Academy Admins now have the ability to define a new Contact type called a Team Lead, which gives specific Contacts the ability to manage a specific group of other Contacts in your Academy. This allows the Team Lead to enroll those Contacts into trainings and report on the engagement and activity.
Team Lead contacts will have a defined scope of other Contacts for their 'team'. This can be defined by the email domain, custom segments, or a combination of both.
How to Set Up a Team Lead
To give a Contact the Team Lead type:
Navigate to your Academy
Click Contacts from the top nav menu
Identify the Contact which you want to provide this ability to
Click the overflow menu (three dots) to the right of the Contact
Click 'Edit Attributes'
Click the 'Contact Type' tab at the top of the drawer
Click 'Team Lead
Once Team Lead is selected, you will now define the contacts that this Team Lead will manage through enrollments and reporting.
Segments
This will allow you to leverage custom Segments to include in this Contact's team
NOTE: ANY contact that belongs to the Segment(s) defined will be visible for the Team Lead to enroll into training and view progress and completion activity
Restrictions
Option here include:
Include all contacts with the same email domain
Ability for this Team Lead to invite new Contacts to the Academy
Once a Team Lead has been configured, you can identify the 'Contact Type' from the main Contacts screen.
Team Lead: How to Enroll Contacts into Training and Report on Engagement
Contacts who have been configured as Team Leads will have the ability from the Academy to enroll Contacts into trainings, as well as download a report of activity and engagement for the Contacts associated.
Enrolling Contacts into Trainings
To Enroll a Contact (or multiple Contacts) into a Training as a Team Lead:
Log into the Academy with your normal authentication method
Navigate to a specific Training
Instead of clicking the button to Launch the training, click the new button titled 'Enroll Team'
Using the checkboxes, select which Contact(s) you wish to enroll into this training
You will also be able to see any existing enrollments through this view as to avoid dual enrollments.
If the Team Lead has also been given the ability to enroll New Contacts, once a valid email address is entered into the Search bar, you can click the button to Invite the new Contact.
This will create an enrollment into this Training and a new Contact invitation.
The newly-invited Contact will be in 'Pending' status until they have registered/authenticated from the email generated by the enrollment.
Enrolling an Entire Segment into Training
Team Leads can also enroll whole Segments at once, rather than selecting contacts one by one.
To enroll a Segment:
Navigate to the training you want to assign.
Click Enroll Team.
In the modal, Segments appear first (listed alphabetically), followed by individual contacts.
Check the box next to one or more Segments to select them. You can select individual contacts at the same time.
Each Segment displays its total membership. If some members are already enrolled, you'll see this indicated (e.g. "150 Members / 40 Enrolled") — only unenrolled members will be added.
Fully enrolled Segments are greyed out and cannot be selected.
Click Enroll. A confirmation message will confirm how many Segments and contacts were enrolled.
Tips:
Use the search bar to find a specific Segment or contact by name.
Results are paginated — search or scroll if you don't immediately see what you need.
Selecting a Segment automatically checks all of its members in the contact list below.
Team Lead: How to Download a Report for your Contacts
As a Team Lead, you will have the ability to download a .csv report of enrollment, progress and completion status for all contacts on your 'team' within a given time period.
To download the activity report:
Log into the Academy with your normal authentication method
Click on your Avatar icon in the top right-hand corner of the header
Click "My Team - Reports"
Determine the date range in which you'd like your report to cover
Click Generate Report
The report should download, and will include the following values:
Contact Name
Contact Email
Contact Status
Content Name
Content Type
Status
Enrollment Method
Assigned At
Started At
Completed At
Completion Percentage
Score
Time Spent (min)
Last Active At
Certificate Expiration (if applicable)
FAQ
If a Team Lead is allowed to Invite New Contacts, can they invite someone with any email domain?
No - currently, Team Leads are only allowed to invite brand new Contacts with the same Email Domain as the Team Lead
Does a Team Lead have to be a Contact in the Academy?
Yes - currently Team Leads can only be designated to existing Contacts in the Academy