by other Team Admins/Leaders in the same Team.
Can a Team Admin/Leader import new Learners to any Team in our Litmos site?
No, a Team Admin/Leaders can only import new users to Teams that they lead, and sub teams of those teams. The bulk imports of users requires that the Team Admin/Leader has the permission to Manage People enabled. See the Team Admin/Team Leader Access Roles and Permissions support article for more information.
Can a Team Admin/Leader add new users to their Teams?
Yes, they can manually add users one-by-one or import new users by bulk to their Teams. Adding users to a Team requires that the Team Admin/Leader has the permission to Manage People enabled. See the Team Admin/Team Leader Access Roles and Permissions support article for more information.
When a Team Admin/Leader Logs into Litmos, there is not data shown. How can I fix this?
A Team Admin/Leader will only be able to see the Team's data that they have been given permission to see. Therefore, if a user has the Team Admin/Leader Access Level updated in their user profile but have not been promoted to be a Team Admin/Leader of a specific Team their Litmos Admin view will be blank. To solve this issue, promote the user as a Team Admin or Team Leader of at least one Team in Litmos.
What items would a team leader see in the marking required widget?
Items will appear in Team Leader/Team Admin's Dashboard list of items to be marked when the assignment is assigned to the team directly. The item will not be accessible for Marking via the team leader dashboard if the item is assigned to the user directly outside of the team. In this case, marking can be accessed via Quick Reports after drilling down to the module.