# Learner Management

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## Purpose

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.

## Where to Start

1. Open **Tenant Settings**.
2. Go to **Management**.


This area is also used for inviting users to the platform, courses, or programs.

## Roles (Preconfigured)

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

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


## Groups (Recommended Assignment Method)

To simplify setup, a group is already configured and assigned to the correct learner-management policies.

## How to Grant Access

1. Open **Groups** in **Management**.
2. Select the **learner management / account executive** group.
3. Add users who should oversee enrollments, teams, and analytics.
4. Click **Save**.


Because the group is already tied to the right policies, adding a user here is all you need to do.

## What Learner Managers Can Do (User View)

### Management Access

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.


### Analytics Access

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.

## Ideal Use Case

- Corporate or institutional staff who need oversight, not content control.
- Account executives managing cohorts or client learners.
- Program managers tracking progress and engagement.


## Result

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.