Setup

Create a Learner Group

• Open Groups and click Add Group.
• Enter a name (e.g., IBL V1).
• Search for users and select the members.
• You can bulk-import via CSV if you have many users.
• Click Add to save the group.
• The group now appears in the list; expand its dropdown to confirm the members.

Create a Team-Manager Group

• Still in Groups, click Add Team Manager.
• Give the manager group a name (e.g., Team Manager Mar 17).
• Select one or more users who will act as managers.
• Click Add.
• This group defines everyone authorized to manage the team’s learners.

Assign the Manager Group to a Team

• Open Team Management.
• Click Assign User Group to Team Manager.
• Choose the learner Team you just created (e.g., IBL V1).
• Select the Team-Manager Group (e.g., Team Manager Mar 17).
• Click Add.
• The chosen managers now oversee that team.
• Multiple manager groups can be linked to a single team if needed.

Edit or Update Later

• Groups: add or remove learners anytime.
• Team-Manager Groups: add or remove managers as roles change.
• Team Management: reassign or revoke manager groups from teams.
• All changes take effect immediately across Analytics and reporting.

Quick Recap

• Groups gather learners for easier management.
• Team-Manager Groups bundle the people who supervise those learners.
• Team Management ties the two together, allowing managers to view reports, send notifications, and assign learning tasks for their designated team.

With these steps, you’ve set up a learner team, assigned its managers, and preserved the flexibility to adjust membership at any time.