User Management

The My Team Page

May 13, 2024 fidmkbwpl

Use this reference page to understand the My Team page, monitor learner progress, manage direct reports, assign training, and access reporting tools. Key Point The My Team page gives managers

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The My Team Page

Use this reference page to understand the My Team page, monitor learner progress, manage direct reports, assign training, and access reporting tools.

Key Point

The My Team page gives managers access to team member information, training progress, reporting tools, and team management functions.

Understanding The My Team Page

The My Team page provides managers with a centralized location for viewing direct reports, monitoring training progress, assigning courses, and accessing reports.

  1. Open the left navigation menu.
  2. Click My Team.
My Team Navigation
Access the My Team page from the left navigation menu.

The first page displayed is the Team Members page, where managers can view learners, enrollments, and available actions.

Team Members Page
The Team Members page displays all learners currently assigned to your team.

Understanding The Available Tabs

The My Team page is organized into several tabs that provide different management and reporting functions.

Tab Purpose
Team Members View team members, enrollments, and management actions.
Courses Review course progress across your team.
Learning Plans Review learning plan progress across your team.
Reports Download and export available reports.

Courses

Courses Tab
View course progress across your team.

Learning Plans

Learning Plans Tab
Review learning plan progress for your team.

Reports

Reports Tab
Download and export available reports.

Managing Team Members

Use the action menu next to a learner’s name to access management functions.

Team Member Actions
Open the action menu to manage individual team members.
Action Description
Enroll In Courses Assign courses to team members.
View Progress Review learner training progress.
Remove From Team Remove the learner from your team.

Important: The Send Email option appears in the menu but is not available in the UE Learning Portal.

Adding Team Members

  1. Click Add Team Member.
Add Team Member
Start the team member request process.
  1. Enter the learner’s email address.
  2. Select the learner from the dropdown list.
Search Learner
Search for an existing learner account.
  1. Click Add Team Member to send the request.
Add Team Member Confirmation
Send the team membership request.

Important

Learners must already have an account before they can be added to a team.

Note: Learners must accept the invitation before they appear on your team. Training Administrators can bypass this process and manually assign manager-to-learner relationships.

Getting Help From UE

If you are unsure how team management permissions work or what actions are available to you, contact the UE Learning Enablement Team at launch@ue.org.

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