Admins: set manager permissions to manage groups

Admins: set manager permissions to manage groups


Intended Audience: Administrators

Summary

The Manager user type has flexible permissions, so you can tailor a manager's involvement in training their group.

Manager permissions apply to users within the manager's groups. The permissions do not apply outside the group. You need to assign a manager to a group, for the manager's permissions to work.

Manager user type: overview

Tip: The term manager in Safety Made Simple applies to a user who manages a group within the portal. These users have specific permissions associated with the group they manage. The manager user type is not inherently linked to management roles within your organization.

Safety Made Simple’s manager user type provides access to features to support a group of learners. 

By default, managers can access several features available from learners' user profile, aka their Info page. From the user profile, managers can:

·        change a learner's name or email address

·        disable or enable a learner's login access

·        set or reset a learner's password

·        set or reset the learner account's expiry date

·        add or update any editable custom user data fields

Managers also have default access to set up and run reports for their group, to track learners' progress in courses. 

Optional manager permissions, in detail

In a manager’s user profile Settings, you can add more permissions so the manager can perform more tasks for their groups. These permissions include:

·         can delete users: delete the user's account – we never recommend enabling this permission because deleting users cannot be reversed and all history for a deleted user is erased from your portal. Off by default.

·         can unenroll users from courses: remove a user from a course or learning path. Off by default.

·         can move users between groups: move a user from one group to another - the manager must be assigned to both groups. Off by default.

·         can enroll learners on courses and learning paths: On by default 

·         can manually mark learners as complete on courses: access this feature through Users or through Courses menus. Off by default.

To enroll learners on courses, the Course settings must also allow managers to enroll learners. 

To enroll learners on learning paths, the Learning Path settings must allow managers to assign learners to learning paths. 

Note: the learning path permissions overrides the course-level permissions for enrolling users.

The Group Permissions control which groups the manager can apply their permissions:

·         to create new users 

·         to approve enrollments for users

The Additional Permissions let you combine a manager's permissions with instructor permissions. These permissions let a manager:

·         create courses

·         edit content and settings for the courses they own or instruct

·         see and review all assignments in courses they create or instruct

·         manage attendees in any ILT session in a course they instruct

·         create and change training in the ILT Center

·         create and change sessions in the ILT Center, for training they own or instruct

Note: a manager with instructor permissions does not gain new reporting permissions. They can run reports on those groups they manage, based on their manager permissions.

The following screenshot shows the Manager permission options in their default settings.


Change an existing user’s type to Manager

When you create or invite new users manually, Safety Made Simple sets their user type as Learner, by default. If you use batch upload to create users, you include their user type in the CSV file.

You can change a user's type manually, as needed.

  1. From main navigation go to Users > user name.
  2. From the user's Basic Info page, select Settings.
  3. In the Type of user field, select Manager. The interface changes to display new permissions available to managers – see below for Manager permissions, in detail.
  4. Save to confirm the change of user type.
Note: newly-assigned managers can encounter temporary delays the first time they run a course status report. If delays persist, contact the Support team.

Set permissions

  • From main navigation go to Users > user name.
  • From the user's Basic Info page, select Settings.
  • Toggle the following permissions to enable or disable them, as required:
    • Can delete users?
    • Can unenroll learners from courses and learning paths?
    • Can move users between groups?
    • Can enroll learners on courses and learning paths?
    • Can manually mark learners as complete?
  • In Group Permissions, search for and select the manager's groups, to let the manager 
    • create new users within the group
    • approve enrollments for users
  • In Additional Permissions, toggle Add instructor's permissions to manager as required.
  • Save to finish.

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