What is a Manager?
A manager is, essentially, a manager or mentor. They only have the ability to grade and review the progress of users. They do not have the ability to create content or assign content to users. A manager is really helpful for fostering mentorship or coaching relationships.
Below is the Learner Home page, if the user has Manager access, they will have a My Team tab for their Manager dashboard:
How to Add a Manager
There are many ways to add a manager.
Under [Settings] > "Users," if you select the menu beside each user, the option [Edit User Information] appears. Once you click on the option, navigate to the Managers tab and search for the Manager name.
Another method to add a manager is when you're inviting a new user, there is a section titled "Managers (Optional)" where you can enter the name(s) of the desired manager or mentor.
A manager can also be assigned to a Group. This will designate the selected user to be assigned as the manager for anyone added to that particular group.
To do this, please go to Settings > Groups and click on the menu beside the group to select "Edit Managers."
How to Tell if a User is a Manager
Once added, managers will have a new view called "Admin Console" on their main Learner view dashboard. In the Admin console, they will see the users that they are managing as well as the guides that are assigned to them.
From there, managers have the permission to:
review and provide feedback for submissions and progress of all the users that they mentor/manage
export results of user performance for each of the guides they are assigned to
remind users to complete training
A manager does not have access to manage content, set-up portals, modify the enterprise (i.e. assigning other admins, adjusting corporate branding), reset passwords, or delete users).
Here is an example of the Manager Console view:
Bulk Reassignments of Managers
Sometimes companies go through restructuring or want to change the organization of their account. We are here to help! If you need to bulk reassign managers or groups, our support team can assist you! Please refer to the form below to fill out exactly as directed: user import template.csv
First Column is the user's full name
Second Column is the user's email address
Third Column is the managers' emails. You can have multiple managers for a user, however it is very important that you separate the emails by a semicolon ' ; ' and keep them in the same column.
Fourth Column is the group a user belongs to. A user can belong to multiple groups (like sales and Greg's team), however it is very important that you separate the group names by a semicolon ' ; ' and keep them in the same column
There can be no more extra columns and the sheet must be submitted to our team at support@workramp.com as a CSV file.
Coaching and Feedback from Managers
Once a manager is added to a learner, the manager will periodically receive notifications as questions are answered. This gives the managers the ability to add coaching notes or feedback on submitted responses. These notifications can be found in the notification icon on the learner or manager home page:
These notifications will typically be batched every ~10 mins and can optionally be set to be sent via Slack.
Users can also control these settings in their profile view found here.
Removing Managers
To remove a manager from a specific user, go to [Settings] > "Users" and search for the user. Click on the menu to the right of the user row and select "Managers."
Click on the [x] to the right of the manager you would like to remove, and then click [Save]. The assigned manager is now be removed from the user's account.