Create and assign Competencies and roles Updated February 05, 2025 08:00 You can maintain and grow the skills needed for high-performing sales teams by creating roles aligned with specific Competencies. Assign these specialized roles to user groups to enable them to succeed through Courses matched to your defined Competencies. When users are ready, they can complete a self-assessment to determine whether their competencies meet your established benchmarks. Managers can also assess their sellers’ Competencies against your defined ratings. See how it looks Key features Define Competencies to target ideal performance Identify the roles individuals contribute to your organization Define roles and associate them with Competencies Assign roles to user groups Assign Competencies to Courses You need this to succeed Add-On: Learn+ Permissions: Administrator The quick way Create and define a Competency Create and define a role Assign competencies to a role Assign a role to user groups Link a Competency to a Course in the Course details panel or when creating a Course Do this step by step Create and define a Competency In the Admin App, click the gear icon to open Settings. In the Sales Competencies section of the left menu, select Competencies. Click Add new to create a Competency. Note: Your organization can define up to 200 competencies. Enter a name for the new Competency, then click Create. Once created, a details panel will open on the right. Click the pencil icon in the Overview section to edit the fields. This is where you define the Competency by: Competency description: provide a relevant description that outlines specific skills and knowledge associated with this Competency. Competency levels: define each level of this Competency on a 1-5 rating scale. Click Save changes. To find a specific Competency, use the dynamic search field. Start typing the name of a Competency, and the list of competencies will be filtered automatically. To edit an existing Competency, click on one, edit the fields, and click Save changes. To permanently delete a Competency, open its details panel, then click the trash icon. Confirm the deletion by clicking Remove. Back to Top 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. In the Sales Competencies section of the left menu, select Roles. Click Add role and give it a unique name. Designate which Competencies are 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. Back to Top Link a Competency 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. In the Courses section of the left menu, select All Courses. Click on the Course you would like to assign a Competency. On the Course details panel, scroll to the Competencies section and click the pencil icon. Select the Competencies to add to the Course and 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, navigate to the Course Builder. Scroll down in the Course Information panel, then add the Competencies from the Competencies menu. Back to Top First out how to assess your team’s Competencies and how users perform self-assessments to grow their skills. Back to Top Related articles Enable Showpad features using Admin Settings Create and assign Competencies and roles Install and share content with Showpad for Outlook 365 Present using Advanced Experiences Customize the app’s login logo