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How do I Create a Team and Assign Learners?

Creating a new child Team and adding a new Learner or User to this Team is an easy and straightforward process.

  • Ensure the proper Active Team is selected; should there be more than one Active Team.
  • Navigate to the LMS Admin tab > Teams tab.
  • Click on the Parent Team and select Add Child Team from it's context menu.

  • Enter a Team Name and optional Description.
  • Click Update to create new Team.


Add a New Learner to the Team

  • Click on the adjacent arrow of a Team you wish to add a Learner to, in order to expand it's contents. 
  • Click on Learners to open it's context menu.
  • Select Learner Management from menu.


The Learner Management panel will open.

  • Click Add New User.

  • Complete details form. All fields with red asterisks are required.
  • Available Roles: From here you can assign this Learner to a Learning Role, which is an effective manner to assign learning content to this Learner.
  • After entering desired details, click Add New User.

The Learner Management panel will refresh, showing the recently added Learner.

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