Let managers and team leads see only their departments

Only the account owner can change report access. Go to Training Status → Manager & team lead access.

Note

Access is given by department. If you don't have departments yet, create them under Departments and put employees in them first.

Limit a manager to certain departments#

Managers are the other administrators on your account. By default they see every department.

1. Under Managers, click Edit next to the person.
2. Choose Only these departments, tick the departments, and click Save.

This changes only what they see in the Training Status report and in scheduled report emails. They can still manage employees and assign training as before.

Give a supervisor a Team Report#

A team lead is an employee, such as a charge nurse or office manager, who can see training status for their departments but can't change anything.

1. Under Team leads, start typing their name or email in Add a team lead and pick them.
2. Tick their departments and click Give team report access.
3. Tell them that the next time they sign in, Team Report appears in their top menu, next to My Trainings and Certificates.

Team leads can:

• see the Overdue, In progress, Not started and Completed lists for their departments, with charts
• export them to PDF, Excel and CSV
• send reminder emails to their team

To change their departments, click Edit. To take access away, click Remove team lead access. Removing access also stops any scheduled report emails to them.

Good to know#

• You, the account owner, always see the whole organization.
• People with no department are visible only to administrators who see all departments.
• A deactivated or removed team lead loses access right away.