User types and permissions: managers

Summary

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.

See:

Managers: set permissions to manage groups

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

See:

Users: the basic profile

Users: set and reset passwords

Disable a user account, or delete an account

Create or invite learners as part of a group

See:

Add users to your portal

View learners within a group

See:

Manage groups

Set or change a course due date or valid period for a learner's course

See:

Manage course due dates and valid periods

Run reports on group members' progress in their courses

See:

Run your first report in LearnUpon

Setting report filters

Optional manager permissions

Note: You can add instructor permissions to a manager role. The user type remains Manager, with additional permissions.

See:

Managers: set permissions to manage groups

Move learners between groups

The manager must be assigned to both groups to access this option.

See:

Managers: set permissions to manage groups

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.

See:

Enroll groups on a course

Enrollments: remove individual learners, and update their status on courses

Enroll individual learners on a course

Manage groups

Approve or reject enrollment requests for the learners in their groups

See:

Enrollments: manage enrollment requests from learners

Manually mark a learner's enrollment as complete

This option is available if you turn on the manager’s permission to set complete.

See:

Enrollments: set a learner's course as complete

Reset exam attempts for learners

See:

Exams: reset a learner's exam attempts

Delete learners from the manager's group

See:

Disable a user account, or delete an account

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.

See:

Managers: set permissions to manage groups

Sub-portals: license a course

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.

See:

User types and permissions: overview