Line manager
This is a feature that allows you to act as supervisor for some users, sort of team leader, and to keep up to date with their academic progress. It is aimed at positions with a team management function rather than content creation (Product Manager, Product Owner...), who have a number of employees in their charge and want to keep track of the training they are taking.
Line Manager is not a user role, it is a monitoring tool for platform administrators that works separately from their role.
Before seeingh how to assign this Line Manager role and how to manage it, there are two important aspects:
- It is not assigned directly to the user who is going to be Line Manager, as in the case of roles. On the contrary, you assign a Line Manager to each user you want to follow.
- To be a Line Manager you must have administrator or group administrator role in Admin Portal, since you must have access to My team dashboard.
How to assign a Line Manager
As mentioned before, to make a user a Line Manager it is not necessary to edit his profile, but the profiles of the users who will be part of his team. The feature is not assigned directly to the "boss" user, but a Line Manager is assigned to each of the users.
To do this, enter the GlobalAdmin tool and in the Users section use the Search bar to find the profile of the member of the team, and then click on it.
In the user's Details page, click on the Edit button to access his Registration Information tab.
A pop-up window opens with the user information. In the first block on the right side look for the Line manager field, this is where you can select the team leader. Clicking on it displays a search box where you can enter keywords that helps you find the user.
A list of results is displayed, select the user you are looking for. You can see that it is assigned as Line Manager because its name now appears in the field, and if you click on it again, in addition to the search box, a flag appears next to him.
Before leaving the Registration Information tab, remember to click on the Save button at the bottom right to save the changes, otherwise the Line Manager will not be assigned.
If the user you want to assign as a Line Manager is not yet created, follow the same process but in the Users section instead of using the search bar, click on the + Create user button to access a new information tab.
Only one Line Manager can be assigned to each user. If there is already one assigned and you select a new one in the information tab, the previous one will no longer have access to the user's academic results.