Understanding Team Manager Permissions

Team Managers receive additional permissions beyond their core role, enabling them to support, track, and develop their team members. These permissions apply to their direct team and all sub-teams beneath them.

When assigned as a Team Manager, users gain these capabilities for their team members:

• Assign content – Share learning items, learnlists, and channels with team members

• Track progress – View completion status and learning activity for the team

• Recommend learning – Suggest relevant content to individuals or the whole team

• Create tasks – Add tasks for team members with due dates and priorities

• Monitor completion – Track task progress across the team

• Mark complete – Close tasks on behalf of team members (if enabled)

• View results – See quiz scores, exercise submissions, and rubric evaluations

• Issue surveys – Send surveys to team members for feedback

• Review responses – Access survey results for the team

• Create 1-to-1s – Schedule and manage 1-to-1 conversations with direct reports

• Edit owned 1-to-1s – Modify 1-to-1s they've created

• View 1-to-1s – See 1-to-1 history for team members

• Set objectives – Create and assign objectives for individuals or the team

• Team reports – Access activity, progress, and engagement reports for managed users

• Saved reports – View and create saved reports scoped to their team

• Export data – Download team data for offline analysis

Team Manager permissions apply to:

• Parent team – The team they directly manage

• Sub-teams – All teams nested beneath their parent team

• Individual members – Every user within these teams

Example: If Sarah manages the "Marketing" team, which contains "Content Team" and "Design Team" sub-teams, she has manager permissions for all users across all three teams.

Admins can configure which permissions Team Managers receive:

1. Navigate to Settings → People → Managers

2. Toggle the permissions you want to enable:

   • Allow Surveys

   • Allow Survey Reports

   • Allow Direct Reports Tasks

   • Allow All Levels Managed Tasks

   • Allow Activity Reports

   • Allow Mark Complete

   • Allow Manager Dashboards

1. Navigate to People → Teams

2. Select the team

3. Click Edit → Team Manager

4. Search for and select the user

5. Save changes

Q: Does becoming a Team Manager change my core role?
No. Team Manager is an additional permission layer on top of your existing role. A Learner who becomes a Team Manager still has Learner-level access to platform features, plus manager capabilities for their team.

Q: Can someone manage multiple teams?
Yes. A user can be assigned as Team Manager for multiple teams and will have permissions across all of them.

Q: What's the difference between Primary and Secondary Team Manager?
Primary Managers are the main manager for a team. Secondary Managers have the same permissions but are additional support—useful for large teams or shared management responsibilities.

Q: Do Team Managers see secret teams?
Team Managers can only see and manage teams they're assigned to. They cannot see teams marked as "secret" unless they're a manager of that team.