In this section, you’ll find guidance on essential tasks managers can perform to assist their employees. It covers how to reset passwords, manage user details, download certificates, and run reports, ensuring that you can effectively support your team.
Assist with login issues
As a manager, you play a key role in helping employees with login issues. If an employee has forgotten their password, you can assist by:
Resetting an employee password
You can help reset an employee's password using different methods depending on your account setup.
Manage Employee Details
As a manager, you can also update employee details like display names and job positions:
View username: Check the employee's username to ensure it's correct in case of login issues.
Change display name: Update an employee’s first name and surname as needed.
Update job position: You can change an employee's position directly in the Admin Tool or the Create User Form.
Add or remove users
As a manager, you can add or remove employees using different methods depending on your account setup to ensure your team is accurately represented in the system.
Download employees certificates
Managers can download certificates for themselves or their team members.
Download all new certificates: Bulk download all certificates for completed courses since the last download.
View descendants stats and access your reports
This helps managers monitor key training metrics, such as course completion, time spent on learning, and recent activity. It ensures that those with management responsibilities can oversee their team’s learning progress, in addition to tracking individual progress, the reporting suite provides detailed insights into compliance and learning performance. With the right permissions, you can:
Run reports to track compliance and learner activity.
Filter, sort, and format data for better analysis.