In order to extend access to the management team, a new user type was created and tested. All management has access to the user-type Branch-Manager.  

 

How does this access work? 

Management now has access to make changes to profiles, add employees to groups, and course assignment updates to an employee account.  


How do I deactivate a terminated employee’s account? 

First, locate the employee's account by clicking Users. 

 

 

Scroll to the bottom of the page and type in the employees name (no spaces) 

 

Click into the employee's account and locate the Active Box. Then scroll down and click Update user. 

  

 
How do I add an employee to the group? 

While in the employee’s account, click the Groups option and use the screenshots below to view a step-by-step walkthrough. 


 

Once the group is located, click the Add button to add the employee to the group. After the employee is added to the group, then click the second Add button to synchronize the user to the courses. 

 

Once the user is assigned to the group courses it will show how many courses they have versus how many courses the group have. These two numbers should match as shown below: