Create and manage Team Competencies

Develop and sustain critical skills for your high-performing sales teams by aligning roles with specific competencies. You can assign these roles to user groups and link them to Courses, ensuring the right skills are developed at the right time.

This article guides you through creating and defining competencies. Build a consistent framework by outlining key skills and rating them on a 1–5 scale. Save time by duplicating existing competencies and copying level descriptions across multiple entries.

See how it looks

Key features

• Create up to 200 custom competencies
• Define competency levels
• Duplicate existing competencies
• Copy and paste level descriptions

You need this to succeed

The quick way

1. Create and define a competency
2. Duplicate a competency
3. Copy and paste competency level descriptions
4. Find, edit, or delete a competency

Do this step by step

Start building your Team Competencies, an essential part of aligning skills with roles and training, by navigating to the Competencies section in the Admin Settings.

1. In the Admin App, click the gear icon to open Settings.
2. From the left menu, click Team Competencies to expand the section and select Competencies.

Create and define a competency

Lay the foundation by defining the key skills and knowledge your teams need, using a consistent 1–5 rating scale.

1. Click Create Competency.
2. Provide a Name and a relevant Description that outlines specific skills and knowledge associated with this competency.
3. Define each Level of this competency on a 1-5 rating scale.
4. Click Create.

Note: Your organization can define up to 200 competencies.

Duplicate a competency

Save time and maintain consistency by reusing existing competency frameworks across teams.

1. Click on a competency you’d like to duplicate.
2. Click the duplicate icon at the top of the detail panel.
3. Provide the competency with a new Name.
4. Update the Description and Levels if needed.
5. Click Create.

Copy and paste competency level descriptions

Eliminate repetitive work by applying the same level descriptions across multiple competencies.

Copy level descriptions

1. Click on a competency with level descriptions you’d like to copy.
2. Click the copy icon at the top of the Levels section of the detail panel.

Paste level descriptions to a single competency

1. Click on the competency you would like to paste the copied level descriptions onto.
2. Click the paste icon at the top of the Levels section of the detail panel.
3. Confirm the action by clicking Paste & Replace on the pop-up.

Paste level descriptions in bulk

1. Select the competencies to which you would like to paste the copied level descriptions.
2. Click Paste level descriptions in the action bar at the top.
3. Confirm the action by clicking Paste & Replace on the pop-up.

Find, edit, or delete a competency

Keep your library up to date with tools for searching, updating, or removing competencies as your needs evolve. When a competency is deleted, it’s permanently removed from all Courses where it’s assigned.

1. 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.
2. To edit an existing competency, click on it to open the detail panel. Click on the name, description, or a level to edit it. Click Save changes when done.
3. To permanently delete a competency, open its detail panel, then click the trash icon. Confirm the deletion by clicking Delete.
4. To permanently delete multiple competencies, select them from the list and click Delete in the action bar at the top. Confirm on the pop-up.

Next, define roles and connect your Team Competencies to the right Courses.