Team Admin and Team Leader access role permissions can be changed to fit your organization's needs. By default, these roles are identical.
How to use Team Admin/ Team Leader
To set the permissions for Team Admin and Team Leaders:
- Log into Litmos as an Account Owner
- Navigate to the Account tab
- Select the Roles & Permissions tab
- Check the box to enable that feature for the access role or uncheck to box to disable it
See below for details on the permissions available:
Give users Team Admin/ Team Leader Permissions
Team Leaders/ Admins will need to be promoted to a Team Leader or Team Admin in a team before they will have permission to access Team Leader/ Admin privileges. To promote a Team Leader/ Admin:
- Navigate to the Teams tab
- Select the team the user will need to be promoted to Team Leader or Team Admin of
- Select the People sub tab
- If the user is not already assigned to the team, assign them to the team by selecting the "Assign people to this team"
- Select the grey "Promote" next to the user's name
- Select either Team Leader or Team Admin
Note: Because Team Leader and Team Admin is set on the Team Level, a user can be set as a Team Leader for some Teams and a Team Leader for others at the same time. They will have the appropriate permissions for each of the Teams. For this reason and for simplicity, they will be listed as a Team Leader regardless of their role in reporting and in their user profile.
Using Team Leader or Team Admin
The Admin View of a Team Leader/ Team Admin includes a dropdown box at the top of the right column. Each team the Team Leader/ Team Admin leads will be listed in the dropdown box. The Team Leader/ Team Admin can toggle between teams by selecting the team they would like to work in from this dropdown and the navigation and information in the Admin View will be specific to the selected team.
What Reports Can a Team Leader Admin See?
Please reference the following article for details on reports and the data that teams leads have access to.
Team Course Library
If Team Leads/ Admins have access to edit their Team(s), the team leaders will be able to add a course into the course library if 1) they are assigned to the course 2) they created the course or 3) the course is in the team leader library.
People Imports by Team Leader/Team Admins:
Q. I am a Team Leader and I'm trying to import users in bulk into Litmos but I keep receiving an error. What am I doing wrong?
A. Team Leaders have the ability to import users in bulk, however, they can only import people who belong to their team. Therefore, when a Team Leader does a bulk import they MUST include a team code that they are a team leader for in the csv file.
The team code can be found in the Settings tab of the team profile.