Setting up access rights for managers

Setting up access rights for managers

Title:
Manager access in Click Learning

Summary:
This article explains how to control what a Manager can see and do in Click Learning by using Groups and Roles.


Steps:

  1. Use Groups to decide which learners a Manager can see. A Manager can only see learners in their own Group or in any Subgroups.

  2. Use Roles to set what actions a Manager can do in Click Learning.

  3. Choose one of the following Roles:
    • Manager – Full access to all Click Learning functions. They cannot edit their own Profile. They can only see Profiles in their Group or Subgroups.
    • Reporting Manager – Can view learners’ courses, add evidence and sign off learning outcomes. They cannot use other admin functions and cannot sign off full course sections.
    • Reviewer Sign-Off – Same as Reporting Manager, but they can also sign off full courses.

  4. Set the Group and Role when you add the Manager to the system.

  5. You can change these settings at any time in the Learners page.


Tips or Common Issues:

• Use Groups to match your staff structure. For example, Day Staff, Night Staff, or Domestic Staff.
• Choose a Role that matches the level of responsibility you want the Manager to have.
• A Manager in the top Group can see all Subgroups.


If this article does not resolve your query, please get in touch with us at Support@click-learning.co.uk

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