User Roles

Creating Team Managers

May 21, 2024 uekb

This guide provides step-by-step instructions on how to elevate an existing user to a team manager. It is useful for individuals who need to assign managerial roles to specific users within their orga

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Creating Team Managers

This guide provides step-by-step instructions on how to elevate an existing user to a team manager. It is useful for individuals who need to assign managerial roles to specific users within their organization’s learning management system.

Tip: This guide will cover how to elevate an existing user to a team manager. To create a new user as a manager, please refer to the “Manually Creating a New User” or “Bulk Uploads and Status Changes of User” guides.

User Roles

1. There are 4 types of users in the system:

  1. Learners (all users have these abilities): Are just in the system to take courses.
  2. Managers: Are also in the system to track training for a small group of users.
  3. Limited Training Administrator: Are pulling reports from the system.
  4. Training Administrators: Are overseeing all facets of the training implementations.

For a full breakdown of what each role can and cannot do, please see the graphic below.

A graphic outlining what each role can and cannot do. Please reach out to launch@ue.org for a full readout of these abilities.

Tip: Users can have multiple roles. For example: a Limited TA could also be a Manager.

Adding Manager Permissions to a User

2. Login to your account at learn.ue.org

3. Click, “Manage My Learners.”

4. Click the ellipses to the right of the user you’d like to add Manager permissions to.

5. Then, click “Edit.”

6. Click “Team Members”

7. Then, enable, “This user manages a team”

8. Add the members of their team, then click “UPDATE”

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