Set up learner managers (e.g., account executives or program overseers) who can manage enrollments, teams, users, and analytics across a tenant—without giving access to course content or invitation workflows.
- Open Tenant Settings.
- Go to Management.
This area is also used for inviting users to the platform, courses, or programs.
You don’t need to create these from scratch—several roles are already available, including:
- Analytics Viewer / Reader
- List Teams
- List Users
- Create Teams
- Read Teams
- Download Analytics Reports
These roles collectively allow a user to:
- See users and teams across the tenant.
- Create and manage teams.
- View analytics dashboards.
- Download reports.
Policies bind roles to resources (e.g., platform data, users, teams, analytics).
- Dedicated policies already exist for learner management / account executive use cases.
- These policies grant:
- Visibility into users and teams
- Access to analytics and reports
- Team creation and management
To simplify setup, a group is already configured and assigned to the correct learner-management policies.
- Open Groups in Management.
- Select the learner management / account executive group.
- Add users who should oversee enrollments, teams, and analytics.
- Click Save.
Because the group is already tied to the right policies, adding a user here is all you need to do.
Once added to the group, the user will see the Management tab and can:
- Create teams (e.g., “Company A Team”).
- Add members to teams.
- Edit or delete teams they created.
- View other teams across the tenant (read-only where applicable).
- Understand which users belong to which teams.
Learner managers can:
- View analytics dashboards (when data is available).
- Download reports showing:
- Course enrollment
- Learner progress
- Participation and completion metrics
These users can oversee learners and outcomes without modifying courses or sending invites.
- Corporate or institutional staff who need oversight, not content control.
- Account executives managing cohorts or client learners.
- Program managers tracking progress and engagement.
By assigning users to the learner-management group, you enable controlled, tenant-wide visibility into learners, teams, and analytics—supporting oversight without risking course or content changes.