Define roles and link Team Competencies to Courses – Showpad Help Center

Equip your high-performing sales teams with essential skills by matching roles to key competencies. Connect these roles to user groups and relevant Courses, ensuring everyone gains the right skills precisely when they need them.

In this article, you’ll learn how to create roles tied to Team Competencies, assign them to user groups, and connect those competencies to Courses. Laying the groundwork for targeted skill development and measurable learning progress.

See how it looks

Key features

Create custom organizational roles
Assign competencies to roles to guide skill development
Link roles to user groups for structured growth across teams
Attach competencies to Courses to align learning with skill needs

You need this to succeed

Plan: eOS Expert, eOS Advanced

Add-On: Learn+

Legacy plan: Showpad Coach Essential or higher

Legacy plan: Sales Competencies Add-On

Permissions: Administrator

Prerequisites: Team Competencies in your Competencies library

The quick way

Create and define a role
Assign competencies to a role
Assign a role to user groups
Link competencies to a Course in the Course detail panel or when creating a Course

Do this step by step

Create and define a role

Roles in your organization are defined positions with specific responsibilities. Customize role names and link them to user groups and competencies to facilitate clear professional growth and development. To create a role, assign at least one competency and one user group.

In the Admin App, click the gear icon to open Settings.
From the left menu, click Team Competency to expand the section and select Roles.
Click Add role and give it a unique name.
Designate the competencies associated with this role.
Assign user groups to this role.
Click Save.
To permanently delete a role, click the red minus icon to the right of the role. Then, confirm by clicking Remove.
Save your changes by clicking Save. Otherwise, you can return to the previous state by clicking Reset.

Link competencies to a Course

By aligning competencies with Courses, your team can focus on learning the skills they need most. After assessing their proficiencies, they’ll be presented with the Courses you’ve matched to the competencies. Additionally, their manager can track their progress on the Courses associated with each competency.

To assign competencies to an existing Course, navigate to Libraries. Select the relevant Division if your organization uses them.
From the left menu, click Courses to expand the section and select All Courses.
Click on the Course you would like to assign a competency to. On the Course detail panel, scroll to the Competencies section and click the section to begin editing.
Select competencies to add to the Course and then click Save changes.
To remove a competency assigned to a Course, click the X icon next to it. Click Save changes.
To assign competencies to a Course you’re working on, open the Course in the Course Builder. Scroll down in the Course Information panel, then add competencies from the Competency menu.