Managers are portal users who you assign to a group.
User types are available to all customers.
See User types and permissions: overview for a summary of all user types.
This article describes the permissions for the manager user type.
Managers: user type overview
Note: The term manager in LearnUpon 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.
LearnUpon's manager user type provides access to features to support a group of learners.
Groups represent a set of related users within your organization, such as a team or a department. Groups in LearnUpon let you manage the training for large numbers of learners effectively.
Manager permissions apply to learners within the manager's groups only. The permissions do not apply outside the group. Managers can't browse other groups, or view individual learners' data.
An admin must assign a manager to at least 1 group, for the manager's permissions to work.
An admin must set or edit an account's user type to manager either manually, or through the API. You can't create or edit user types through batch user import with a CSV file.
Default manager permissions
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
Manage learner profiles
Create or invite learners as part of a group
View learners within a group
Run reports on group members' progress in their courses
Optional manager permissions
Note: You can add instructor permissions to a manager role. The user type remains Manager, with additional permissions.
Move learners between groups
The manager must be assigned to both groups to access this option.
Enroll and unenroll their group members in courses and learning paths
Manager user type permissions let them enroll, unenroll, approve or reject courses for learners in their groups, even if these courses are not part of a group enrollment.
For example: a learner requests enrollment to an optional course from the internal catalog, which requires approval. Their group manager can handle this approval request.
Approve or reject enrollment requests for the learners in their groups
Manually mark a learner's enrollment as complete
This option is available if you turn on the manager’s permission to set complete.
Reset exam attempts for learners
Delete learners from the manager's group
Managers in sub-portals: enrolling learners on licensed courses
Sub-portal managers can:
- freely enroll individual users and groups on non-licensed courses, aka courses created within the sub-portal, and manage those enrollments according to their permissions
- enroll learners on licensed courses, if the settings for the course license allow. When you create a license, the Manager can enroll learners? option applies to a license for a course
The license permissions doesn’t change other permissions for the sub-portal manager, or any portal-wide permissions.
Note: newly-assigned managers can encounter temporary delays, the first time they run a course status report. If the delays persist contact the Support team.