Teams in Auzmor Learn

Teams in Auzmor Learn

Roles: Primary Admin, Admin, Manager

Description: In this article, you will learn how to create a team, add members and managers, and find everything about a team on its profile page.

Benefits:

  • Assign once: Give a training to a whole team in one step. People who join later get it too.
  • Group tracking: Follow progress for a department, location, or cohort in one place.
  • Shared ownership: Add team managers who follow up with their own people.

Step by step: create a team

  1. Click Company in the top navigation menu, then select Teams.
  2. Click the red + button at the bottom right of the page.
  3. Hover over Create A Team and click Add Team.
  4. In Name Your team, enter a name. You can use up to 255 characters.
  5. In Description, add a short description if you like. You can use up to 500 characters.
  6. Click Add People, then select the people to put in the team and confirm.

Create A Team option with the Add Team button

Create A Team window with Name Your team, Description, and Add People

Note: Add People stays unavailable until you enter a team name. Only the Primary Admin and Admins can create teams.

Step by step: add members to a team

  1. Click Company in the top navigation menu, then select Teams.
  2. Hover over the team's card and click View Team.
  3. On the People tab, click the red + button at the bottom right. The Add to the Team window opens.
  4. Search for people in Search People..., or use the filter icon.
  5. Select the people you want. Turn on Show Selected to review your choices.
  6. Click Add Members.

Add to the Team window on the People tab with Show Selected and Add Members

You can also hover over the team's card in the Teams list, click the three-dot menu, and select Add Member. To add many people from the People list at once, see Bulk Operation to create and edit Teams.

Note: People you add receive the trainings already assigned to the team. See Managing Trainings for a Team.

Step by step: add team managers

  1. Open the team's profile as described above.
  2. Click the Managers tab.
  3. Click the red + button at the bottom right.
  4. In the Add to the Team window, search for the people you want and select them.
  5. Click Add Managers.

Add to the Team window on the Managers tab with Add Managers

You can also click the gear icon in the left panel of the team profile and select Add Manager.

Note: Only the Primary Admin and Admins can add team managers. A team can have several managers, and a manager can manage several teams.

What you see on a team profile

The left panel shows the team name, its description, and Created On. It also shows Active Members, Active Managers, Trainings, Created By, and Last updated by. Click the pencil icon next to the team name to rename the team.

Team profile with the left panel and the People, Managers, Insights, Files, Trainings, and Tasks tabs

Tab What it shows
People The team's members, with search and filter.
Managers The team's managers.
Insights Training and assessment progress for the team, with an Export option for the full report.
Files Files shared with the team.
Trainings The courses, paths, and events assigned to the team.
Tasks Tasks that involve the team's members.

Step by step: delete a team

  1. Click Company in the top navigation menu, then select Teams.
  2. Hover over the team's card and click the three-dot menu.
  3. Select Delete Team.
  4. Read what will happen, select I understand that this action is permanent and want to continue., and click Continue.
  5. Type Delete in the box and click Delete.

Three-dot menu on a team card with Add Member and Delete Team

You can also open the team's profile, click the gear icon, and select Delete Team. To delete several teams at once, select their cards and click the trash icon at the bottom of the page. Each way asks for the same two confirmations.

Note: Deleting a team is permanent. Members lose trainings they had only through the team, along with unfinished progress. They keep their accounts, their completed trainings, and anything they also have through another team, a path, or a direct assignment. The team's managers stop managing its members. Before you delete a team, review its Trainings tab.

Notifications

  • Team managers can be notified when a team is assigned to them and when they are removed from a team. They turn these on under Account Settings > Notifications.
  • Team members are notified when a course or path is assigned to them, including through a team. They control this in their own notification settings.

Common questions

Can a person be on more than one team?

Yes. If two of their teams have the same training, they receive it once.

Who can see a team?

Admins can see every team. Managers see the teams they manage.

What is the difference between a team manager and a reporting manager?

A team manager follows up with everyone on a team. A reporting manager follows one person, no matter which teams that person is on. See Reporting Managers.

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