Management

Accessing the Team-Manager Dashboard

• Sign in with a Team Manager role.
• You land on the Reports section by default.

Reports for Individual Learners

Filter Options

• Set a date range.
• Search by pathway, learner name, or enrollment status.
• Click Apply Filters to update the list.
• Remove filters to view every learner you manage.

Download

• Click CSV to export the filtered (or full) learner list.

Group Reports

• Shows all teams you manage (e.g., five groups in this demo).
• Use the same filter bar to narrow results.
• Export a CSV for group-level data.

Notifications

(Covered in a separate demo, but key points included here)

• Send messages to specific learners, one or more teams, or an individual.

• Choose delivery channel:

  • Email
  • Events (in-platform)
  • Others as enabled

• Optional: schedule a send date.

• Type your message and preview it before sending.

Assignments

• You can assign any of the following to learners or entire teams:

  • Courses
  • Programs
  • Pathways
  • Skills
  • Credentials

How to assign:

• Select the item type (e.g., Course).
• Choose the specific course, program, etc.
• Search for a learner or select a team.
• Confirm to add the assignment.
• All active assignments appear in the list below.

Downloads

• Access the same report types tenant admins see, but scoped only to the learners and teams you manage.
• Use these files for deeper analysis or record-keeping.

Key Takeaways

• Reports give learner-level insights with flexible filtering and CSV export.
• Group Reports mirror that functionality for entire teams.
• Notifications let you reach learners directly from Analytics.
• Assignments enable quick enrollment in courses, programs, and more.
• Downloads provide segmented analytics identical to tenant-admin reports—only limited to your own teams.

With these tools, a Team Manager can monitor progress, communicate with learners, and assign learning paths—all without tenant-admin privileges.